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Avalon Capital Management’s Leuthold Core ETF LCR Stock Holding History

Avalon Capital Management’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
2026
Q2 		$1.88M Sell
47,238
-967
-2% -$37.7K 0.44% 42
2026
Q1 		$1.8M Buy
48,205
+131
+0.3% +$5.01K 0.51% 40
2025
Q4 		$1.83M Sell
48,074
-724
-1% -$27.5K 0.44% 48
2025
Q3 		$1.85M Sell
48,798
-313
-0.6% -$11.5K 0.45% 46
2025
Q2 		$1.78M Sell
49,111
-336
-0.7% -$11.6K 0.48% 51
2025
Q1 		$1.69M Buy
49,447
+4,214
+9% +$147K 0.49% 48
2024
Q4 		$1.55M Buy
45,233
+8,239
+22% +$292K 0.5% 44
2024
Q3 		$1.31M Sell
36,994
-777
-2% -$26.8K 0.4% 48
2024
Q2 		$1.27M Buy
37,771
+24,028
+175% +$800K 0.4% 43
2024
Q1 		$464K Buy
13,743
+1,267
+10% +$41.4K 0.19% 53
2023
Q4 		$401K Buy
+12,476
New +$387K 0.17% 60

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Avalon Capital Management's LCR Position: Q2 2026 in Review

Avalon Capital Management reduced its Leuthold Core ETF (LCR) stake by 2% in Q2 2026, selling an estimated $37.7K and leaving 47,238 shares worth $1.88M. The position accounts for 0.44% of the portfolio, ranked #42.

Avalon Capital Management first reported a position in LCR in Q4 2023 and has held it in 11 quarters since. 18 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Avalon Capital Management held 47,238 shares of Leuthold Core ETF worth $1.88M as of Q2 2026.
  • Avalon Capital Management sold 967 Leuthold Core ETF shares in Q2 2026, an estimated $37.7K.
  • Leuthold Core ETF made up 0.44% of Avalon Capital Management's portfolio in Q2 2026, its #42 holding.
  • Avalon Capital Management first reported a position in Leuthold Core ETF in Q4 2023 and has held it in 11 quarters since.
  • 18 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.