LPL Financial’s Leuthold Core ETF LCR Stock Holding History

LPL Financial’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	$2.46M	Buy	61,778 +17,152	+38%	+$669K	﹤0.01%	3523
2026 Q1	$1.66M	Buy	44,626 +23,018	+107%	+$881K	﹤0.01%	3685
2025 Q4	$823K	Buy	21,608 +491	+2%	+$18.7K	﹤0.01%	4265
2025 Q3	$802K	Sell	21,117 -410	-2%	-$15.1K	﹤0.01%	4214
2025 Q2	$779K	Sell	21,527 -4,350	-17%	-$151K	﹤0.01%	3980
2025 Q1	$887K	Sell	25,877 -14,187	-35%	-$493K	﹤0.01%	3660
2024 Q4	$1.38M	Buy	40,064 +16,309	+69%	+$577K	﹤0.01%	3215
2024 Q3	$842K	Buy	23,755 +8,135	+52%	+$280K	﹤0.01%	3549
2024 Q2	$526K	Buy	+15,620	New	+$520K	﹤0.01%	3833

Other funds holding LCR

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MSWM

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $73.4M AUM 34.46% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

LPL Financial's LCR Position: Q2 2026 in Review

LPL Financial increased its Leuthold Core ETF (LCR) stake by 38% in Q2 2026, buying an estimated $669K and bringing the position to 61,778 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

LPL Financial first reported a position in LCR in Q2 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

LPL Financial held 61,778 shares of Leuthold Core ETF worth $2.46M as of Q2 2026.
LPL Financial bought 17,152 Leuthold Core ETF shares in Q2 2026, an estimated $669K.
Leuthold Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3523 holding.
LPL Financial first reported a position in Leuthold Core ETF in Q2 2024 and has held it in 9 quarters since.
11 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.