LEGACY FINANCIAL INDEPENDENT ADVISORS LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, LEGACY FINANCIAL INDEPENDENT ADVISORS LLC opened 8 positions, added to 5, reduced 8 and sold out of 7.
- Q2 2026: Stock GSGO; Country of operation —; Class GROWTH OPPORTUNI; Shares before 235,715.
- Q2 2026: Stock EIPI; Country of operation —; Class FT ENERGY INCOME; Shares before 61,316.
- Q2 2026: Stock CWB; Country of operation —; Class STATE STREET SPD; Shares before 6,536.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 3,130.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2131510), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2026-03-31.
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