Legacy Financial Group LLC Buys Invesco BulletShares 2025 High Yield Corporate Bon, Invesco BulletShares 2023 Corporate Bond ETF, Invesco BulletShares 2022 High Yield Corporate Bon, Sells Vanguard Growth ETF, Vanguard Energy ETF, iShares Micro-Cap ETF

Investment company Legacy Financial Group LLC (Current Portfolio) buys Invesco BulletShares 2025 High Yield Corporate Bon, Invesco BulletShares 2023 Corporate Bond ETF, Invesco BulletShares 2022 High Yield Corporate Bon, Invesco BulletShares 2024 Corporate Bond ETF, INVESCO EXCHANGE T, sells Vanguard Growth ETF, Vanguard Energy ETF, iShares Micro-Cap ETF, Financial Select Sector SPDR, Invesco BulletShares 2021 High Yield Corporate Bon during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Legacy Financial Group LLC. As of 2021Q3, Legacy Financial Group LLC owns 59 stocks with a total value of $334 million. These are the details of the buys and sells.

For the details of Legacy Financial Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/legacy+financial+group+llc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Financial Group LLC
  1. ISHARES TRUST (IUSG) - 467,301 shares, 14.32% of the total portfolio. Shares added by 3.09%
  2. SPDR Dividend ETF (SDY) - 356,467 shares, 12.53% of the total portfolio. Shares added by 3.53%
  3. Vanguard Small Cap ETF (VB) - 144,513 shares, 9.45% of the total portfolio. Shares added by 4.50%
  4. ISHARES TRUST (IGIB) - 428,588 shares, 7.70% of the total portfolio. Shares added by 7.46%
  5. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) - 373,133 shares, 5.10% of the total portfolio. Shares added by 11.66%
New Purchase: Invesco BulletShares 2025 High Yield Corporate Bon (BSJP)

Legacy Financial Group LLC initiated holding in Invesco BulletShares 2025 High Yield Corporate Bon. The purchase prices were between $24.33 and $24.68, with an estimated average price of $24.51. The stock is now traded at around $24.450000. The impact to a portfolio due to this purchase was 2.93%. The holding were 398,506 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)

Legacy Financial Group LLC initiated holding in Invesco BulletShares 2023 Corporate Bond ETF. The purchase prices were between $21.6 and $21.67, with an estimated average price of $21.64. The stock is now traded at around $21.590000. The impact to a portfolio due to this purchase was 2.72%. The holding were 419,094 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2022 High Yield Corporate Bon (BSJM)

Legacy Financial Group LLC initiated holding in Invesco BulletShares 2022 High Yield Corporate Bon. The purchase prices were between $23.04 and $23.24, with an estimated average price of $23.15. The stock is now traded at around $23.190000. The impact to a portfolio due to this purchase was 2.47%. The holding were 355,840 shares as of 2021-09-30.

New Purchase: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)

Legacy Financial Group LLC initiated holding in Invesco BulletShares 2024 Corporate Bond ETF. The purchase prices were between $22.05 and $22.13, with an estimated average price of $22.09. The stock is now traded at around $21.950000. The impact to a portfolio due to this purchase was 2.32%. The holding were 350,495 shares as of 2021-09-30.

New Purchase: INVESCO EXCHANGE T (BSJQ)

Legacy Financial Group LLC initiated holding in INVESCO EXCHANGE T. The purchase prices were between $25.28 and $25.71, with an estimated average price of $25.5. The stock is now traded at around $25.560000. The impact to a portfolio due to this purchase was 0.63%. The holding were 81,559 shares as of 2021-09-30.

New Purchase: IJTiShares S&P Small-Cap 600 Growth ETF (IJT)

Legacy Financial Group LLC initiated holding in IJTiShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $124.74 and $136.49, with an estimated average price of $131.48. The stock is now traded at around $134.330000. The impact to a portfolio due to this purchase was 0.41%. The holding were 10,473 shares as of 2021-09-30.

Added: iShares Core U.S. REIT ETF (USRT)

Legacy Financial Group LLC added to a holding in iShares Core U.S. REIT ETF by 40.42%. The purchase prices were between $58.38 and $63.23, with an estimated average price of $60.58. The stock is now traded at around $62.980000. The impact to a portfolio due to this purchase was 0.53%. The holding were 105,055 shares as of 2021-09-30.

Added: iShares Core Aggressive Allocation ETF (AOA)

Legacy Financial Group LLC added to a holding in iShares Core Aggressive Allocation ETF by 50.56%. The purchase prices were between $69.13 and $72.61, with an estimated average price of $71.06. The stock is now traded at around $72.110000. The impact to a portfolio due to this purchase was 0.2%. The holding were 28,699 shares as of 2021-09-30.

Added: iShares Core Growth Allocation ETF (AOR)

Legacy Financial Group LLC added to a holding in iShares Core Growth Allocation ETF by 41.24%. The purchase prices were between $55.11 and $57.15, with an estimated average price of $56.25. The stock is now traded at around $56.640000. The impact to a portfolio due to this purchase was 0.1%. The holding were 20,857 shares as of 2021-09-30.

Added: Wells Fargo & Co (WFC)

Legacy Financial Group LLC added to a holding in Wells Fargo & Co by 40.24%. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $50.660000. The impact to a portfolio due to this purchase was 0.07%. The holding were 17,963 shares as of 2021-09-30.

Added: VANECK ETF TR (ANGL)

Legacy Financial Group LLC added to a holding in VANECK ETF TR by 20.43%. The purchase prices were between $32.49 and $33.33, with an estimated average price of $32.88. The stock is now traded at around $32.890000. The impact to a portfolio due to this purchase was 0.06%. The holding were 37,028 shares as of 2021-09-30.

Sold Out: Vanguard Growth ETF (VUG)

Legacy Financial Group LLC sold out a holding in Vanguard Growth ETF. The sale prices were between $286.19 and $308.66, with an estimated average price of $298.29.

Sold Out: iShares Micro-Cap ETF (IWC)

Legacy Financial Group LLC sold out a holding in iShares Micro-Cap ETF. The sale prices were between $136.62 and $153.69, with an estimated average price of $145.01.

Sold Out: Financial Select Sector SPDR (XLF)

Legacy Financial Group LLC sold out a holding in Financial Select Sector SPDR. The sale prices were between $34.96 and $38.83, with an estimated average price of $37.28.

Sold Out: Freeport-McMoRan Inc (FCX)

Legacy Financial Group LLC sold out a holding in Freeport-McMoRan Inc. The sale prices were between $30.48 and $38.73, with an estimated average price of $35.25.

Sold Out: Tapestry Inc (TPR)

Legacy Financial Group LLC sold out a holding in Tapestry Inc. The sale prices were between $37.02 and $44.7, with an estimated average price of $41.16.

Sold Out: Marathon Oil Corp (MRO)

Legacy Financial Group LLC sold out a holding in Marathon Oil Corp. The sale prices were between $10.68 and $14.17, with an estimated average price of $12.08.

Reduced: Vanguard Energy ETF (VDE)

Legacy Financial Group LLC reduced to a holding in Vanguard Energy ETF by 60.99%. The sale prices were between $63.01 and $76.32, with an estimated average price of $68.92. The stock is now traded at around $82.040000. The impact to a portfolio due to this sale was -0.55%. Legacy Financial Group LLC still held 13,498 shares as of 2021-09-30.

Reduced: Invesco BulletShares 2021 High Yield Corporate Bon (BSJL)

Legacy Financial Group LLC reduced to a holding in Invesco BulletShares 2021 High Yield Corporate Bon by 65.08%. The sale prices were between $22.97 and $23, with an estimated average price of $22.99. The stock is now traded at around $22.990000. The impact to a portfolio due to this sale was -0.23%. Legacy Financial Group LLC still held 15,641 shares as of 2021-09-30.

Reduced: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

Legacy Financial Group LLC reduced to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 44.63%. The sale prices were between $21.48 and $21.52, with an estimated average price of $21.5. The stock is now traded at around $21.490000. The impact to a portfolio due to this sale was -0.23%. Legacy Financial Group LLC still held 39,207 shares as of 2021-09-30.

Reduced: WisdomTree U.S. SmallCap Fund (EES)

Legacy Financial Group LLC reduced to a holding in WisdomTree U.S. SmallCap Fund by 22.34%. The sale prices were between $45.85 and $49.72, with an estimated average price of $48.2. The stock is now traded at around $50.290000. The impact to a portfolio due to this sale was -0.06%. Legacy Financial Group LLC still held 11,889 shares as of 2021-09-30.



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