LPL Financial
LCAP

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
Q2 		$890K Buy
+26,866
New +$861K ﹤0.01% 4519

Other funds holding LCAP

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

LPL Financial's LCAP Position: Q2 2026 in Review

LPL Financial opened a new position in Principal Capital Appreciation Select ETF (LCAP) in Q2 2026: 26,866 shares worth $890K. The stake represents ﹤0.01% of the portfolio and ranks #4519 among its holdings.

8 funds tracked by Wall St. Rank hold LCAP as of Q2 2026.

  • LPL Financial held 26,866 shares of Principal Capital Appreciation Select ETF worth $890K as of Q2 2026.
  • Principal Capital Appreciation Select ETF was a new LPL Financial position in Q2 2026.
  • Principal Capital Appreciation Select ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4519 holding.
  • 8 funds tracked by Wall St. Rank held Principal Capital Appreciation Select ETF as of Q2 2026.

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