TAP
LCG

Tounjian Advisory Partners’s Sterling Capital Focus Equity ETF LCG Stock Holding History

Tounjian Advisory Partners’s Portfolio LCG Stock Details LCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,716
Closed -$547K – 199
2025
Q2 		$547K Hold
19,716
– – 0.11% 185
2025
Q1 		$547K Buy
+19,716
New +$602K 0.1% 189

Other funds holding LCG

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tounjian Advisory Partners's LCG Position: Q3 2025 in Review

Tounjian Advisory Partners sold out of Sterling Capital Focus Equity ETF (LCG) in Q3 2025, closing a stake of 19,716 shares — an estimated $547K sold.

Tounjian Advisory Partners first reported a position in LCG in Q1 2025 and held it in 2 quarters. The position peaked at $547K in Q2 2025. 13 funds tracked by Wall St. Rank hold LCG as of Q3 2025.

  • Tounjian Advisory Partners reported no remaining Sterling Capital Focus Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Tounjian Advisory Partners sold 19,716 Sterling Capital Focus Equity ETF shares in Q3 2025, an estimated $547K.
  • Tounjian Advisory Partners first reported a position in Sterling Capital Focus Equity ETF in Q1 2025 and held it in 2 quarters.
  • Tounjian Advisory Partners's Sterling Capital Focus Equity ETF position peaked at $547K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q3 2025.

Based on Tounjian Advisory Partners's 13F filing for Q3 2025, filed 12 Nov 2025.