LWMI
PUSA

Legacy Wealth Management (Idaho)’s Aureus Greenway Holdings PUSA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PUSA Stock Details PUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40
Closed -$136 – 1034
2026
Q1 		$136 Buy
+40
New +$163 ﹤0.01% 1004

Other funds holding PUSA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Legacy Wealth Management (Idaho) sold out of Aureus Greenway Holdings (PUSA) in Q2 2026, closing a stake of 40 shares — an estimated $136 sold.

Legacy Wealth Management (Idaho) first reported a position in PUSA in Q1 2026 and held it in 1 quarter. The position peaked at $136 in Q1 2026. 31 funds tracked by Wall St. Rank hold PUSA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Aureus Greenway Holdings position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 40 Aureus Greenway Holdings shares in Q2 2026, an estimated $136.
  • Legacy Wealth Management (Idaho) first reported a position in Aureus Greenway Holdings in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Aureus Greenway Holdings position peaked at $136 in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Aureus Greenway Holdings as of Q2 2026.

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