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 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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return