LPL Financial’s Franklin Genomic Advancements ETF HELX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $304K | Sell |
6,817
-8,587
| -56% | -$354K | ﹤0.01% | 5517 |
|
|
2026
Q2 | $616K | Buy |
15,404
+8,698
| +130% | +$302K | ﹤0.01% | 4843 |
|
|
2026
Q1 | $222K | Sell |
6,706
-4,427
| -40% | -$154K | ﹤0.01% | 5423 |
|
|
2025
Q4 | $404K | Buy |
11,133
+2,037
| +22% | +$71.9K | ﹤0.01% | 4915 |
|
|
2025
Q3 | $282K | Sell |
9,096
-12,584
| -58% | -$366K | ﹤0.01% | 5097 |
|
|
2025
Q2 | $601K | Buy |
21,680
+3,830
| +21% | +$101K | ﹤0.01% | 4224 |
|
|
2025
Q1 | $482K | Buy |
17,850
+885
| +5% | +$26K | ﹤0.01% | 4210 |
|
|
2024
Q4 | $489K | Buy |
16,965
+2,768
| +19% | +$84.9K | ﹤0.01% | 4108 |
|
|
2024
Q3 | $460K | Buy |
14,197
+3,374
| +31% | +$110K | ﹤0.01% | 4066 |
|
|
2024
Q2 | $343K | Buy |
10,823
+1,585
| +17% | +$49.7K | ﹤0.01% | 4167 |
|
|
2024
Q1 | $303K | Buy |
9,238
+2,175
| +31% | +$68K | ﹤0.01% | 4187 |
|
|
2023
Q4 | $215K | Sell |
7,063
-2,062
| -23% | -$57.3K | ﹤0.01% | 4337 |
|
|
2023
Q3 | $259K | Buy |
9,125
+795
| +10% | +$24K | ﹤0.01% | 4048 |
|
|
2023
Q2 | $252K | Sell |
8,330
-7,232
| -46% | -$219K | ﹤0.01% | 3990 |
|
|
2023
Q1 | $473K | Buy |
15,562
+3,683
| +31% | +$113K | ﹤0.01% | 3382 |
|
|
2022
Q4 | $358K | Buy |
11,879
+1,990
| +20% | +$61.1K | ﹤0.01% | 3530 |
|
|
2022
Q3 | $293K | Buy |
+9,889
| New | +$328K | ﹤0.01% | 3615 |
|
|
2022
Q1 | – | Sell |
-4,903
| Closed | -$238K | – | 4282 |
|
|
2021
Q4 | $238K | Buy |
+4,903
| New | +$244K | ﹤0.01% | 3866 |
|
Other funds holding HELX
LPL Financial's HELX Position: Q3 2026 in Review
LPL Financial reduced its Franklin Genomic Advancements ETF (HELX) stake by 56% in Q3 2026, selling an estimated $354K and leaving 6,817 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #5517.
LPL Financial first reported a position in HELX in Q4 2021 and has held it in 18 quarters since. The position peaked at $616K in Q2 2026. 3 funds tracked by Wall St. Rank hold HELX as of Q3 2026.
- LPL Financial held 6,817 shares of Franklin Genomic Advancements ETF worth $304K as of Q3 2026.
- LPL Financial sold 8,587 Franklin Genomic Advancements ETF shares in Q3 2026, an estimated $354K.
- Franklin Genomic Advancements ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5517 holding.
- LPL Financial first reported a position in Franklin Genomic Advancements ETF in Q4 2021 and has held it in 18 quarters since.
- LPL Financial's Franklin Genomic Advancements ETF position peaked at $616K in Q2 2026.
- 3 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q3 2026.
Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.