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 | $16,448,040 | -5.8% | 485,479 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $17,453,622 | -10.6% | 475,965 | -9.1% | 0.01% | -16.7% |
| Q1 2023 | $19,520,635 | -2.5% | 523,621 | -0.5% | 0.01% | 0.0% |
| Q4 2022 | $20,021,896 | +16.8% | 526,338 | +4.9% | 0.01% | 0.0% |
| Q3 2022 | $17,146,000 | +71.0% | 501,922 | +88.5% | 0.01% | +100.0% |
| Q2 2022 | $10,029,000 | +71.1% | 266,252 | +80.3% | 0.00% | +50.0% |
| Q1 2022 | $5,860,000 | -31.6% | 147,634 | -31.0% | 0.00% | 0.0% |
| Q4 2021 | $8,572,000 | +6.0% | 214,075 | -4.7% | 0.00% | 0.0% |
| Q3 2021 | $8,086,000 | -22.8% | 224,689 | -21.8% | 0.00% | 0.0% |
| Q2 2021 | $10,479,000 | +54.4% | 287,260 | +48.0% | 0.00% | 0.0% |
| Q1 2021 | $6,786,000 | +8.9% | 194,150 | +1.1% | 0.00% | +100.0% |
| Q4 2020 | $6,229,000 | +17.7% | 192,056 | +7.5% | 0.00% | 0.0% |
| Q3 2020 | $5,292,000 | +24.6% | 178,662 | +21.1% | 0.00% | 0.0% |
| Q2 2020 | $4,247,000 | -24.4% | 147,564 | -32.3% | 0.00% | -50.0% |
| Q1 2020 | $5,618,000 | +30.6% | 217,999 | +72.6% | 0.00% | +100.0% |
| Q4 2019 | $4,302,000 | +43.0% | 126,296 | +41.0% | 0.00% | 0.0% |
| Q3 2019 | $3,008,000 | +294.2% | 89,564 | +277.2% | 0.00% | – |
| Q2 2019 | $763,000 | +41.0% | 23,747 | +39.7% | 0.00% | – |
| Q1 2019 | $541,000 | +85.3% | 16,999 | +66.8% | 0.00% | – |
| Q4 2018 | $292,000 | +595.2% | 10,191 | +638.5% | 0.00% | – |
| Q3 2018 | $42,000 | -86.5% | 1,380 | -86.8% | 0.00% | – |
| Q1 2018 | $311,000 | -2.2% | 10,494 | +4.2% | 0.00% | – |
| Q4 2017 | $318,000 | -29.5% | 10,071 | -32.4% | 0.00% | – |
| Q3 2017 | $451,000 | +4.6% | 14,889 | +3.5% | 0.00% | – |
| Q2 2017 | $431,000 | +28.7% | 14,380 | +27.6% | 0.00% | – |
| Q1 2017 | $335,000 | +4.0% | 11,273 | 0.0% | 0.00% | – |
| Q4 2016 | $322,000 | +27.8% | 11,273 | +24.8% | 0.00% | – |
| Q3 2016 | $252,000 | – | 9,030 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 629,968 | $21,343,323 | 10.03% |
| ALBION FINANCIAL GROUP /UT | 1,932,499 | $65,473,074 | 6.04% |
| Mill Creek Capital Advisors, LLC | 2,013,386 | $68,213,530 | 2.27% |
| Sovereign Investment Advisors, LLC | 139,675 | $4,732,174 | 1.86% |
| Allworth Financial LP | 3,847,203 | $130,343,241 | 1.12% |
| TAP Consulting, LLC | 115,751 | $3,921,641 | 1.01% |
| Key Client Fiduciary Advisors, LLC | 35,518 | $1,203,350 | 0.74% |
| Centurion Wealth Management LLC | 40,589 | $1,375,167 | 0.67% |
| Arden Trust Co | 110,694 | $3,750,309 | 0.62% |
| Financial Advocates Investment Management | 182,588 | $6,186,082 | 0.44% |