Bond & Devick Financial Network’s Leuthold Core ETF LCR Stock Holding History

Bond & Devick Financial Network’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 Q3	–	Sell	-6,361	Closed	-$253K	–	212
2026 Q2	$253K	Hold	6,361	–	–	0.06%	176
2026 Q1	$237K	Hold	6,361	–	–	0.07%	172
2025 Q4	$242K	Hold	6,361	–	–	0.07%	164
2025 Q3	$242K	Hold	6,361	–	–	0.07%	156
2025 Q2	$230K	Buy	+6,361	New	+$220K	0.08%	152
2025 Q1	–	Sell	-7,578	Closed	-$268K	–	166
2024 Q4	$268K	Hold	7,578	–	–	0.11%	132
2024 Q3	$268K	Buy	7,578 +1,352	+22%	+$46.6K	0.11%	132
2024 Q2	$210K	Sell	6,226 -946	-13%	-$31.5K	0.11%	142
2024 Q1	$242K	Buy	+7,172	New	+$235K	0.13%	131

Other funds holding LCR

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Bond & Devick Financial Network's LCR Position: Q3 2026 in Review

Bond & Devick Financial Network sold out of Leuthold Core ETF (LCR) in Q3 2026, closing a stake of 6,361 shares — an estimated $253K sold.

Bond & Devick Financial Network first reported a position in LCR in Q1 2024 and held it in 9 quarters. The position peaked at $268K in Q4 2024. 4 funds tracked by Wall St. Rank hold LCR as of Q3 2026.

Bond & Devick Financial Network reported no remaining Leuthold Core ETF position as of Q3 2026 after selling out during the quarter.
Bond & Devick Financial Network sold 6,361 Leuthold Core ETF shares in Q3 2026, an estimated $253K.
Bond & Devick Financial Network first reported a position in Leuthold Core ETF in Q1 2024 and held it in 9 quarters.
Bond & Devick Financial Network's Leuthold Core ETF position peaked at $268K in Q4 2024.
4 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2026.

Based on Bond & Devick Financial Network's 13F filing for Q3 2026, filed 23 Oct 2026.