LPL Financial’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

LPL Financial’s Portfolio LDRS Stock Details LDRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,312	Closed	-$356K	–	4347
2021 Q1	$356K	Buy	+13,312	New	+$381K	﹤0.01%	3339
2020 Q2	–	Sell	-10,057	Closed	-$187K	–	3535
2020 Q1	$187K	Sell	10,057 -8,572	-46%	-$183K	﹤0.01%	2837
2019 Q4	$420K	Sell	18,629 -1,287	-6%	-$28.5K	﹤0.01%	2516
2019 Q3	$438K	Sell	19,916 -2,971	-13%	-$65K	﹤0.01%	2365
2019 Q2	$485K	Sell	22,887 -3,382	-13%	-$71.4K	﹤0.01%	2317
2019 Q1	$562K	Sell	26,269 -3,433	-12%	-$73.5K	﹤0.01%	2143
2018 Q4	$635K	Sell	29,702 -4,882	-14%	-$112K	﹤0.01%	1861
2018 Q3	$878K	Buy	34,584 +2,265	+7%	+$57.5K	﹤0.01%	1771
2018 Q2	$814K	Sell	32,319 -18,897	-37%	-$467K	﹤0.01%	1774
2018 Q1	$1.26M	Buy	+51,216	New	+$1.32M	﹤0.01%	1434

Other funds holding LDRS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's LDRS Position: Q2 2021 in Review

LPL Financial sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q2 2021, closing a stake of 13,312 shares — an estimated $356K sold.

LPL Financial first reported a position in LDRS in Q1 2018 and held it in 10 quarters. The position peaked at $1.26M in Q1 2018. 3 funds tracked by Wall St. Rank hold LDRS as of Q2 2021.

LPL Financial reported no remaining Innovator IBD ETF Leaders ETF position as of Q2 2021 after selling out during the quarter.
LPL Financial sold 13,312 Innovator IBD ETF Leaders ETF shares in Q2 2021, an estimated $356K.
LPL Financial first reported a position in Innovator IBD ETF Leaders ETF in Q1 2018 and held it in 10 quarters.
LPL Financial's Innovator IBD ETF Leaders ETF position peaked at $1.26M in Q1 2018.
3 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.