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Exchange Traded Concepts’s LPL Financial LPLA Stock Holding History

Exchange Traded Concepts’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-82
Closed -$24.7K – 1622
2026
Q1 		$24.7K Buy
+82
New +$27.5K ﹤0.01% 1477
2022
Q3 		– Sell
-2,623
Closed -$484K – 1249
2022
Q2 		$484K Buy
+2,623
New +$498K 0.01% 525
2020
Q4 		– Sell
-13,777
Closed -$1.06M – 1097
2020
Q3 		$1.06M Buy
13,777
+65
+0.5% +$5.16K 0.06% 156
2020
Q2 		$1.07M Buy
+13,712
New +$916K 0.18% 122

Other funds holding LPLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Exchange Traded Concepts's LPLA Position: Q2 2026 in Review

Exchange Traded Concepts sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 82 shares — an estimated $24.7K sold.

Exchange Traded Concepts first reported a position in LPLA in Q2 2020 and held it in 4 quarters. The position peaked at $1.07M in Q2 2020. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Exchange Traded Concepts reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • Exchange Traded Concepts sold 82 LPL Financial shares in Q2 2026, an estimated $24.7K.
  • Exchange Traded Concepts first reported a position in LPL Financial in Q2 2020 and held it in 4 quarters.
  • Exchange Traded Concepts's LPL Financial position peaked at $1.07M in Q2 2020.
  • 126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Exchange Traded Concepts's 13F filing for Q2 2026, filed 22 Jul 2026.