Legend Financial Advisors, Inc. Buys Global X Lithium & Battery Tech ETF, Invesco S&P 500 High Beta ETF, Amplify BlackSwan Growth & Treasury Core ETF, Sells iShares Gold Trust, Global X Copper Miners ETF, ARK Innovation ETF

Author's Avatar
Feb 16, 2022
Investment company Legend Financial Advisors, Inc. (Current Portfolio) buys Global X Lithium & Battery Tech ETF, Invesco S&P 500 High Beta ETF, Amplify BlackSwan Growth & Treasury Core ETF, BARCLAYS BANK PLC, Consumer Discretionary Select Sector SPDR, sells iShares Gold Trust, Global X Copper Miners ETF, ARK Innovation ETF, ARK Genomic Revolution ETF, VanEck Steel ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Legend Financial Advisors, Inc.. As of 2021Q4, Legend Financial Advisors, Inc. owns 41 stocks with a total value of $143 million. These are the details of the buys and sells.

For the details of Legend Financial Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/legend+financial+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Legend Financial Advisors, Inc.
  1. PowerShares QQQ Trust Ser 1 (QQQ) - 52,755 shares, 14.64% of the total portfolio. Shares reduced by 9.37%
  2. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 35,124 shares, 13.29% of the total portfolio. Shares reduced by 3.8%
  3. Amplify BlackSwan Growth & Treasury Core ETF (SWAN) - 365,750 shares, 8.81% of the total portfolio. Shares added by 27.95%
  4. iShares Gold Trust (IAU) - 298,969 shares, 7.26% of the total portfolio. Shares reduced by 54.12%
  5. ARK Innovation ETF (ARKK) - 107,962 shares, 7.12% of the total portfolio. Shares reduced by 35.27%
New Purchase: Invesco S&P 500 High Beta ETF (SPHB)

Legend Financial Advisors, Inc. initiated holding in Invesco S&P 500 High Beta ETF. The purchase prices were between $73.62 and $82.51, with an estimated average price of $78. The stock is now traded at around $76.850000. The impact to a portfolio due to this purchase was 5.67%. The holding were 102,819 shares as of 2021-12-31.

New Purchase: BARCLAYS BANK PLC (DJP)

Legend Financial Advisors, Inc. initiated holding in BARCLAYS BANK PLC. The purchase prices were between $27.21 and $30.93, with an estimated average price of $29.32. The stock is now traded at around $32.770000. The impact to a portfolio due to this purchase was 1.3%. The holding were 65,154 shares as of 2021-12-31.

New Purchase: Consumer Discretionary Select Sector SPDR (XLY)

Legend Financial Advisors, Inc. initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $184.910000. The impact to a portfolio due to this purchase was 1%. The holding were 7,046 shares as of 2021-12-31.

New Purchase: Invesco S&P 500 Equal Weight Consumer Discretionar (RCD)

Legend Financial Advisors, Inc. initiated holding in Invesco S&P 500 Equal Weight Consumer Discretionar. The purchase prices were between $144.9 and $160.2, with an estimated average price of $153.3. The stock is now traded at around $145.552500. The impact to a portfolio due to this purchase was 0.84%. The holding were 7,721 shares as of 2021-12-31.

New Purchase: Devon Energy Corp (DVN)

Legend Financial Advisors, Inc. initiated holding in Devon Energy Corp. The purchase prices were between $38.26 and $45.12, with an estimated average price of $41.72. The stock is now traded at around $54.585000. The impact to a portfolio due to this purchase was 0.46%. The holding were 15,009 shares as of 2021-12-31.

New Purchase: UDR Inc (UDR)

Legend Financial Advisors, Inc. initiated holding in UDR Inc. The purchase prices were between $52.89 and $59.99, with an estimated average price of $56.37. The stock is now traded at around $54.760000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,500 shares as of 2021-12-31.

Added: Global X Lithium & Battery Tech ETF (LIT)

Legend Financial Advisors, Inc. added to a holding in Global X Lithium & Battery Tech ETF by 747.33%. The purchase prices were between $78.55 and $96.14, with an estimated average price of $88.63. The stock is now traded at around $77.803300. The impact to a portfolio due to this purchase was 5.85%. The holding were 112,610 shares as of 2021-12-31.

Added: Amplify BlackSwan Growth & Treasury Core ETF (SWAN)

Legend Financial Advisors, Inc. added to a holding in Amplify BlackSwan Growth & Treasury Core ETF by 27.95%. The purchase prices were between $32.61 and $34.8, with an estimated average price of $34.03. The stock is now traded at around $31.670100. The impact to a portfolio due to this purchase was 1.92%. The holding were 365,750 shares as of 2021-12-31.

Added: iShares U.S. Medical Devices ETF (IHI)

Legend Financial Advisors, Inc. added to a holding in iShares U.S. Medical Devices ETF by 170.97%. The purchase prices were between $61.5 and $66.31, with an estimated average price of $63.97. The stock is now traded at around $58.159800. The impact to a portfolio due to this purchase was 0.83%. The holding were 28,679 shares as of 2021-12-31.

Sold Out: Global X Copper Miners ETF (COPX)

Legend Financial Advisors, Inc. sold out a holding in Global X Copper Miners ETF. The sale prices were between $33.87 and $39.68, with an estimated average price of $36.29.

Sold Out: VanEck Steel ETF (SLX)

Legend Financial Advisors, Inc. sold out a holding in VanEck Steel ETF. The sale prices were between $48.26 and $54.48, with an estimated average price of $51.98.

Sold Out: Hibbett Inc (HIBB)

Legend Financial Advisors, Inc. sold out a holding in Hibbett Inc. The sale prices were between $65.34 and $99.69, with an estimated average price of $79.74.

Sold Out: POSCO (PKX)

Legend Financial Advisors, Inc. sold out a holding in POSCO. The sale prices were between $55.17 and $69.49, with an estimated average price of $61.97.

Sold Out: ProShares Long Online/Short Stores ETF (CLIX)

Legend Financial Advisors, Inc. sold out a holding in ProShares Long Online/Short Stores ETF. The sale prices were between $54.72 and $71.55, with an estimated average price of $64.4.



Here is the complete portfolio of Legend Financial Advisors, Inc.. Also check out:

1. Legend Financial Advisors, Inc.'s Undervalued Stocks
2. Legend Financial Advisors, Inc.'s Top Growth Companies, and
3. Legend Financial Advisors, Inc.'s High Yield stocks
4. Stocks that Legend Financial Advisors, Inc. keeps buying