BOSSRA
LCG

B.O.S.S. Retirement Advisors’s Sterling Capital Focus Equity ETF LCG Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio LCG Stock Details LCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-120,079
Closed -$3.95M – 192
2025
Q3 		$3.95M Sell
120,079
-9,788
-8% -$316K 0.94% 26
2025
Q2 		$4.11M Sell
129,867
-3,992
-3% -$117K 1.03% 22
2025
Q1 		$3.72M Sell
133,859
-12,238
-8% -$373K 1.08% 19
2024
Q4 		$4.34M Buy
146,097
+84,821
+138% +$2.53M 1.21% 18
2024
Q3 		$1.77M Sell
61,276
-15,415
-20% -$423K 0.36% 71
2024
Q2 		$2.07M Buy
+76,691
New +$2.14M 0.53% 57
2024
Q1 		– Sell
-224,029
Closed -$6.38M – 192
2023
Q4 		$6.38M Buy
224,029
+18,223
+9% +$454K 1.24% 11
2023
Q3 		$4.77M Buy
205,806
+12,710
+7% +$318K 1.03% 14
2023
Q2 		$4.98M Buy
193,096
+2,413
+1% +$57.1K 1.06% 13
2023
Q1 		$4.35M Sell
190,683
-3,863
-2% -$83.9K 1.02% 14
2022
Q4 		$3.86M Buy
+194,546
New +$3.89M 0.99% 13

B.O.S.S. Retirement Advisors's LCG Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Sterling Capital Focus Equity ETF (LCG) in Q4 2025, closing a stake of 120,079 shares — an estimated $3.95M sold.

B.O.S.S. Retirement Advisors first reported a position in LCG in Q4 2022 and held it in 11 quarters. The position peaked at $6.38M in Q4 2023. 0 funds tracked by Wall St. Rank hold LCG as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Sterling Capital Focus Equity ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 120,079 Sterling Capital Focus Equity ETF shares in Q4 2025, an estimated $3.95M.
  • B.O.S.S. Retirement Advisors first reported a position in Sterling Capital Focus Equity ETF in Q4 2022 and held it in 11 quarters.
  • B.O.S.S. Retirement Advisors's Sterling Capital Focus Equity ETF position peaked at $6.38M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.