LPL Financial
HGRO icon

LPL Financial’s Hedgeye Quality Growth ETF HGRO Stock Holding History

LPL Financial’s Portfolio HGRO Stock Details HGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.56M Sell
250,890
-17,695
-7% -$539K ﹤0.01% 2460
2026
Q2 		$8.42M Buy
+268,585
New +$8.13M ﹤0.01% 2307

Other funds holding HGRO

Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Generation Capital Management
Generation Capital Management Pittsford, New York $164M AUM 32.73% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Insight Advisors
Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return
Regal Investment Advisors
Regal Investment Advisors Kentwood, Michigan $2B AUM 16.57% 1-Year Est. Return
Copia Wealth Management
Copia Wealth Management Bend, Oregon $175M AUM 14.68% 1-Year Est. Return

LPL Financial's HGRO Position: Q3 2026 in Review

LPL Financial reduced its Hedgeye Quality Growth ETF (HGRO) stake by 6.6% in Q3 2026, selling an estimated $539K and leaving 250,890 shares worth $7.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

LPL Financial first reported a position in HGRO in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.42M in Q2 2026. 23 funds tracked by Wall St. Rank hold HGRO as of Q3 2026.

  • LPL Financial held 250,890 shares of Hedgeye Quality Growth ETF worth $7.56M as of Q3 2026.
  • LPL Financial sold 17,695 Hedgeye Quality Growth ETF shares in Q3 2026, an estimated $539K.
  • Hedgeye Quality Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2460 holding.
  • LPL Financial first reported a position in Hedgeye Quality Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's Hedgeye Quality Growth ETF position peaked at $8.42M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Hedgeye Quality Growth ETF as of Q3 2026.

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