Twin Peaks Wealth Advisors’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

Twin Peaks Wealth 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
2026 Q2	–	Sell	-1,031	Closed	-$59.6K	–	1323
2026 Q1	$59.6K	Buy	+1,031	New	+$62.2K	0.02%	395
2025 Q3	–	Sell	-1,031	Closed	-$56.2K	–	1249
2025 Q2	$56.2K	Buy	+1,031	New	+$51.7K	0.02%	326

Other funds holding LEGR

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

KWA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BEI

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

Twin Peaks Wealth Advisors's LEGR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2026, closing a stake of 1,031 shares — an estimated $59.6K sold.

Twin Peaks Wealth Advisors first reported a position in LEGR in Q2 2025 and held it in 2 quarters. The position peaked at $59.6K in Q1 2026. 63 funds tracked by Wall St. Rank hold LEGR as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1,031 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2026, an estimated $59.6K.
Twin Peaks Wealth Advisors first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's First Trust Indxx Innovative Transaction & Process ETF position peaked at $59.6K in Q1 2026.
63 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.