LPL Financial
ISSC icon

LPL Financial’s Innovative Solutions & Support ISSC Stock Holding History

LPL Financial’s Portfolio ISSC Stock Details ISSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$420K Sell
23,336
-87,880
-79% -$1.7M ﹤0.01% 5172
2026
Q1 		$2.28M Buy
111,216
+94,240
+555% +$2.19M ﹤0.01% 3375
2025
Q4 		$322K Sell
16,976
-77,190
-82% -$879K ﹤0.01% 5098
2025
Q3 		$1.18M Buy
94,166
+14,541
+18% +$203K ﹤0.01% 3840
2025
Q2 		$1.11M Buy
+79,625
New +$723K ﹤0.01% 3665

Other funds holding ISSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial's ISSC Position: Q2 2026 in Review

LPL Financial reduced its Innovative Solutions & Support (ISSC) stake by 79% in Q2 2026, selling an estimated $1.7M and leaving 23,336 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #5172.

LPL Financial first reported a position in ISSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.28M in Q1 2026. 39 funds tracked by Wall St. Rank hold ISSC as of Q2 2026.

  • LPL Financial held 23,336 shares of Innovative Solutions & Support worth $420K as of Q2 2026.
  • LPL Financial sold 87,880 Innovative Solutions & Support shares in Q2 2026, an estimated $1.7M.
  • Innovative Solutions & Support made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5172 holding.
  • LPL Financial first reported a position in Innovative Solutions & Support in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's Innovative Solutions & Support position peaked at $2.28M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

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