LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 77 filers reported holding LEGG MASON ETF INVT TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,451 | -8.7% | 42,836 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,590 | -24.8% | 43,351 | -23.6% | 0.01% | -30.0% |
| Q1 2023 | $2,115 | +32.2% | 56,723 | +34.9% | 0.01% | +25.0% |
| Q4 2022 | $1,600 | -99.9% | 42,060 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $1,375,000 | -5.9% | 40,242 | +3.7% | 0.01% | 0.0% |
| Q2 2022 | $1,461,000 | -9.9% | 38,794 | -5.0% | 0.01% | +14.3% |
| Q1 2022 | $1,622,000 | -0.5% | 40,857 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $1,630,000 | +14.9% | 40,711 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $1,419,000 | -1.3% | 39,418 | -0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,438,000 | +0.8% | 39,421 | -3.5% | 0.01% | -12.5% |
| Q1 2021 | $1,427,000 | +12.0% | 40,830 | +3.9% | 0.01% | +14.3% |
| Q4 2020 | $1,274,000 | -3.1% | 39,298 | -11.5% | 0.01% | -22.2% |
| Q3 2020 | $1,315,000 | +60.8% | 44,409 | +56.3% | 0.01% | +50.0% |
| Q2 2020 | $818,000 | +3.4% | 28,419 | -7.4% | 0.01% | -25.0% |
| Q1 2020 | $791,000 | -58.6% | 30,696 | -45.2% | 0.01% | -46.7% |
| Q4 2019 | $1,909,000 | +75.9% | 56,061 | +73.6% | 0.02% | +50.0% |
| Q3 2019 | $1,085,000 | -8.8% | 32,300 | -12.7% | 0.01% | -9.1% |
| Q2 2019 | $1,190,000 | -15.4% | 37,011 | -16.3% | 0.01% | -15.4% |
| Q1 2019 | $1,406,000 | +6.3% | 44,208 | -4.2% | 0.01% | -13.3% |
| Q4 2018 | $1,323,000 | +7.7% | 46,131 | +15.1% | 0.02% | +25.0% |
| Q3 2018 | $1,228,000 | -5.0% | 40,089 | -7.3% | 0.01% | -14.3% |
| Q2 2018 | $1,292,000 | -24.7% | 43,253 | -25.5% | 0.01% | -26.3% |
| Q1 2018 | $1,716,000 | -23.3% | 58,066 | -18.2% | 0.02% | -26.9% |
| Q4 2017 | $2,238,000 | +8.1% | 70,970 | +3.7% | 0.03% | -7.1% |
| Q3 2017 | $2,071,000 | +6.8% | 68,429 | +5.8% | 0.03% | -3.4% |
| Q2 2017 | $1,940,000 | +5.3% | 64,682 | +4.3% | 0.03% | -6.5% |
| Q1 2017 | $1,843,000 | +13.0% | 62,001 | +8.6% | 0.03% | 0.0% |
| Q4 2016 | $1,631,000 | +19.4% | 57,109 | +16.5% | 0.03% | +24.0% |
| Q3 2016 | $1,366,000 | +17.2% | 49,000 | +19.0% | 0.02% | 0.0% |
| Q2 2016 | $1,166,000 | – | 41,177 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
| ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
| Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
| Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
| Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
| TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
| Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
| Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
| Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
| Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |