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WFA of San Diego’s Leuthold Core ETF LCR Stock Holding History

WFA of San Diego’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
Q1 		$45.1K Hold
1,210
– – 0.04% 192
2025
Q4 		$46.1K Sell
1,210
-88
-7% -$3.34K 0.03% 201
2025
Q3 		$49.3K Sell
1,298
-290
-18% -$10.7K 0.03% 203
2025
Q2 		$57.4K Buy
+1,588
New +$55K 0.04% 189
2024
Q3 		$57.5K Hold
1,622
– – 0.05% 172
2024
Q2 		$54.6K Buy
+1,622
New +$54K 0.05% 171
2023
Q3 		$60.5K Buy
1,996
+30
+2% +$930 0.06% 153
2023
Q2 		$60.9K Buy
+1,966
New +$58.9K 0.06% 155
2023
Q1 		– Sell
-2,585
Closed -$74.9K – 258
2022
Q4 		$74.9K Buy
+2,585
New +$74.7K 0.06% 155
2022
Q3 		– Sell
-2,539
Closed -$71K – 253
2022
Q2 		$71K Buy
+2,539
New +$74.5K 0.06% 145

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WFA of San Diego's LCR Position: Q1 2026 in Review

WFA of San Diego held its Leuthold Core ETF (LCR) position steady in Q1 2026 at 1,210 shares worth $45.1K. The position accounts for 0.04% of the portfolio, ranked #192.

WFA of San Diego first reported a position in LCR in Q2 2022 and has held it in 10 quarters since. The position peaked at $74.9K in Q4 2022. 19 funds tracked by Wall St. Rank hold LCR as of Q1 2026.

  • WFA of San Diego held 1,210 shares of Leuthold Core ETF worth $45.1K as of Q1 2026.
  • WFA of San Diego left its Leuthold Core ETF share count unchanged in Q1 2026.
  • Leuthold Core ETF made up 0.04% of WFA of San Diego's portfolio in Q1 2026, its #192 holding.
  • WFA of San Diego first reported a position in Leuthold Core ETF in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Leuthold Core ETF position peaked at $74.9K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Leuthold Core ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.