LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 76 filers reported holding LEGG MASON ETF INVT TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,349,249 | -71.1% | 39,824 | -68.7% | 0.01% | -69.2% |
| Q2 2023 | $4,664,009 | +13.8% | 127,189 | +15.7% | 0.04% | +8.3% |
| Q1 2023 | $4,098,842 | +376.9% | 109,947 | +386.6% | 0.04% | +350.0% |
| Q4 2022 | $859,537 | +258.1% | 22,596 | +221.5% | 0.01% | +60.0% |
| Q3 2022 | $240,000 | +8.6% | 7,029 | +19.6% | 0.01% | +25.0% |
| Q2 2022 | $221,000 | -18.1% | 5,877 | -13.5% | 0.00% | 0.0% |
| Q1 2022 | $270,000 | -0.7% | 6,793 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $272,000 | +35.3% | 6,793 | +23.3% | 0.00% | +33.3% |
| Q2 2021 | $201,000 | – | 5,508 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ALBION FINANCIAL GROUP /UT | 615,775 | $21,035,000 | 2.17% |
| Sovereign Investment Advisors, LLC | 134,872 | $4,607,000 | 2.06% |
| Arden Trust Co | 183,315 | $6,262,000 | 1.58% |
| XML Financial, LLC | 293,065 | $10,011,000 | 1.39% |
| HBW ADVISORY SERVICES LLC | 55,797 | $1,906,000 | 0.53% |
| CX Institutional | 198,990 | $6,797,000 | 0.47% |
| CFS Investment Advisory Services, LLC | 423,220 | $1,807,000 | 0.42% |
| 360 Financial, Inc. | 16,084 | $549,000 | 0.36% |
| Financial Engines Advisors L.L.C. | 1,318,936 | $45,054,000 | 0.15% |
| IFG Advisory, LLC | 37,883 | $1,294,000 | 0.12% |