UBS Group
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UBS Group’s Leuthold Core ETF LCR Stock Holding History

UBS 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
2025
Q3 		– Sell
-2,104
Closed -$76.1K – 10648
2025
Q2 		$76.1K Sell
2,104
-519
-20% -$18K ﹤0.01% 7453
2025
Q1 		$89.9K Buy
2,623
+2,611
+21,758% +$90.8K ﹤0.01% 7128
2024
Q4 		$412 Sell
12
-2
-14% -$71 ﹤0.01% 9485
2024
Q3 		$496 Sell
14
-45
-76% -$1.55K ﹤0.01% 8920
2024
Q2 		$1.99K Sell
59
-1
-2% -$33 ﹤0.01% 8446
2024
Q1 		$2.02K Sell
60
-165
-73% -$5.4K ﹤0.01% 7994
2023
Q4 		$7.24K Buy
225
+199
+765% +$6.17K ﹤0.01% 7639
2023
Q3 		$788 Sell
26
-10
-28% -$310 ﹤0.01% 8275
2023
Q2 		$1.12K Sell
36
-3,969
-99% -$119K ﹤0.01% 8010
2023
Q1 		$119K Buy
+4,005
New +$118K ﹤0.01% 5785
2022
Q4 		– Sell
-1,388
Closed -$38K – 10957
2022
Q3 		$38K Buy
1,388
+180
+15% +$5.18K ﹤0.01% 6614
2022
Q2 		$34K Buy
+1,208
New +$35.5K ﹤0.01% 6263
2022
Q1 		– Sell
-700
Closed -$22K – 10604
2021
Q4 		$22K Sell
700
-1,333
-66% -$41.6K ﹤0.01% 7729
2021
Q3 		$61K Buy
+2,033
New +$62K ﹤0.01% 6179
2021
Q2 		– Sell
-556
Closed -$16K – 9610
2021
Q1 		$16K Buy
+556
New +$16.1K ﹤0.01% 7573
2020
Q4 		– Sell
-147
Closed -$4K – 8574
2020
Q3 		$4K Buy
147
+67
+84% +$1.77K ﹤0.01% 7415
2020
Q2 		$2K Buy
+80
New +$1.95K ﹤0.01% 7634

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 $374B AUM 17.66% 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

UBS Group's LCR Position: Q3 2025 in Review

UBS Group sold out of Leuthold Core ETF (LCR) in Q3 2025, closing a stake of 2,104 shares — an estimated $76.1K sold.

UBS Group first reported a position in LCR in Q2 2020 and held it in 17 quarters. The position peaked at $119K in Q1 2023. 17 funds tracked by Wall St. Rank hold LCR as of Q3 2025.

  • UBS Group reported no remaining Leuthold Core ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 2,104 Leuthold Core ETF shares in Q3 2025, an estimated $76.1K.
  • UBS Group first reported a position in Leuthold Core ETF in Q2 2020 and held it in 17 quarters.
  • UBS Group's Leuthold Core ETF position peaked at $119K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.