LPL Financial
HYTR icon

LPL Financial’s CP High Yield Trend ETF HYTR Stock Holding History

LPL Financial’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238M Buy
11,139,413
+1,301,333
+13% +$27.9M 0.05% 345
2026
Q1 		$209M Buy
9,838,080
+941,080
+11% +$20.4M 0.06% 330
2025
Q4 		$193M Buy
8,897,000
+1,603,626
+22% +$34.9M 0.05% 335
2025
Q3 		$160M Buy
7,293,374
+1,393,073
+24% +$30.4M 0.05% 367
2025
Q2 		$128M Buy
5,900,301
+1,386,031
+31% +$29.6M 0.04% 393
2025
Q1 		$98.4M Buy
4,514,270
+1,721,297
+62% +$37.8M 0.04% 431
2024
Q4 		$60.7M Buy
+2,792,973
New +$61.4M 0.02% 568

Other funds holding HYTR

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial's HYTR Position: Q2 2026 in Review

LPL Financial increased its CP High Yield Trend ETF (HYTR) stake by 13% in Q2 2026, buying an estimated $27.9M and bringing the position to 11,139,413 shares worth $238M. The position accounts for 0.05% of the portfolio, ranked #345.

LPL Financial first reported a position in HYTR in Q4 2024 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold HYTR as of Q2 2026.

  • LPL Financial held 11,139,413 shares of CP High Yield Trend ETF worth $238M as of Q2 2026.
  • LPL Financial bought 1,301,333 CP High Yield Trend ETF shares in Q2 2026, an estimated $27.9M.
  • CP High Yield Trend ETF made up 0.05% of LPL Financial's portfolio in Q2 2026, its #345 holding.
  • LPL Financial first reported a position in CP High Yield Trend ETF in Q4 2024 and has held it in 7 quarters since.
  • 18 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.