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Legend Financial Advisors’s Leuthold Core ETF LCR Stock Holding History

Legend Financial 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
2026
Q2 		$10.1M Buy
255,221
+3,359
+1% +$131K 5.77% 7
2026
Q1 		$9.39M Buy
251,862
+3,860
+2% +$148K 6.05% 8
2025
Q4 		$9.45M Sell
248,002
-7,158
-3% -$272K 5.72% 8
2025
Q3 		$9.69M Buy
255,160
+3,079
+1% +$113K 5.94% 7
2025
Q2 		$9.12M Buy
252,081
+11,097
+5% +$384K 6.06% 6
2025
Q1 		$8.26M Sell
240,984
-99
-0% -$3.44K 6.07% 6
2024
Q4 		$8.28M Buy
241,083
+2,823
+1% +$99.9K 5.84% 7
2024
Q3 		$8.44M Sell
238,260
-5,239
-2% -$180K 5.83% 8
2024
Q2 		$8.2M Sell
243,499
-8,464
-3% -$282K 5.82% 7
2024
Q1 		$8.5M Buy
251,963
+3,690
+1% +$121K 6.16% 7
2023
Q4 		$7.99M Sell
248,273
-2,795
-1% -$86.6K 6.42% 6
2023
Q3 		$7.61M Sell
251,068
-1,632
-0.6% -$50.6K 6.49% 5
2023
Q2 		$7.83M Sell
252,700
-7,991
-3% -$239K 6.54% 5
2023
Q1 		$7.74M Buy
260,691
+288
+0.1% +$8.48K 6.5% 5
2022
Q4 		$7.55M Sell
260,403
-4,018
-2% -$116K 6.6% 4
2022
Q3 		$7.27M Buy
+264,421
New +$7.61M 6.83% 3

Other funds holding LCR

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 40.91% 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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Legend Financial Advisors's LCR Position: Q2 2026 in Review

Legend Financial Advisors increased its Leuthold Core ETF (LCR) stake by 1.3% in Q2 2026, buying an estimated $131K and bringing the position to 255,221 shares worth $10.1M. The position accounts for 5.77% of the portfolio, ranked #7.

Legend Financial Advisors first reported a position in LCR in Q3 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Legend Financial Advisors held 255,221 shares of Leuthold Core ETF worth $10.1M as of Q2 2026.
  • Legend Financial Advisors bought 3,359 Leuthold Core ETF shares in Q2 2026, an estimated $131K.
  • Leuthold Core ETF made up 5.77% of Legend Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Legend Financial Advisors first reported a position in Leuthold Core ETF in Q3 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.