LEGG MASON ETF INVT TR's ticker is LVHI and the CUSIP is 52468L505. A total of 32 filers reported holding LEGG MASON ETF INVT TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,705 | -10.3% | 10,334 | -10.5% | 0.03% | -12.1% |
| Q2 2023 | $313,909 | -30.2% | 11,545 | -30.8% | 0.03% | +37.5% |
| Q1 2023 | $449,962 | -42.0% | 16,690 | -45.1% | 0.02% | -48.9% |
| Q4 2022 | $776,081 | -7.9% | 30,375 | -13.1% | 0.05% | -17.5% |
| Q3 2022 | $843,000 | -39.0% | 34,942 | -35.2% | 0.06% | -38.7% |
| Q2 2022 | $1,382,000 | +1.1% | 53,933 | +6.3% | 0.09% | +12.0% |
| Q1 2022 | $1,367,000 | +207.9% | 50,742 | +203.1% | 0.08% | +196.4% |
| Q4 2021 | $444,000 | +14.7% | 16,741 | +10.6% | 0.03% | +7.7% |
| Q3 2021 | $387,000 | +0.3% | 15,130 | +0.9% | 0.03% | -7.1% |
| Q2 2021 | $386,000 | +4.0% | 14,990 | +2.6% | 0.03% | -12.5% |
| Q1 2021 | $371,000 | +9.8% | 14,613 | +1.2% | 0.03% | +6.7% |
| Q4 2020 | $338,000 | – | 14,439 | – | 0.03% | – |
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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% |