Institutions / Legacy Investment Solutions, LLC
Legacy Investment Solutions, LLC
CIK 2044858 · Institution · as of Jun 30, 2025
Portfolio value
$188.97M
Positions
740
As of
Jun 30, 2025
Portfolio trend
Portfolio value
$188.97M+24.1%Positions
740-0.7%Top holdings
Jun 30, 2025View all 740 →
| Company | Value | % of portfolio |
|---|---|---|
| BioSig Technologies, Inc.STEX | $48.83M | 25.8% |
| NeoVolta Inc.NEOV | $15.07M | 8.0% |
| ProShares TrBITO | $10.99M | 5.8% |
| SPDR Series TrustBIL | $7.69M | 4.1% |
| First Tr Exchng Traded Fd VIUCON | $6.89M | 3.6% |
| Volatility Shs TrETHU | $5.70M | 3.0% |
| iShares U.S. ETF Trust | $5.01M | 2.7% |
| Simplify Exchange Traded FunHIGH | $4.40M | 2.3% |
| Eagle Point Credit Co Inc.ECC | $3.89M | 2.1% |
| Uscf ETF TrUSG | $3.80M | 2.0% |
| FS Investment CORPFSK | $3.49M | 1.8% |
| Simplify Exchange Traded FunSVOL | $3.00M | 1.6% |
| First Tr Exchng Traded Fd VIBUFD | $2.83M | 1.5% |
| Microstrategy IncMSTR | $2.75M | 1.5% |
| First Tr Exchng Traded Fd VIBUFQ | $2.37M | 1.3% |
| Goldman Sachs ETF TrGBIL | $2.29M | 1.2% |
| J P Morgan Exchange Traded FJBND | $2.22M | 1.2% |
| J P Morgan Exchange Traded FJCPB | $2.21M | 1.2% |
| First Tr Exchng Traded Fd VIBUFR | $2.17M | 1.1% |
| ProShares TrQLD | $1.91M | 1.0% |
| First Tr Exchng Traded Fd VIBUFT | $1.89M | 1.0% |
| Duolingo, Inc.DUOL | $1.85M | 1.0% |
| ProShares TrSSO | $1.69M | 0.9% |
| First Tr Exchange-Traded FdFTSL | $1.65M | 0.9% |
| Calamos ETF TrCBOA | $1.45M | 0.8% |
Activity
Jun 30, 2025View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Add Other (per filing) | STEX BioSig Technologies, Inc. common | $23.10M | +3.2M +89.80% | 6,838,677 25.84% of portfolio | medium |
| Q2 2025 as of | Trim Other (per filing) | Devon Energy CORP/DE common | $-9.78M | -307K -99.33% | 2,075 0.03% of portfolio | medium |
| Q4 2024 as of | Add Other (per filing) | ECC Eagle Point Credit Co Inc. fund | $7.54M | +844K +20306.04% | 847,871 4.01% of portfolio | medium |