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Legacy Wealth Management (Idaho)’s Global X DAX Germany ETF DAX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-70
Closed -$2.95K – 368
2026
Q1 		$2.95K Hold
70
– – ﹤0.01% 711
2025
Q4 		$3.19K Hold
70
– – ﹤0.01% 603
2025
Q3 		$3.13K Hold
70
– – ﹤0.01% 488
2025
Q2 		$3.15K Buy
+70
New +$2.94K ﹤0.01% 453

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DAX Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Global X DAX Germany ETF (DAX) in Q2 2026, closing a stake of 70 shares — an estimated $2.95K sold.

Legacy Wealth Management (Idaho) first reported a position in DAX in Q2 2025 and held it in 4 quarters. The position peaked at $3.19K in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Global X DAX Germany ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 70 Global X DAX Germany ETF shares in Q2 2026, an estimated $2.95K.
  • Legacy Wealth Management (Idaho) first reported a position in Global X DAX Germany ETF in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Global X DAX Germany ETF position peaked at $3.19K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.