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Spire Wealth Management’s Leuthold Core ETF LCR Stock Holding History

Spire 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
Q2 		$259K Hold
6,503
– – 0.01% 710
2026
Q1 		$242K Buy
6,503
+132
+2% +$5.05K 0.01% 724
2025
Q4 		$243K Buy
6,371
+3,100
+95% +$118K 0.01% 750
2025
Q3 		$124K Hold
3,271
– – ﹤0.01% 926
2025
Q2 		$118 Buy
+3,271
New +$113K ﹤0.01% 2372
2025
Q1 		– Sell
-150,064
Closed -$5.15M – 2534
2024
Q4 		$5.15M Sell
150,064
-5,067
-3% -$179K 0.16% 126
2024
Q3 		$5.5M Sell
155,131
-1,349
-0.9% -$46.5K 0.19% 112
2024
Q2 		$5.27M Buy
156,480
+249
+0.2% +$8.29K 0.19% 113
2024
Q1 		$5.27M Sell
156,231
-3,949
-2% -$129K 0.1% 154
2023
Q4 		$5.16M Buy
+160,180
New +$4.97M 0.17% 133

Other funds holding LCR

LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Spire Wealth Management's LCR Position: Q2 2026 in Review

Spire Wealth Management held its Leuthold Core ETF (LCR) position steady in Q2 2026 at 6,503 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #710.

Spire Wealth Management first reported a position in LCR in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.5M in Q3 2024. 6 funds tracked by Wall St. Rank hold LCR as of Q2 2026.

  • Spire Wealth Management held 6,503 shares of Leuthold Core ETF worth $259K as of Q2 2026.
  • Spire Wealth Management left its Leuthold Core ETF share count unchanged in Q2 2026.
  • Leuthold Core ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Spire Wealth Management first reported a position in Leuthold Core ETF in Q4 2023 and has held it in 10 quarters since.
  • Spire Wealth Management's Leuthold Core ETF position peaked at $5.5M in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.