WOSD
LST

WFA of San Diego’s Leuthold Select Industries ETF LST Stock Holding History

WFA of San Diego’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
Q1 		$252K Hold
6,242
– – 0.2% 79
2025
Q4 		$251K Sell
6,242
-35
-0.6% -$1.39K 0.18% 84
2025
Q3 		$250K Sell
6,277
-40
-0.6% -$1.51K 0.17% 88
2025
Q2 		$232K Buy
+6,317
New +$213K 0.17% 86

Other funds holding LST

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

WFA of San Diego held its Leuthold Select Industries ETF (LST) position steady in Q1 2026 at 6,242 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #79.

WFA of San Diego first reported a position in LST in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold LST as of Q1 2026.

  • WFA of San Diego held 6,242 shares of Leuthold Select Industries ETF worth $252K as of Q1 2026.
  • WFA of San Diego left its Leuthold Select Industries ETF share count unchanged in Q1 2026.
  • Leuthold Select Industries ETF made up 0.2% of WFA of San Diego's portfolio in Q1 2026, its #79 holding.
  • WFA of San Diego first reported a position in Leuthold Select Industries ETF in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q1 2026.

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