LCR — Managed Portfolio Series Leuthold Core Et

Ownership history in Integrated Wealth Concepts LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Managed Portfolio Series Leuthold Core Et (LCR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,379 -827 -9.0% 0.00% $318K $37.47
2025 Q2 ADDED 9,206 +21 +0.2% 0.00% $333K $35.68
2025 Q1 INITIATED 9,185 — — 0.00% $315K $33.80
% of Fund (quarterly)    LCR price (monthly, adj. close)

Other funds also holding LCR

As of 2025 Q4 — sorted by position size

Legend Financial Advisors, Inc. 3Y 5.72% Mowery & Schoenfeld Wealth Management, LLC 0.61% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.44% Onyx Bridge Wealth Group LLC 3Y 0.09% Bond & Devick Financial Network, Inc. 3Y 0.07% Capital Investment Advisory Services, LLC 3Y 7Y 0.06% GTS SECURITIES LLC 0.05% WFA of San Diego, LLC 3Y 0.03% Savant Capital, LLC 3Y 7Y 0.03% OSAIC HOLDINGS, INC. 3Y 0.01%
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