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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
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 $20.7B AUM 19.76% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Integrated Wealth Concepts's LCR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Leuthold Core ETF (LCR) in Q1 2026: 6,925 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in LCR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in LCR in Q1 2025 and has held it in 4 quarters since. The position peaked at $333K in Q2 2025. 19 funds tracked by Wall St. Rank hold LCR as of Q1 2026.

  • Integrated Wealth Concepts held 6,925 shares of Leuthold Core ETF worth $258K as of Q1 2026.
  • Leuthold Core ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • Leuthold Core ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1948 holding.
  • Integrated Wealth Concepts first reported a position in Leuthold Core ETF in Q1 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Leuthold Core ETF position peaked at $333K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.