Raymond James Financial
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Raymond James Financial’s Leuthold Core ETF LCR Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-2,625
Closed -$95K – 5923
2025
Q2 		$95K Buy
+2,625
New +$90.9K ﹤0.01% 4901
2025
Q1 		– Sell
-38,147
Closed -$1.31M – 4891
2024
Q4 		$1.31M Buy
+38,147
New +$1.35M ﹤0.01% 3266

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Raymond James Financial's LCR Position: Q3 2025 in Review

Raymond James Financial sold out of Leuthold Core ETF (LCR) in Q3 2025, closing a stake of 2,625 shares — an estimated $95K sold.

Raymond James Financial first reported a position in LCR in Q4 2024 and held it in 2 quarters. The position peaked at $1.31M in Q4 2024. 17 funds tracked by Wall St. Rank hold LCR as of Q3 2025.

  • Raymond James Financial reported no remaining Leuthold Core ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,625 Leuthold Core ETF shares in Q3 2025, an estimated $95K.
  • Raymond James Financial first reported a position in Leuthold Core ETF in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's Leuthold Core ETF position peaked at $1.31M in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.