Global X Japan’s LPL Financial LPLA Stock Holding History

Global X Japan’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	-27	Closed	-$8.12K	–	403
2026 Q1	$8.12K	Sell	27 -31	-53%	-$10.4K	﹤0.01%	370
2025 Q4	$20.7K	Buy	58 +36	+164%	+$12.7K	﹤0.01%	234
2025 Q3	$7.32K	Sell	22 -8	-27%	-$2.9K	﹤0.01%	320
2025 Q2	$11.2K	Sell	30 -57	-66%	-$20K	﹤0.01%	262
2025 Q1	$28.5K	Sell	87 -13	-13%	-$4.53K	﹤0.01%	177
2024 Q4	$32.7K	Buy	100 +16	+19%	+$4.73K	﹤0.01%	149
2024 Q3	$19.5K	Buy	84 +39	+87%	+$8.79K	﹤0.01%	195
2024 Q2	$12.6K	Sell	45 -22	-33%	-$5.97K	﹤0.01%	239
2024 Q1	$17.7K	Sell	67 -9	-12%	-$2.27K	﹤0.01%	197
2023 Q4	$17.3K	Buy	+76	New	+$17.1K	0.01%	215

Other funds holding LPLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return