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Balboa Wealth Partners’s Leuthold Core ETF LCR Stock Holding History

Balboa Wealth Partners’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
2023
Q3 		– Sell
-6,932
Closed -$215K – 304
2023
Q2 		$215K Buy
+6,932
New +$208K 0.07% 219

Other funds holding LCR

B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Balboa Wealth Partners's LCR Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Leuthold Core ETF (LCR) in Q3 2023, closing a stake of 6,932 shares — an estimated $215K sold.

Balboa Wealth Partners first reported a position in LCR in Q2 2023 and held it in 1 quarter. The position peaked at $215K in Q2 2023. 13 funds tracked by Wall St. Rank hold LCR as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Leuthold Core ETF position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 6,932 Leuthold Core ETF shares in Q3 2023, an estimated $215K.
  • Balboa Wealth Partners first reported a position in Leuthold Core ETF in Q2 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Leuthold Core ETF position peaked at $215K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.