LPL Financial
LCR icon

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
Q3 		$3.1M Buy
77,445
+15,667
+25% +$629K ﹤0.01% 3322
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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Avalon Capital Management
Avalon Capital Management Port Of Redwood City, California $434M AUM 37.55% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Centaurus Financial
Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return
Arcus Capital Partners
Arcus Capital Partners Atlanta, Georgia $225M AUM 14.83% 1-Year Est. Return
Mowery & Schoenfeld Wealth Management
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

LPL Financial's LCR Position: Q3 2026 in Review

LPL Financial increased its Leuthold Core ETF (LCR) stake by 25% in Q3 2026, buying an estimated $629K and bringing the position to 77,445 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

LPL Financial first reported a position in LCR in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold LCR as of Q3 2026.

  • LPL Financial held 77,445 shares of Leuthold Core ETF worth $3.1M as of Q3 2026.
  • LPL Financial bought 15,667 Leuthold Core ETF shares in Q3 2026, an estimated $629K.
  • Leuthold Core ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3322 holding.
  • LPL Financial first reported a position in Leuthold Core ETF in Q2 2024 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.