Pin Oak Investment Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Pin Oak Investment Advisors’s Portfolio LEGR Stock Details LEGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,500	Closed	-$118K	–	470
2024 Q4	$118K	Hold	2,500	–	–	0.11%	130
2024 Q3	$117K	Hold	2,500	–	–	0.11%	131
2024 Q2	$109K	Hold	2,500	–	–	0.1%	121
2024 Q1	$107K	Hold	2,500	–	–	0.1%	126
2023 Q4	$102K	Hold	2,500	–	–	0.1%	125
2023 Q3	$92K	Hold	2,500	–	–	0.1%	127
2023 Q2	$96K	Hold	2,500	–	–	0.11%	130
2023 Q1	$93K	Sell	2,500 -83	-3%	-$3.06K	0.12%	123
2022 Q4	$88K	Hold	2,583	–	–	0.11%	113
2022 Q3	$78K	Hold	2,583	–	–	0.1%	117
2022 Q2	$87K	Hold	2,583	–	–	0.11%	116
2022 Q1	$104K	Hold	2,583	–	–	0.11%	115
2021 Q4	$112K	Buy	2,583 +35	+1%	+$1.52K	0.11%	119
2021 Q3	$107K	Hold	2,548	–	–	0.12%	113
2021 Q2	$107K	Buy	+2,548	New	+$107K	0.11%	119

Other funds holding LEGR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

Pin Oak Investment Advisors's LEGR Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q1 2025, closing a stake of 2,500 shares — an estimated $118K sold.

Pin Oak Investment Advisors first reported a position in LEGR in Q2 2021 and held it in 15 quarters. The position peaked at $118K in Q4 2024. 53 funds tracked by Wall St. Rank hold LEGR as of Q1 2025.

Pin Oak Investment Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q1 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 2,500 First Trust Indxx Innovative Transaction & Process ETF shares in Q1 2025, an estimated $118K.
Pin Oak Investment Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and held it in 15 quarters.
Pin Oak Investment Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $118K in Q4 2024.
53 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.