OBWG
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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
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 $155M AUM 36.74% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return