LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 75 filers reported holding LEGG MASON ETF INVT TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,981,000 | +3.1% | 219,387 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $5,802,000 | +20.1% | 213,384 | +19.1% | 0.00% | +100.0% |
| Q1 2023 | $4,829,000 | -36.9% | 179,135 | -40.2% | 0.00% | -50.0% |
| Q4 2022 | $7,654,000 | +16.9% | 299,594 | +10.4% | 0.00% | 0.0% |
| Q3 2022 | $6,545,000 | +13.3% | 271,347 | +20.4% | 0.00% | 0.0% |
| Q2 2022 | $5,777,000 | +185.6% | 225,403 | +200.2% | 0.00% | +100.0% |
| Q1 2022 | $2,023,000 | +13.1% | 75,073 | +11.3% | 0.00% | – |
| Q4 2021 | $1,788,000 | +211.0% | 67,444 | +199.9% | 0.00% | – |
| Q3 2021 | $575,000 | -3.0% | 22,490 | -2.3% | 0.00% | – |
| Q2 2021 | $593,000 | +544.6% | 23,030 | +531.7% | 0.00% | – |
| Q1 2021 | $92,000 | +33.3% | 3,646 | +23.2% | 0.00% | – |
| Q4 2020 | $69,000 | +11.3% | 2,959 | +5.7% | 0.00% | – |
| Q3 2020 | $62,000 | -70.2% | 2,800 | -70.2% | 0.00% | – |
| Q2 2020 | $208,000 | -76.3% | 9,405 | -77.9% | 0.00% | – |
| Q1 2020 | $879,000 | -39.0% | 42,523 | -21.3% | 0.00% | -100.0% |
| Q4 2019 | $1,442,000 | +407.7% | 54,006 | +408.8% | 0.00% | – |
| Q3 2019 | $284,000 | +212.1% | 10,614 | +206.8% | 0.00% | – |
| Q2 2019 | $91,000 | -52.4% | 3,460 | -53.1% | 0.00% | – |
| Q1 2019 | $191,000 | +15.1% | 7,383 | +7.6% | 0.00% | – |
| Q4 2018 | $166,000 | -68.8% | 6,862 | -64.9% | 0.00% | – |
| Q3 2018 | $532,000 | -68.1% | 19,536 | -68.9% | 0.00% | -100.0% |
| Q2 2018 | $1,667,000 | -29.3% | 62,821 | -28.5% | 0.00% | 0.0% |
| Q1 2018 | $2,357,000 | +178.6% | 87,801 | +192.4% | 0.00% | – |
| Q4 2017 | $846,000 | -74.2% | 30,026 | -74.5% | 0.00% | -100.0% |
| Q3 2017 | $3,273,000 | +256.5% | 117,553 | +255.5% | 0.00% | – |
| Q2 2017 | $918,000 | -63.9% | 33,064 | -64.3% | 0.00% | -100.0% |
| Q1 2017 | $2,542,000 | +48.0% | 92,644 | +40.1% | 0.00% | 0.0% |
| Q4 2016 | $1,717,000 | +28.9% | 66,108 | +25.5% | 0.00% | 0.0% |
| Q3 2016 | $1,332,000 | – | 52,690 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 87,209 | $2,363,369 | 4.23% |
| First Capital Advisors Group, LLC. | 300,340 | $8,097,182 | 2.60% |
| Cedar Mountain Advisors, LLC | 284,164 | $7,661,061 | 2.30% |
| TCWP LLC | 239,042 | $6,444,572 | 1.22% |
| Csenge Advisory Group | 552,281 | $14,889,494 | 1.08% |
| Financial Architects, Inc | 223,779 | $6,033,087 | 0.97% |
| Bard Financial Services, Inc. | 442,557 | $11,931,346 | 0.96% |
| SkyView Investment Advisors, LLC | 150,170 | $4,049 | 0.95% |
| Cornerstone Wealth Group, LLC | 146,326 | $3,944,949 | 0.70% |
| Arden Trust Co | 94,285 | $2,542 | 0.46% |