LPL Financial
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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
Q3 		$585K Buy
77,526
+6,326
+9% +$48.3K ﹤0.01% 4981
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 $722M AUM 7.22% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Absolute Investment Advisers
Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
E6 Portfolios
E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial's DMA Position: Q3 2026 in Review

LPL Financial increased its Destra Multi-Alternative Fund (DMA) stake by 8.9% in Q3 2026, buying an estimated $48.3K and bringing the position to 77,526 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #4981.

LPL Financial first reported a position in DMA in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.31M in Q4 2022. 17 funds tracked by Wall St. Rank hold DMA as of Q3 2026.

  • LPL Financial held 77,526 shares of Destra Multi-Alternative Fund worth $585K as of Q3 2026.
  • LPL Financial bought 6,326 Destra Multi-Alternative Fund shares in Q3 2026, an estimated $48.3K.
  • Destra Multi-Alternative Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4981 holding.
  • LPL Financial first reported a position in Destra Multi-Alternative Fund in Q2 2022 and has held it in 18 quarters since.
  • LPL Financial's Destra Multi-Alternative Fund position peaked at $9.31M in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.