AssetMark Inc’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

AssetMark Inc’s Portfolio LEGR Stock Details LEGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7K	Buy	369 +172	+87%	+$11K	﹤0.01%	2109
2026 Q1	$11.4K	Sell	197 -59	-23%	-$3.56K	﹤0.01%	2272
2025 Q4	$15.2K	Buy	256 +20	+8%	+$1.16K	﹤0.01%	2077
2025 Q3	$13.3K	Buy	236 +45	+24%	+$2.46K	﹤0.01%	2038
2025 Q2	$10.3K	Hold	191	–	–	﹤0.01%	1950
2025 Q1	$9.31K	Buy	191 +12	+7%	+$585	﹤0.01%	1863
2024 Q4	$8.3K	Buy	+179	New	+$8.43K	﹤0.01%	1829

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AssetMark Inc's LEGR Position: Q2 2026 in Review

AssetMark Inc increased its First Trust Indxx Innovative Transaction & Process ETF (LEGR) stake by 87% in Q2 2026, buying an estimated $11K and bringing the position to 369 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

AssetMark Inc first reported a position in LEGR in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

AssetMark Inc held 369 shares of First Trust Indxx Innovative Transaction & Process ETF worth $23.7K as of Q2 2026.
AssetMark Inc bought 172 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $11K.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2109 holding.
AssetMark Inc first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.