LPL Financial
HELX icon

LPL Financial’s Franklin Genomic Advancements ETF HELX Stock Holding History

LPL Financial’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's HELX Position: Q1 2026 in Review

LPL Financial reduced its Franklin Genomic Advancements ETF (HELX) stake by 40% in Q1 2026, selling an estimated $154K and leaving 6,706 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #5423.

LPL Financial first reported a position in HELX in Q4 2021 and has held it in 16 quarters since. The position peaked at $601K in Q2 2025. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

  • LPL Financial held 6,706 shares of Franklin Genomic Advancements ETF worth $222K as of Q1 2026.
  • LPL Financial sold 4,427 Franklin Genomic Advancements ETF shares in Q1 2026, an estimated $154K.
  • Franklin Genomic Advancements ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5423 holding.
  • LPL Financial first reported a position in Franklin Genomic Advancements ETF in Q4 2021 and has held it in 16 quarters since.
  • LPL Financial's Franklin Genomic Advancements ETF position peaked at $601K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.