Legacy PCG, LLC quarter change: USA ETF, New
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 PCG, LLC opened 2 positions, added to 4, reduced 12, sold out of 1 and left 4 unchanged. The largest increase in value was VOO (+$751,771); the largest decrease was XLE (-$767,548).
- XLE: Country of operation —; Class ST STR ENERG ETF; Shares 2026-03-31 0; Shares 2026-06-30 12,352.
- SPHQ: Country of operation —; Class S&P500 QUALITY; Shares 2026-03-31 0; Shares 2026-06-30 2,436.
Two Form 13F-HR filings compared (SEC CIK 1952532): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-12). 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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