Sound Income Strategies’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Sound Income Strategies’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
2026 Q2	–	Sell	-2,662	Closed	-$155K	–	1550
2026 Q1	$155K	Sell	2,662 -78	-3%	-$4.7K	0.01%	476
2025 Q4	$169K	Buy	2,740 +2,662	+3,413%	+$154K	0.01%	463
2025 Q3	$4.45K	Hold	78	–	–	﹤0.01%	1196
2025 Q2	$4.2K	Hold	78	–	–	﹤0.01%	1127
2025 Q1	$3.8K	Hold	78	–	–	﹤0.01%	1120
2024 Q4	$3.62K	Buy	+78	New	+$3.67K	﹤0.01%	1059

Other funds holding LEGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

WIP

WealthCare Investment Partners Portsmouth, Rhode Island $412M AUM 24.95% 1-Year Est. Return

Sound Income Strategies's LEGR Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026, closing a stake of 2,662 shares — an estimated $155K sold.

Sound Income Strategies first reported a position in LEGR in Q4 2024 and held it in 6 quarters. The position peaked at $169K in Q4 2025. 47 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Sound Income Strategies reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,662 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $155K.
Sound Income Strategies first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q4 2024 and held it in 6 quarters.
Sound Income Strategies's First Trust Indxx Innovative Transaction & Process ETF position peaked at $169K in Q4 2025.
47 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.