LEA
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Legacy Edge Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Legacy Edge Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Buy
+759
New +$272K 0.03% 190
2026
Q1 		– Sell
-1,404
Closed -$482K – 230
2025
Q4 		$482K Buy
+1,404
New +$477K 0.05% 136

Other funds holding OEF

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Legacy Edge Advisors's OEF Position: Q2 2026 in Review

Legacy Edge Advisors opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 759 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings. This is a return to the name: Legacy Edge Advisors previously reported a position in OEF as recently as Q4 2025.

Legacy Edge Advisors first reported a position in OEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $482K in Q4 2025. 738 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Legacy Edge Advisors held 759 shares of iShares S&P 100 ETF worth $231K as of Q2 2026.
  • iShares S&P 100 ETF was a new Legacy Edge Advisors position in Q2 2026.
  • iShares S&P 100 ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #190 holding.
  • Legacy Edge Advisors first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • Legacy Edge Advisors's iShares S&P 100 ETF position peaked at $482K in Q4 2025.
  • 738 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.