Envestnet Asset Management
LCR icon

Envestnet Asset Management’s Leuthold Core ETF LCR Stock Holding History

Envestnet Asset Management’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 		$1.18M Buy
29,651
+707
+2% +$27.6K ﹤0.01% 3532
2026
Q1 		$1.08M Buy
28,944
+17,084
+144% +$654K ﹤0.01% 3430
2025
Q4 		$452K Sell
11,860
-13,615
-53% -$517K ﹤0.01% 3766
2025
Q3 		$968K Buy
25,475
+2,870
+13% +$106K ﹤0.01% 3336
2025
Q2 		$818K Sell
22,605
-3,126
-12% -$108K ﹤0.01% 3386
2025
Q1 		$882K Buy
+25,731
New +$895K ﹤0.01% 3289
2024
Q4 		– Sell
-27,124
Closed -$961K – 4352
2024
Q3 		$961K Hold
27,124
– – ﹤0.01% 3151
2024
Q2 		$914K Hold
27,124
– – ﹤0.01% 3095
2024
Q1 		$915K Buy
27,124
+20,597
+316% +$674K ﹤0.01% 3092
2023
Q4 		$210K Sell
6,527
-2,891
-31% -$89.6K ﹤0.01% 3807
2023
Q3 		$285K Buy
+9,418
New +$292K ﹤0.01% 3556

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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Envestnet Asset Management's LCR Position: Q2 2026 in Review

Envestnet Asset Management increased its Leuthold Core ETF (LCR) stake by 2.4% in Q2 2026, buying an estimated $27.6K and bringing the position to 29,651 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3532.

Envestnet Asset Management first reported a position in LCR in Q3 2023 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Envestnet Asset Management held 29,651 shares of Leuthold Core ETF worth $1.18M as of Q2 2026.
  • Envestnet Asset Management bought 707 Leuthold Core ETF shares in Q2 2026, an estimated $27.6K.
  • Leuthold Core ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3532 holding.
  • Envestnet Asset Management first reported a position in Leuthold Core ETF in Q3 2023 and has held it in 11 quarters since.
  • 8 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.