LPL Financial’s CPI Aerostructures CVU Stock Holding History

LPL Financial’s Portfolio CVU Stock Details CVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Sell	197,174 -5,765	-3%	-$24.4K	﹤0.01%	4396
2026 Q1	$796K	Buy	+202,939	New	+$841K	﹤0.01%	4373

Other funds holding CVU

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

LPL Financial's CVU Position: Q2 2026 in Review

LPL Financial reduced its CPI Aerostructures (CVU) stake by 2.8% in Q2 2026, selling an estimated $24.4K and leaving 197,174 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4396.

LPL Financial first reported a position in CVU in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CVU as of Q2 2026.

LPL Financial held 197,174 shares of CPI Aerostructures worth $1.02M as of Q2 2026.
LPL Financial sold 5,765 CPI Aerostructures shares in Q2 2026, an estimated $24.4K.
CPI Aerostructures made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4396 holding.
LPL Financial first reported a position in CPI Aerostructures in Q1 2026 and has held it in 2 quarters since.
37 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.