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Dynamic Advisor Solutions’s Leuthold Core ETF LCR Stock Holding History

Dynamic Advisor Solutions’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
2025
Q2 		– Sell
-11,834
Closed -$405K – 915
2025
Q1 		$405K Buy
11,834
+1,092
+10% +$38K 0.01% 631
2024
Q4 		$369K Buy
10,742
+2,038
+23% +$72.1K 0.02% 489
2024
Q3 		$308K Buy
8,704
+41
+0.5% +$1.41K 0.01% 740
2024
Q2 		$292K Sell
8,663
-367
-4% -$12.2K 0.01% 771
2024
Q1 		$305K Sell
9,030
-317
-3% -$10.4K 0.01% 756
2023
Q4 		$296K Sell
9,347
-972
-9% -$30.1K 0.01% 720
2023
Q3 		$313K Sell
10,319
-2,353
-19% -$73K 0.01% 646
2023
Q2 		$393K Sell
12,672
-619
-5% -$18.5K 0.02% 564
2023
Q1 		$395K Buy
13,291
+3,485
+36% +$103K 0.02% 526
2022
Q4 		$284K Sell
9,806
-788
-7% -$22.8K 0.02% 567
2022
Q3 		$291K Buy
10,594
+295
+3% +$8.49K 0.02% 539
2022
Q2 		$289K Buy
10,299
+2,489
+32% +$73.1K 0.02% 547
2022
Q1 		$240K Hold
7,810
– – 0.02% 623
2021
Q4 		$247K Sell
7,810
-666
-8% -$20.8K 0.02% 622
2021
Q3 		$255K Sell
8,476
-559
-6% -$17.1K 0.02% 624
2021
Q2 		$273K Sell
9,035
-28,735
-76% -$861K 0.02% 574
2021
Q1 		$1.1M Sell
37,770
-882
-2% -$25.5K 0.1% 234
2020
Q4 		$1.09M Buy
38,652
+608
+2% +$16.7K 0.1% 227
2020
Q3 		$1.01M Buy
+38,044
New +$1M 0.12% 203

Other funds holding LCR

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Dynamic Advisor Solutions's LCR Position: Q2 2025 in Review

Dynamic Advisor Solutions sold out of Leuthold Core ETF (LCR) in Q2 2025, closing a stake of 11,834 shares — an estimated $405K sold.

Dynamic Advisor Solutions first reported a position in LCR in Q3 2020 and held it in 19 quarters. The position peaked at $1.1M in Q1 2021. 20 funds tracked by Wall St. Rank hold LCR as of Q2 2025.

  • Dynamic Advisor Solutions reported no remaining Leuthold Core ETF position as of Q2 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,834 Leuthold Core ETF shares in Q2 2025, an estimated $405K.
  • Dynamic Advisor Solutions first reported a position in Leuthold Core ETF in Q3 2020 and held it in 19 quarters.
  • Dynamic Advisor Solutions's Leuthold Core ETF position peaked at $1.1M in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2025, filed 9 Jul 2025.