Question 1

Does Ameriprise Financial own LVHI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Ameriprise Financial holds 2,287,820 shares of LVHI (Legg Mason ETF Investment), worth $92.9M.

Question 2

How many shares of LVHI does Ameriprise Financial own?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial holds 2,287,820 shares of LVHI (Legg Mason ETF Investment).

Question 3

What is Ameriprise Financial's LVHI position worth?

Accepted Answer

As of its Q2 2026 13F, Ameriprise Financial's LVHI position is worth $92.9M.

Question 4

Is Ameriprise Financial buying or selling LVHI?

Accepted Answer

In Q2 2026, Ameriprise Financial increased its LVHI position by 495,042 shares (+27.6%).

Question 5

When did Ameriprise Financial first buy LVHI?

Accepted Answer

Ameriprise Financial first reported LVHI in its Q4 2023 13F and has listed it in 11 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.3M	+27.6%	$92.9M	0.0%	$40.24	37
2026-Q1	Increased	1.8M	+28.6%	$72.7M	0.0%	$39.59	37
2025-Q4	Decreased	1.4M	-17.5%	$51.3M	0.0%	$35.81	0
2025-Q3	Increased	1.7M	+4.5%	$58.7M	0.0%	$33.05	31
2025-Q2	Increased	1.6M	+50.6%	$52.6M	0.0%	$30.67	41
2025-Q1	Increased	1.1M	+27.1%	$34.6M	0.0%	$30.00	36
2024-Q4	Increased	844,346	+32.6%	$25.8M	0.0%	$28.17	37
2024-Q3	Increased	636,533	+30.3%	$19.8M	0.0%	$28.00	36
2024-Q2	Increased	488,350	+95.2%	$14.5M	0.0%	$26.47	45
2024-Q1	Increased	250,144	+863.2%	$7.4M	0.0%	$26.20	44
2023-Q4	New	25,971	-	$718,358	0.0%	$24.30	34

LVHI11 quarters

LVHI
11 quarters