Capital Investment Advisory Services’s Leuthold Core ETF LCR Stock Holding History

Capital Investment Advisory Services’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 Q2	$669K	Sell	16,822 -5,207	-24%	-$203K	0.04%	382
2026 Q1	$821K	Sell	22,029 -673	-3%	-$25.8K	0.06%	296
2025 Q4	$865K	Sell	22,702 -3,033	-12%	-$115K	0.06%	280
2025 Q3	$978K	Sell	25,735 -3,384	-12%	-$125K	0.08%	247
2025 Q2	$1.05M	Sell	29,119 -26,230	-47%	-$908K	0.09%	220
2025 Q1	$1.9M	Sell	55,349 -13,888	-20%	-$483K	0.17%	141
2024 Q4	$2.38M	Sell	69,237 -18	-0%	-$637	0.23%	97
2024 Q3	$2.45M	Buy	69,255 +505	+0.7%	+$17.4K	0.23%	99
2024 Q2	$2.32M	Sell	68,750 -26,280	-28%	-$875K	0.24%	94
2024 Q1	$3.21M	Sell	95,030 -51,809	-35%	-$1.69M	0.34%	69
2023 Q4	$4.72M	Buy	146,839 +83,156	+131%	+$2.58M	0.44%	35
2023 Q3	$1.93M	Buy	63,683 +30,107	+90%	+$933K	0.19%	97
2023 Q2	$1.04M	Buy	+33,576	New	+$1.01M	0.1%	172

Other funds holding LCR

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Capital Investment Advisory Services's LCR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Leuthold Core ETF (LCR) stake by 24% in Q2 2026, selling an estimated $203K and leaving 16,822 shares worth $669K. The position accounts for 0.04% of the portfolio, ranked #382.

Capital Investment Advisory Services first reported a position in LCR in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.72M in Q4 2023. 8 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

Capital Investment Advisory Services held 16,822 shares of Leuthold Core ETF worth $669K as of Q2 2026.
Capital Investment Advisory Services sold 5,207 Leuthold Core ETF shares in Q2 2026, an estimated $203K.
Leuthold Core ETF made up 0.04% of Capital Investment Advisory Services's portfolio in Q2 2026, its #382 holding.
Capital Investment Advisory Services first reported a position in Leuthold Core ETF in Q2 2023 and has held it in 13 quarters since.
Capital Investment Advisory Services's Leuthold Core ETF position peaked at $4.72M in Q4 2023.
8 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.