International Assets Investment Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

International Assets Investment 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 Q2	–	Hold	0	–	–	–	2346
2024 Q3	–	Sell	-107	Closed	-$4.66K	–	2286
2024 Q2	$4.66K	Buy	+107	New	+$4.61K	﹤0.01%	1864
2023 Q3	–	Sell	-16,345	Closed	-$464K	–	683
2023 Q2	$464K	Buy	+16,345	New	+$614K	0.06%	289
2022 Q3	–	Sell	-21,180	Closed	-$507	–	536
2022 Q2	$507	Buy	+21,180	New	+$779K	0.05%	204
2021 Q2	–	Sell	-107	Closed	-$4K	–	1252
2021 Q1	$4K	Hold	107	–	–	﹤0.01%	1854
2020 Q4	$4K	Buy	+107	New	+$3.69K	﹤0.01%	1707

Other funds holding LEGR

KWA

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

BEI

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

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PFS

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

International Assets Investment Management's LEGR Position: Q2 2026 in Review

International Assets Investment Management held its First Trust Indxx Innovative Transaction & Process ETF (LEGR) position steady in Q2 2026 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

International Assets Investment Management first reported a position in LEGR in Q4 2020 and has held it in 5 quarters since. The position peaked at $464K in Q2 2023. 16 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

International Assets Investment Management held 0 shares of First Trust Indxx Innovative Transaction & Process ETF worth $15 as of Q2 2026.
International Assets Investment Management left its First Trust Indxx Innovative Transaction & Process ETF share count unchanged in Q2 2026.
First Trust Indxx Innovative Transaction & Process ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #2346 holding.
International Assets Investment Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2020 and has held it in 5 quarters since.
International Assets Investment Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $464K in Q2 2023.
16 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.