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Onyx Bridge Wealth Group’s Leuthold Core ETF LCR Stock Holding History

Onyx Bridge Wealth Group’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 		$906K Sell
22,792
-81
-0.4% -$3.16K 0.08% 164
2026
Q1 		$852K Sell
22,873
-250
-1% -$9.57K 0.09% 156
2025
Q4 		$881K Buy
23,123
+182
+0.8% +$6.92K 0.09% 148
2025
Q3 		$871K Hold
22,941
– – 0.09% 151
2025
Q2 		$830K Sell
22,941
-232
-1% -$8.04K 0.11% 130
2025
Q1 		$794K Buy
23,173
+3,680
+19% +$128K 0.11% 120
2024
Q4 		$669K Buy
19,493
+348
+2% +$12.3K 0.1% 137
2024
Q3 		$678K Hold
19,145
– – 0.1% 133
2024
Q2 		$645K Hold
19,145
– – 0.11% 130
2024
Q1 		$629K Hold
19,145
– – 0.11% 123
2023
Q4 		$616K Sell
19,145
-3,090
-14% -$95.8K 0.12% 113
2023
Q3 		$674K Buy
22,235
+14,785
+198% +$458K 0.16% 101
2023
Q2 		$231K Buy
+7,450
New +$223K 0.06% 203

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Onyx Bridge Wealth Group's LCR Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Leuthold Core ETF (LCR) stake by 0.35% in Q2 2026, selling an estimated $3.16K and leaving 22,792 shares worth $906K. The position accounts for 0.08% of the portfolio, ranked #164.

Onyx Bridge Wealth Group first reported a position in LCR in Q2 2023 and has held it in 13 quarters since. 18 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Onyx Bridge Wealth Group held 22,792 shares of Leuthold Core ETF worth $906K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 81 Leuthold Core ETF shares in Q2 2026, an estimated $3.16K.
  • Leuthold Core ETF made up 0.08% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #164 holding.
  • Onyx Bridge Wealth Group first reported a position in Leuthold Core ETF in Q2 2023 and has held it in 13 quarters since.
  • 18 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.