LWMI
HBR

Legacy Wealth Management (Idaho)’s Canary HBAR ETF HBR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio HBR Stock Details HBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,897
Closed -$22.6K – 1056
2026
Q1 		$22.6K Buy
+1,897
New +$26.2K 0.01% 365

Other funds holding HBR

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TW
Titan Wealth St Peter Port $269M AUM
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) sold out of Canary HBAR ETF (HBR) in Q2 2026, closing a stake of 1,897 shares — an estimated $22.6K sold.

Legacy Wealth Management (Idaho) first reported a position in HBR in Q1 2026 and held it in 1 quarter. The position peaked at $22.6K in Q1 2026. 10 funds tracked by Wall St. Rank hold HBR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Canary HBAR ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,897 Canary HBAR ETF shares in Q2 2026, an estimated $22.6K.
  • Legacy Wealth Management (Idaho) first reported a position in Canary HBAR ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Canary HBAR ETF position peaked at $22.6K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Canary HBAR ETF as of Q2 2026.

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