LEGG MASON ETF INVT TR's ticker is LVHD and the CUSIP is 52468L406. A total of 103 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 | $307,444 | -7.1% | 9,075 | +0.5% | 0.03% | -25.6% |
| Q2 2023 | $331,102 | -13.2% | 9,029 | -11.7% | 0.04% | -13.3% |
| Q1 2023 | $381,246 | -8.6% | 10,227 | -6.8% | 0.04% | -18.2% |
| Q4 2022 | $417,222 | +8.9% | 10,968 | -2.2% | 0.06% | -5.2% |
| Q3 2022 | $383,000 | +86.8% | 11,220 | +106.2% | 0.06% | +93.3% |
| Q2 2022 | $205,000 | -7.7% | 5,440 | -2.7% | 0.03% | +3.4% |
| Q1 2022 | $222,000 | -78.5% | 5,589 | -78.4% | 0.03% | -78.8% |
| Q4 2021 | $1,034,000 | +5.7% | 25,819 | -5.0% | 0.14% | -2.8% |
| Q3 2021 | $978,000 | -5.6% | 27,177 | -4.4% | 0.14% | +11.9% |
| Q2 2021 | $1,036,000 | +1972.0% | 28,416 | +1872.0% | 0.13% | +1475.0% |
| Q1 2021 | $50,000 | +92.3% | 1,441 | +73.4% | 0.01% | +60.0% |
| Q4 2020 | $26,000 | – | 831 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CX Institutional | 498,021 | $14,283,000 | 3.02% |
| QS Investors, LLC | 6,600,002 | $189,289,000 | 2.44% |
| Financial Engines Advisors L.L.C. | 4,470,598 | $128,217,000 | 0.89% |
| Patriot Financial Group Insurance Agency, LLC | 35,427 | $1,016,000 | 0.67% |
| HOWE & RUSLING INC | 93,759 | $2,689,000 | 0.57% |
| Andesa Financial Management Inc. | 15,120 | $433,000 | 0.52% |
| IFG Advisory, LLC | 66,392 | $1,842,000 | 0.43% |
| Sound View Wealth Advisors, LLC | 41,561 | $1,192,000 | 0.43% |
| MONEYWISE, INC. | 7,493 | $215,000 | 0.20% |
| Private Advisor Group, LLC | 271,745 | $7,794,000 | 0.19% |