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Integrated Wealth Concepts’s Leuthold Core ETF LCR Stock Holding History

Integrated Wealth Concepts’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 		$230K Sell
5,775
-1,150
-17% -$44.8K ﹤0.01% 2249
2026
Q1 		$258K Buy
+6,925
New +$265K ﹤0.01% 1948
2025
Q4 		– Sell
-8,379
Closed -$318K – 1873
2025
Q3 		$318K Sell
8,379
-827
-9% -$30.4K ﹤0.01% 1592
2025
Q2 		$333K Buy
9,206
+21
+0.2% +$727 ﹤0.01% 1499
2025
Q1 		$315K Buy
+9,185
New +$320K ﹤0.01% 1389

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Integrated Wealth Concepts's LCR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Leuthold Core ETF (LCR) stake by 17% in Q2 2026, selling an estimated $44.8K and leaving 5,775 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Integrated Wealth Concepts first reported a position in LCR in Q1 2025 and has held it in 5 quarters since. The position peaked at $333K in Q2 2025. 18 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Integrated Wealth Concepts held 5,775 shares of Leuthold Core ETF worth $230K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,150 Leuthold Core ETF shares in Q2 2026, an estimated $44.8K.
  • Leuthold Core ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2249 holding.
  • Integrated Wealth Concepts first reported a position in Leuthold Core ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's Leuthold Core ETF position peaked at $333K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.