Intercontinental Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Intercontinental Wealth Advisors’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
2022 Q2	–	Sell	-5,140	Closed	-$207K	–	283
2022 Q1	$207K	Hold	5,140	–	–	0.05%	272
2021 Q4	$223K	Hold	5,140	–	–	0.05%	276
2021 Q3	$217K	Hold	5,140	–	–	0.05%	268
2021 Q2	$217K	Buy	+5,140	New	+$215K	0.04%	271

Other funds holding LEGR

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

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

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Intercontinental Wealth Advisors's LEGR Position: Q2 2022 in Review

Intercontinental Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2022, closing a stake of 5,140 shares — an estimated $207K sold.

Intercontinental Wealth Advisors first reported a position in LEGR in Q2 2021 and held it in 4 quarters. The position peaked at $223K in Q4 2021. 65 funds tracked by Wall St. Rank hold LEGR as of Q2 2022.

Intercontinental Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 5,140 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2022, an estimated $207K.
Intercontinental Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and held it in 4 quarters.
Intercontinental Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $223K in Q4 2021.
65 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.