Mowery & Schoenfeld Wealth Management’s Leuthold Core ETF LCR Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$372K	Sell	9,969 -1,007	-9%	-$38.5K	0.57%	35
2025 Q4	$418K	Sell	10,976 -26	-0.2%	-$988	0.61%	32
2025 Q3	$418K	Sell	11,002 -250	-2%	-$9.2K	0.72%	29
2025 Q2	$407K	Sell	11,252 -1,415	-11%	-$49K	0.62%	29
2025 Q1	$434K	Buy	+12,667	New	+$441K	0.85%	30
2024 Q4	–	Sell	-92,291	Closed	-$3.27M	–	507
2024 Q3	$3.27M	Sell	92,291 -19,044	-17%	-$656K	5.17%	4
2024 Q2	$3.75M	Buy	111,335 +24,097	+28%	+$803K	5.38%	5
2024 Q1	$2.94M	Sell	87,238 -680	-0.8%	-$22.2K	5.67%	5
2023 Q4	$2.83M	Buy	+87,918	New	+$2.73M	5.71%	5

Other funds holding LCR

LFA

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

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

ACM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's LCR Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Leuthold Core ETF (LCR) stake by 9.2% in Q1 2026, selling an estimated $38.5K and leaving 9,969 shares worth $372K. The position accounts for 0.57% of the portfolio, ranked #35.

Mowery & Schoenfeld Wealth Management first reported a position in LCR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.75M in Q2 2024. 19 funds tracked by Wall St. Rank hold LCR as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 9,969 shares of Leuthold Core ETF worth $372K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 1,007 Leuthold Core ETF shares in Q1 2026, an estimated $38.5K.
Leuthold Core ETF made up 0.57% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #35 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Leuthold Core ETF in Q4 2023 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Leuthold Core ETF position peaked at $3.75M in Q2 2024.
19 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.