LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 87 filers reported holding LEGG MASON ETF INVT TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,472,878 | +38.0% | 494,243 | +37.1% | 0.02% | +11.1% |
| Q2 2023 | $9,759,893 | +21.3% | 360,384 | +21.0% | 0.02% | +20.0% |
| Q1 2023 | $8,043,769 | +18.8% | 297,844 | +12.4% | 0.02% | +7.1% |
| Q4 2022 | $6,768,717 | +70.8% | 264,925 | +61.2% | 0.01% | +55.6% |
| Q3 2022 | $3,962,000 | +32.3% | 164,297 | +40.7% | 0.01% | +28.6% |
| Q2 2022 | $2,994,000 | +405.7% | 116,805 | +428.6% | 0.01% | +600.0% |
| Q1 2022 | $592,000 | +74.1% | 22,098 | +72.2% | 0.00% | 0.0% |
| Q4 2021 | $340,000 | +45.9% | 12,835 | +40.8% | 0.00% | – |
| Q3 2021 | $233,000 | +9.4% | 9,119 | +10.2% | 0.00% | – |
| Q2 2021 | $213,000 | +1675.0% | 8,276 | +1627.8% | 0.00% | – |
| Q1 2021 | $12,000 | +33.3% | 479 | +19.8% | 0.00% | – |
| Q4 2020 | $9,000 | -59.1% | 400 | -60.0% | 0.00% | – |
| Q3 2020 | $22,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2020 | $22,000 | -48.8% | 1,000 | -52.5% | 0.00% | – |
| Q1 2020 | $43,000 | – | 2,104 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BKA Wealth Consulting, Inc. | 136,740 | $3,727,529 | 6.21% |
| Cedar Mountain Advisors, LLC | 290,261 | $7,912,515 | 2.33% |
| OneAscent Financial Services LLC | 178,940 | $4,878 | 1.27% |
| Csenge Advisory Group | 587,350 | $16,011,157 | 1.09% |
| Smart Money Group LLC | 67,713 | $1,845,868 | 0.88% |
| Cornerstone Wealth Group, LLC | 150,464 | $4,101,646 | 0.73% |
| GREAT VALLEY ADVISOR GROUP, INC. | 524,585 | $14,300,468 | 0.59% |
| GeoWealth Management, LLC | 159,316 | $4,343 | 0.49% |
| ETFIDEA, LLC | 34,670 | $945,097 | 0.40% |
| L.M. KOHN & COMPANY | 27,695 | $754,973 | 0.28% |