WFP
LST

Welch Financial Planning’s Leuthold Select Industries ETF LST Stock Holding History

Welch Financial Planning’s Portfolio LST Stock Details LST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
218,880
+13,714
+7% +$614K 5.96% 5
2026
Q1 		$8.3M Buy
205,166
+7,771
+4% +$324K 5.97% 5
2025
Q4 		$7.93M Buy
+197,395
New +$7.85M 5.77% 5

Other funds holding LST

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Welch Financial Planning's LST Position: Q2 2026 in Review

Welch Financial Planning increased its Leuthold Select Industries ETF (LST) stake by 6.7% in Q2 2026, buying an estimated $614K and bringing the position to 218,880 shares worth $10.2M. The position accounts for 5.96% of the portfolio, ranked #5.

Welch Financial Planning first reported a position in LST in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold LST as of Q2 2026.

  • Welch Financial Planning held 218,880 shares of Leuthold Select Industries ETF worth $10.2M as of Q2 2026.
  • Welch Financial Planning bought 13,714 Leuthold Select Industries ETF shares in Q2 2026, an estimated $614K.
  • Leuthold Select Industries ETF made up 5.96% of Welch Financial Planning's portfolio in Q2 2026, its #5 holding.
  • Welch Financial Planning first reported a position in Leuthold Select Industries ETF in Q4 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.