Belpointe Asset Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Belpointe Asset Management’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 Q1	$378K	Hold	6,547	–	–	0.01%	784
2025 Q4	$390K	Hold	6,547	–	–	0.01%	738
2025 Q3	$368K	Buy	6,547 +300	+5%	+$16.4K	0.01%	729
2025 Q2	$336K	Hold	6,247	–	–	0.01%	723
2025 Q1	$305K	Sell	6,247 -785	-11%	-$38.3K	0.02%	726
2024 Q4	$318K	Hold	7,032	–	–	0.02%	633
2024 Q3	$331K	Buy	7,032 +430	+7%	+$19.1K	0.02%	636
2024 Q2	$287K	Buy	6,602 +1,892	+40%	+$81.5K	0.02%	599
2024 Q1	$202K	Buy	+4,710	New	+$195K	0.02%	738
2023 Q2	–	Sell	-12,354	Closed	-$461K	–	2125
2023 Q1	$461K	Sell	12,354 -1,280	-9%	-$47.2K	0.02%	591
2022 Q4	$467K	Buy	13,634 +6,018	+79%	+$200K	0.03%	567
2022 Q3	$231K	Buy	+7,616	New	+$259K	0.02%	775

Other funds holding LEGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Belpointe Asset Management's LEGR Position: Q1 2026 in Review

Belpointe Asset Management held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q1 2026 at 6,547 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #784.

Belpointe Asset Management first reported a position in LEGR in Q3 2022 and has held it in 12 quarters since. The position peaked at $467K in Q4 2022. 64 funds tracked by Wall St. Rank hold LEGR as of Q1 2026.

Belpointe Asset Management held 6,547 shares of First Trust Indxx Innovative Transaction & Process ETF worth $378K as of Q1 2026.
Belpointe Asset Management left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q1 2026.
First Trust Indxx Innovative Transaction & Process ETF made up 0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #784 holding.
Belpointe Asset Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q3 2022 and has held it in 12 quarters since.
Belpointe Asset Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $467K in Q4 2022.
64 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.