ACM
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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
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 $155M AUM 36.74% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return