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

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
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 18 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.
  • 18 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.