LPL Financial
DMA

LPL Financial’s Destra Multi-Alternative Fund DMA Stock Holding History

LPL Financial’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$533K Buy
71,200
+1,170
+2% +$8.82K ﹤0.01% 4962
2026
Q1 		$568K Buy
70,030
+15,192
+28% +$131K ﹤0.01% 4647
2025
Q4 		$492K Buy
54,838
+1,953
+4% +$17.2K ﹤0.01% 4731
2025
Q3 		$457K Sell
52,885
-470
-0.9% -$4.08K ﹤0.01% 4700
2025
Q2 		$467K Sell
53,355
-3,300
-6% -$27.9K ﹤0.01% 4440
2025
Q1 		$480K Sell
56,655
-4,611
-8% -$39.7K ﹤0.01% 4212
2024
Q4 		$518K Sell
61,266
-4,520
-7% -$39.7K ﹤0.01% 4061
2024
Q3 		$570K Sell
65,786
-3,990
-6% -$33.2K ﹤0.01% 3884
2024
Q2 		$563K Buy
69,776
+402
+0.6% +$2.97K ﹤0.01% 3771
2024
Q1 		$543K Sell
69,374
-136,921
-66% -$988K ﹤0.01% 3710
2023
Q4 		$1.29M Sell
206,295
-579,200
-74% -$3.59M ﹤0.01% 2830
2023
Q3 		$4.7M Sell
785,495
-907,241
-54% -$4.98M ﹤0.01% 1634
2023
Q2 		$8.48M Buy
1,692,736
+159,400
+10% +$899K 0.01% 1226
2023
Q1 		$9.23M Buy
1,533,336
+170,463
+13% +$1.13M 0.01% 1138
2022
Q4 		$9.31M Buy
1,362,873
+384,348
+39% +$2.54M 0.01% 1062
2022
Q3 		$6.36M Buy
978,525
+610,657
+166% +$4.31M 0.01% 1211
2022
Q2 		$2.52M Buy
+367,868
New +$2.97M ﹤0.01% 1851

Other funds holding DMA

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

LPL Financial's DMA Position: Q2 2026 in Review

LPL Financial increased its Destra Multi-Alternative Fund (DMA) stake by 1.7% in Q2 2026, buying an estimated $8.82K and bringing the position to 71,200 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #4962.

LPL Financial first reported a position in DMA in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.31M in Q4 2022. 11 funds tracked by Wall St. Rank hold DMA as of Q2 2026.

  • LPL Financial held 71,200 shares of Destra Multi-Alternative Fund worth $533K as of Q2 2026.
  • LPL Financial bought 1,170 Destra Multi-Alternative Fund shares in Q2 2026, an estimated $8.82K.
  • Destra Multi-Alternative Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4962 holding.
  • LPL Financial first reported a position in Destra Multi-Alternative Fund in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Destra Multi-Alternative Fund position peaked at $9.31M in Q4 2022.
  • 11 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q2 2026.

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