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Savant Capital’s Leuthold Core ETF LCR Stock Holding History

Savant Capital’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 		$4.79M Sell
128,612
-4,438
-3% -$170K 0.02% 270
2025
Q4 		$5.07M Sell
133,050
-98,283
-42% -$3.73M 0.03% 248
2025
Q3 		$8.79M Sell
231,333
-50,176
-18% -$1.85M 0.05% 174
2025
Q2 		$10.2M Sell
281,509
-86,461
-23% -$2.99M 0.07% 151
2025
Q1 		$12.6M Buy
+367,970
New +$12.8M 0.11% 117
2024
Q4 		– Sell
-706,867
Closed -$25M – 1471
2024
Q3 		$25M Sell
706,867
-126,964
-15% -$4.37M 0.21% 81
2024
Q2 		$28.1M Buy
+833,831
New +$27.8M 0.28% 66

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 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