Horst & Graben Wealth Management LLC LCTD — BLACKROCK ETF TRUST

Ownership history in Horst & Graben Wealth Management LLC  ·  11 quarters on record

AI Ownership Summary

Horst & Graben Wealth Management LLC reported BLACKROCK ETF TRUST (LCTD) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q1. The latest visible filing shows LCTD at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LCTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horst & Graben Wealth Management LLC's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LCTD was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LCTD stock page Horst & Graben Wealth Management LLC fund profile Horst & Graben Wealth Management LLC full holdings
How Horst & Graben Wealth Management LLC held LCTD — position size vs. price
% of Fund (quarterly)    LCTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 13,708 -153 -1.1% 0.11% $792K 2026-04-29 $56.73
2025 Q4 REDUCED 28.2% +1.1% ❌ 13,861 -5,438 -28.2% 0.11% $758K 2026-01-27 $58.05
2025 Q3 REDUCED — — — 19,299 -458 -2.3% 0.16% $1.0M 2025-10-16 $52.97
2025 Q2 ADDED — — — 19,757 +656 +3.4% 0.17% $1.0M 2025-07-29 $49.91
2025 Q1 REDUCED 10.6% +12.3% ❌ 19,101 -2,268 -10.6% 0.16% $882K 2025-04-30 $46.26
2024 Q4 ADDED — — — 21,369 +1,127 +5.6% 0.17% $930K 2025-01-24 $43.89
2024 Q3 ADDED — — — 20,242 +319 +1.6% 0.18% $985K 2024-10-21 $44.63
2024 Q2 ADDED — — — 19,923 +363 +1.9% 0.17% $892K 2024-07-23 $43.25
2024 Q1 ADDED — — — 19,560 +783 +4.2% 0.18% $893K 2024-04-22 $41.17
2023 Q4 ADDED — — — 18,777 +7,281 +63.3% 0.18% $821K 2024-01-29 $40.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LCTD

As of 2026 Q1 — sorted by position size

Avise Financial Cooperative, Inc. 1.07% Archer Investment Management, LLC 0.65% Davis Wealth Advisors, LLC 0.48% One Wealth Advisors, LLC 3Y 7Y 0.13% FLOW TRADERS U.S. LLC 3Y 7Y 0.12% Investor's Fiduciary Advisor Network, LLC 0.1% Sharkey, Howes & Javer 3Y 7Y 0.09% Godfrey Financial Associates, Inc. 0.08% SOFI WEALTH, LLC 3Y 0.07% MA Private Wealth 3Y 7Y 0.06%

FAQ About Horst & Graben Wealth Management LLC and LCTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Horst & Graben Wealth Management LLC reported owning LCTD?

Horst & Graben Wealth Management LLC reported LCTD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LCTD position in Horst & Graben Wealth Management LLC's portfolio?

The largest reported portfolio weight for LCTD was 0.18% in 2024 Q1.

What is the latest reported LCTD position on this page?

The most recent filing on this page is 2026 Q1, when Horst & Graben Wealth Management LLC reported 13,708 shares, equal to 0.11% of portfolio, with an estimated market value of $792K.

What does the chart on this LCTD ownership page compare?

The chart compares Horst & Graben Wealth Management LLC's quarterly LCTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Horst & Graben Wealth Management LLC time their LCTD position?

Based on 13F filing dates vs. subsequent LCTD price moves, Horst & Graben Wealth Management LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on LCTD relative to SPY over the holding period was -3.3%.

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