LPL Financial
DIVD icon

LPL Financial’s Altrius Global Dividend ETF DIVD Stock Holding History

LPL Financial’s Portfolio DIVD Stock Details DIVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$442K Hold
10,390
– – ﹤0.01% 5122
2026
Q1 		$426K Buy
+10,390
New +$426K ﹤0.01% 4904

Other funds holding DIVD

ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $156M AUM 16.68% 1-Year Est. Return
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APFP
Action Point Financial Planning Grand Rapids, Michigan $984M AUM

LPL Financial's DIVD Position: Q2 2026 in Review

LPL Financial held its Altrius Global Dividend ETF (DIVD) position steady in Q2 2026 at 10,390 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #5122.

LPL Financial first reported a position in DIVD in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold DIVD as of Q2 2026.

  • LPL Financial held 10,390 shares of Altrius Global Dividend ETF worth $442K as of Q2 2026.
  • LPL Financial left its Altrius Global Dividend ETF share count unchanged in Q2 2026.
  • Altrius Global Dividend ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5122 holding.
  • LPL Financial first reported a position in Altrius Global Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Altrius Global Dividend ETF as of Q2 2026.

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