CBA
LST

Coastal Bridge Advisors’s Leuthold Select Industries ETF LST Stock Holding History

Coastal Bridge Advisors’s Portfolio LST Stock Details LST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.09M Buy
101,231
+30,112
+42% +$1.26M 0.29% 77
2025
Q4 		$2.86M Buy
71,119
+18,399
+35% +$731K 0.21% 112
2025
Q3 		$2.1M Hold
52,720
– – 0.16% 142
2025
Q2 		$1.94M Buy
52,720
+21,920
+71% +$739K 0.16% 140
2025
Q1 		$1M Buy
+30,800
New +$1.05M 0.25% 102

Other funds holding LST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Coastal Bridge Advisors's LST Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Leuthold Select Industries ETF (LST) stake by 42% in Q1 2026, buying an estimated $1.26M and bringing the position to 101,231 shares worth $4.09M. The position accounts for 0.29% of the portfolio, ranked #77.

Coastal Bridge Advisors first reported a position in LST in Q1 2025 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold LST as of Q1 2026.

  • Coastal Bridge Advisors held 101,231 shares of Leuthold Select Industries ETF worth $4.09M as of Q1 2026.
  • Coastal Bridge Advisors bought 30,112 Leuthold Select Industries ETF shares in Q1 2026, an estimated $1.26M.
  • Leuthold Select Industries ETF made up 0.29% of Coastal Bridge Advisors's portfolio in Q1 2026, its #77 holding.
  • Coastal Bridge Advisors first reported a position in Leuthold Select Industries ETF in Q1 2025 and has held it in 5 quarters since.
  • 55 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.