LPL Financial’s UVA Unconstrained Medium-Term Fixed Income ETF FFIU Stock Holding History

LPL Financial’s Portfolio FFIU Stock Details FFIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28,776	Closed	-$633K	–	5600
2025 Q1	$633K	Buy	+28,776	New	+$626K	﹤0.01%	3946

Other funds holding FFIU

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's FFIU Position: Q2 2025 in Review

LPL Financial sold out of UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) in Q2 2025, closing a stake of 28,776 shares — an estimated $633K sold.

LPL Financial first reported a position in FFIU in Q1 2025 and held it in 1 quarter. The position peaked at $633K in Q1 2025. 7 funds tracked by Wall St. Rank hold FFIU as of Q2 2025.

LPL Financial reported no remaining UVA Unconstrained Medium-Term Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
LPL Financial sold 28,776 UVA Unconstrained Medium-Term Fixed Income ETF shares in Q2 2025, an estimated $633K.
LPL Financial first reported a position in UVA Unconstrained Medium-Term Fixed Income ETF in Q1 2025 and held it in 1 quarter.
LPL Financial's UVA Unconstrained Medium-Term Fixed Income ETF position peaked at $633K in Q1 2025.
7 funds tracked by Wall St. Rank held UVA Unconstrained Medium-Term Fixed Income ETF as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.