EWA
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EverSource Wealth Advisors’s Leuthold Core ETF LCR Stock Holding History

EverSource Wealth Advisors’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
2024
Q2 		– Sell
-9,217
Closed -$300K – 3110
2024
Q1 		$300K Buy
+9,217
New +$301K 0.02% 373

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $65.5M AUM 30.04% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EverSource Wealth Advisors's LCR Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Leuthold Core ETF (LCR) in Q2 2024, closing a stake of 9,217 shares — an estimated $300K sold.

EverSource Wealth Advisors first reported a position in LCR in Q1 2024 and held it in 1 quarter. The position peaked at $300K in Q1 2024. 19 funds tracked by Wall St. Rank hold LCR as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Leuthold Core ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 9,217 Leuthold Core ETF shares in Q2 2024, an estimated $300K.
  • EverSource Wealth Advisors first reported a position in Leuthold Core ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Leuthold Core ETF position peaked at $300K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.