LIS
NEWZ

Legacy Investment Solutions’s StockSnips AI-Powered Sentiment US All Cap ETF NEWZ Stock Holding History

Legacy Investment Solutions’s Portfolio NEWZ Stock Details NEWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$427 Buy
+15
New +$408 ﹤0.01% 666
2024
Q4 		$452 Sell
15
-50
-77% -$1.45K ﹤0.01% 673
2024
Q3 		$1.94K Buy
+65
New +$1.75K ﹤0.01% 484

Other funds holding NEWZ

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Legacy Investment Solutions's NEWZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) in Q2 2025: 15 shares worth $427. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NEWZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NEWZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.94K in Q3 2024. 10 funds tracked by Wall St. Rank hold NEWZ as of Q2 2025.

  • Legacy Investment Solutions held 15 shares of StockSnips AI-Powered Sentiment US All Cap ETF worth $427 as of Q2 2025.
  • StockSnips AI-Powered Sentiment US All Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • StockSnips AI-Powered Sentiment US All Cap ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #666 holding.
  • Legacy Investment Solutions first reported a position in StockSnips AI-Powered Sentiment US All Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's StockSnips AI-Powered Sentiment US All Cap ETF position peaked at $1.94K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held StockSnips AI-Powered Sentiment US All Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.