Advisors Preferred’s Lufax Holding LU Stock Holding History

Advisors Preferred’s Portfolio LU Stock Details LU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,976	Closed	-$9.5K	–	303
2024 Q4	$9.5K	Sell	3,976 -5,101	-56%	-$14.1K	﹤0.01%	190
2024 Q3	$33.3K	Buy	+9,077	New	+$23.7K	0.01%	183

Other funds holding LU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TPC

Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Advisors Preferred's LU Position: Q1 2025 in Review

Advisors Preferred sold out of Lufax Holding (LU) in Q1 2025, closing a stake of 3,976 shares — an estimated $9.5K sold.

Advisors Preferred first reported a position in LU in Q3 2024 and held it in 2 quarters. The position peaked at $33.3K in Q3 2024. 103 funds tracked by Wall St. Rank hold LU as of Q1 2025.

Advisors Preferred reported no remaining Lufax Holding position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 3,976 Lufax Holding shares in Q1 2025, an estimated $9.5K.
Advisors Preferred first reported a position in Lufax Holding in Q3 2024 and held it in 2 quarters.
Advisors Preferred's Lufax Holding position peaked at $33.3K in Q3 2024.
103 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.