LPL Financial’s Principal Capital Appreciation Select ETF LCAP Stock Holding History

LPL Financial’s Portfolio LCAP Stock Details LCAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.09M	Buy	62,204 +35,338	+132%	+$1.18M	﹤0.01%	3752
2026 Q2	$890K	Buy	+26,866	New	+$861K	﹤0.01%	4519

Other funds holding LCAP

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's LCAP Position: Q3 2026 in Review

LPL Financial increased its Principal Capital Appreciation Select ETF (LCAP) stake by 132% in Q3 2026, buying an estimated $1.18M and bringing the position to 62,204 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #3752.

LPL Financial first reported a position in LCAP in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold LCAP as of Q3 2026.

LPL Financial held 62,204 shares of Principal Capital Appreciation Select ETF worth $2.09M as of Q3 2026.
LPL Financial bought 35,338 Principal Capital Appreciation Select ETF shares in Q3 2026, an estimated $1.18M.
Principal Capital Appreciation Select ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3752 holding.
LPL Financial first reported a position in Principal Capital Appreciation Select ETF in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q3 2026.

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