LWMI
MSTX

Legacy Wealth Management (Idaho)’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio MSTX Stock Details MSTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$2.63K – 877
2025
Q1 		$2.63K Hold
10
– – ﹤0.01% 502
2024
Q4 		$4.19K Buy
+10
New +$7.08K ﹤0.01% 408

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Citigroup
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Citadel Advisors
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VC
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Optiver Holding
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AFAS
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Mariner
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Legacy Wealth Management (Idaho)'s MSTX Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q2 2025, closing a stake of 10 shares — an estimated $2.63K sold.

Legacy Wealth Management (Idaho) first reported a position in MSTX in Q4 2024 and held it in 2 quarters. The position peaked at $4.19K in Q4 2024. 41 funds tracked by Wall St. Rank hold MSTX as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Defiance Daily Target 2x Long MSTR ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 10 Defiance Daily Target 2x Long MSTR ETF shares in Q2 2025, an estimated $2.63K.
  • Legacy Wealth Management (Idaho) first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q4 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Defiance Daily Target 2x Long MSTR ETF position peaked at $4.19K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.