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
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
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's HYTR Position: Q1 2026 in Review

LPL Financial increased its CP High Yield Trend ETF (HYTR) stake by 11% in Q1 2026, buying an estimated $20.4M and bringing the position to 9,838,080 shares worth $209M. The position accounts for 0.06% of the portfolio, ranked #330.

LPL Financial first reported a position in HYTR in Q4 2024 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold HYTR as of Q1 2026.

  • LPL Financial held 9,838,080 shares of CP High Yield Trend ETF worth $209M as of Q1 2026.
  • LPL Financial bought 941,080 CP High Yield Trend ETF shares in Q1 2026, an estimated $20.4M.
  • CP High Yield Trend ETF made up 0.06% of LPL Financial's portfolio in Q1 2026, its #330 holding.
  • LPL Financial first reported a position in CP High Yield Trend ETF in Q4 2024 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q1 2026.

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