Advisornet Financial’s Leuthold Core ETF LCR Stock Holding History

Advisornet Financial’s Portfolio LCR Stock Details LCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-155	Closed	-$5K	–	1950
2021 Q2	$5K	Sell	155 -270	-64%	-$8.09K	﹤0.01%	1572
2021 Q1	$12K	Hold	425	–	–	﹤0.01%	1320
2020 Q4	$12K	Hold	425	–	–	﹤0.01%	1251
2020 Q3	$11K	Buy	+425	New	+$11.2K	﹤0.01%	1247
2020 Q2	–	Sell	-425	Closed	-$10K	–	1855
2020 Q1	$10K	Buy	+425	New	+$10.4K	﹤0.01%	1266

Other funds holding LCR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's LCR Position: Q3 2021 in Review

Advisornet Financial sold out of Leuthold Core ETF (LCR) in Q3 2021, closing a stake of 155 shares — an estimated $5K sold.

Advisornet Financial first reported a position in LCR in Q1 2020 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 5 funds tracked by Wall St. Rank hold LCR as of Q3 2021.

Advisornet Financial reported no remaining Leuthold Core ETF position as of Q3 2021 after selling out during the quarter.
Advisornet Financial sold 155 Leuthold Core ETF shares in Q3 2021, an estimated $5K.
Advisornet Financial first reported a position in Leuthold Core ETF in Q1 2020 and held it in 5 quarters.
Advisornet Financial's Leuthold Core ETF position peaked at $12K in Q1 2021.
5 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2021.

Based on Advisornet Financial's 13F filing for Q3 2021, filed 15 Oct 2021.