Heritage Oak Wealth Advisors LLC Takes $4.03 Million Position in Leuthold Select Industries ETF $LST

Heritage Oak Wealth Advisors LLC bought a new position in shares of Leuthold Select Industries ETF (NYSEARCA:LST) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 99,553 shares of the company’s stock, valued at approximately $4,027,000. Leuthold Select Industries ETF accounts for approximately 1.3% of Heritage Oak Wealth Advisors LLC’s portfolio, making the stock its 13th largest holding. Heritage Oak Wealth Advisors LLC owned about 2.95% of Leuthold Select Industries ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently bought and sold shares of LST. WFA of San Diego LLC acquired a new position in Leuthold Select Industries ETF in the second quarter valued at approximately $232,000. Arete Wealth Advisors LLC acquired a new stake in shares of Leuthold Select Industries ETF during the 4th quarter worth approximately $243,000. RFG Advisory LLC purchased a new position in shares of Leuthold Select Industries ETF during the 1st quarter valued at approximately $325,000. Legacy Wealth Partners LLC purchased a new position in shares of Leuthold Select Industries ETF during the 1st quarter valued at approximately $496,000. Finally, LPL Financial LLC increased its holdings in shares of Leuthold Select Industries ETF by 78.4% during the 4th quarter. LPL Financial LLC now owns 14,694 shares of the company’s stock valued at $590,000 after purchasing an additional 6,458 shares in the last quarter.

Leuthold Select Industries ETF Price Performance

LST opened at $46.57 on Thursday. The firm has a fifty day moving average price of $45.53 and a 200 day moving average price of $43.00. Leuthold Select Industries ETF has a 1 year low of $36.03 and a 1 year high of $47.28. The stock has a market cap of $182.09 million, a P/E ratio of 17.27 and a beta of 0.90.

Leuthold Select Industries ETF Profile

The Leuthold Select Industries ETF (LST) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking capital appreciation by broadly investing in US equity securities. The selection process utilizes a quantitative approach that focuses on shifts in industry groups LST was launched on Jan 21, 2025 and is issued by Leuthold.