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BDO Wealth Advisors’s Leuthold Core ETF LCR Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-649
Closed -$18.8K – 1078
2022
Q4 		$18.8K Sell
649
-97
-13% -$2.8K ﹤0.01% 589
2022
Q3 		$21K Sell
746
-548
-42% -$15.8K ﹤0.01% 567
2022
Q2 		$36K Hold
1,294
– – ﹤0.01% 466
2022
Q1 		$40K Sell
1,294
-1,232
-49% -$37.8K ﹤0.01% 471
2021
Q4 		$80K Hold
2,526
– – 0.01% 379
2021
Q3 		$76K Sell
2,526
-381
-13% -$11.6K 0.01% 387
2021
Q2 		$88K Sell
2,907
-380
-12% -$11.4K 0.01% 385
2021
Q1 		$96K Buy
+3,287
New +$95K 0.01% 358

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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDO Wealth Advisors's LCR Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Leuthold Core ETF (LCR) in Q1 2023, closing a stake of 649 shares — an estimated $18.8K sold.

BDO Wealth Advisors first reported a position in LCR in Q1 2021 and held it in 8 quarters. The position peaked at $96K in Q1 2021. 7 funds tracked by Wall St. Rank hold LCR as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Leuthold Core ETF position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 649 Leuthold Core ETF shares in Q1 2023, an estimated $18.8K.
  • BDO Wealth Advisors first reported a position in Leuthold Core ETF in Q1 2021 and held it in 8 quarters.
  • BDO Wealth Advisors's Leuthold Core ETF position peaked at $96K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.