Clearstead Advisors’s Lucky Strike Entertainment LUCK Stock Holding History

Clearstead Advisors’s Portfolio LUCK Stock Details LUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Hold	53,000	–	–	﹤0.01%	742
2025 Q4	$449K	Hold	53,000	–	–	0.01%	687
2025 Q3	$543K	Hold	53,000	–	–	0.01%	609
2025 Q2	$484K	Hold	53,000	–	–	0.01%	620
2025 Q1	$517K	Hold	53,000	–	–	0.01%	569
2024 Q4	$531K	Hold	53,000	–	–	0.01%	560
2024 Q3	$622K	Hold	53,000	–	–	0.01%	520
2024 Q2	$768K	Hold	53,000	–	–	0.01%	450
2024 Q1	$615K	Hold	53,000	–	–	0.03%	289
2023 Q4	$750K	Sell	53,000 -37,000	-41%	-$406K	0.04%	258
2023 Q3	$866K	Buy	90,000 +75,000	+500%	+$825K	0.03%	322
2023 Q2	$175K	Buy	+15,000	New	+$200K	0.01%	451

Other funds holding LUCK

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return