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 | $1,001,503 | +1.4% | 36,739 | +1.2% | 0.15% | +3.5% |
| Q2 2023 | $987,388 | +3.5% | 36,314 | +2.7% | 0.14% | -2.8% |
| Q1 2023 | $953,683 | +5.5% | 35,374 | 0.0% | 0.14% | -1.4% |
| Q4 2022 | $903,806 | +10.2% | 35,374 | +4.0% | 0.15% | -6.4% |
| Q3 2022 | $820,000 | -5.9% | 34,000 | 0.0% | 0.16% | -1.9% |
| Q2 2022 | $871,000 | -4.9% | 34,000 | 0.0% | 0.16% | +4.6% |
| Q1 2022 | $916,000 | +1.7% | 34,000 | 0.0% | 0.15% | -10.5% |
| Q4 2021 | $901,000 | +3.7% | 34,000 | 0.0% | 0.17% | -7.1% |
| Q3 2021 | $869,000 | -0.8% | 34,000 | 0.0% | 0.18% | -3.7% |
| Q2 2021 | $876,000 | +1.5% | 34,000 | 0.0% | 0.19% | -8.2% |
| Q1 2021 | $863,000 | +8.4% | 34,000 | 0.0% | 0.21% | +163.3% |
| Q4 2020 | $796,000 | +6.4% | 34,000 | 0.0% | 0.08% | -9.2% |
| Q3 2020 | $748,000 | -0.4% | 34,000 | 0.0% | 0.09% | +4.8% |
| Q2 2020 | $751,000 | +45.3% | 34,000 | +36.0% | 0.08% | +18.6% |
| Q1 2020 | $517,000 | – | 25,000 | – | 0.07% | – |
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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% |