LI
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LRI Investments’s Frontier Group Holdings ULCC Stock Holding History

LRI Investments’s Portfolio ULCC Stock Details ULCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5K Sell
2,212
-2,018
-48% -$10.4K ﹤0.01% 799
2026
Q1 		$14.9K Buy
4,230
+642
+18% +$2.94K ﹤0.01% 770
2025
Q4 		$16.9K Hold
3,588
– – ﹤0.01% 749
2025
Q3 		$15.8K Hold
3,588
– – ﹤0.01% 773
2025
Q2 		$13K Buy
3,588
+2,947
+460% +$10.8K ﹤0.01% 791
2025
Q1 		$2.78K Buy
+641
New +$4.77K ﹤0.01% 1055

Other funds holding ULCC

MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return