LEGACY FINANCIAL INDEPENDENT ADVISORS LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LEGACY FINANCIAL INDEPENDENT ADVISORS LLC opened 8 positions, added to 5, reduced 8, sold out of 7 and left 0 unchanged. The largest increase in value was GSGO (+$10,467,385); the largest decrease was GSGO (-$8,618,188).
- GSGO: Country of operation —; Class GROWTH OPPORTUNI; Shares 2026-03-31 235,715; Shares 2026-06-30 0.
- EIPI: Country of operation —; Class FT ENERGY INCOME; Shares 2026-03-31 61,316; Shares 2026-06-30 0.
- CWB: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 6,536; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 3,130; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2131510): 2026-03-31 (filed 2026-05-05) and 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; share change is the position change.
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