Heritage Oak Wealth Advisors LLC Makes New $4.03 Million Investment in Leuthold Select Industries ETF $LST

Heritage Oak Wealth Advisors LLC bought a new position in shares of Leuthold Select Industries ETF (NYSEARCA:LST) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 99,553 shares of the company’s stock, valued at approximately $4,027,000. Leuthold Select Industries ETF makes up about 1.3% of Heritage Oak Wealth Advisors LLC’s holdings, making the stock its 13th biggest holding.

A number of other hedge funds have also modified their holdings of LST. WFA of San Diego LLC purchased a new position in shares of Leuthold Select Industries ETF in the second quarter worth about $232,000. Citadel Advisors LLC boosted its stake in Leuthold Select Industries ETF by 67.0% during the third quarter. Citadel Advisors LLC now owns 15,553 shares of the company’s stock worth $620,000 after buying an additional 6,240 shares during the last quarter. Castleview Partners LLC boosted its stake in Leuthold Select Industries ETF by 9.2% during the fourth quarter. Castleview Partners LLC now owns 113,005 shares of the company’s stock worth $4,537,000 after buying an additional 9,487 shares during the last quarter. Ashton Thomas Private Wealth LLC grew its holdings in Leuthold Select Industries ETF by 3.2% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 34,052 shares of the company’s stock valued at $1,367,000 after buying an additional 1,040 shares in the last quarter. Finally, Sigma Planning Corp purchased a new stake in Leuthold Select Industries ETF in the 4th quarter valued at $2,887,000.

Leuthold Select Industries ETF Stock Down 0.3%

Shares of LST opened at $46.57 on Thursday. Leuthold Select Industries ETF has a 52-week low of $36.03 and a 52-week high of $47.28. The stock has a fifty day simple moving average of $45.53 and a two-hundred day simple moving average of $43.00. The company has a market capitalization of $182.09 million, a PE ratio of 17.27 and a beta of 0.90.

Leuthold Select Industries ETF Company 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.