LPL Financial’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

LPL Financial’s Portfolio MVPA Stock Details MVPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81M	Buy	52,734 +2,964	+6%	+$107K	﹤0.01%	3910
2026 Q2	$1.66M	Buy	49,770 +4,185	+9%	+$138K	﹤0.01%	3957
2026 Q1	$1.43M	Buy	45,585 +19,743	+76%	+$647K	﹤0.01%	3824
2025 Q4	$858K	Buy	25,842 +12,130	+88%	+$406K	﹤0.01%	4222
2025 Q3	$476K	Buy	13,712 +6,732	+96%	+$233K	﹤0.01%	4673
2025 Q2	$241K	Buy	+6,980	New	+$223K	﹤0.01%	4949

Other funds holding MVPA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's MVPA Position: Q3 2026 in Review

LPL Financial increased its Miller Value Partners Appreciation ETF (MVPA) stake by 6% in Q3 2026, buying an estimated $107K and bringing the position to 52,734 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

LPL Financial first reported a position in MVPA in Q2 2025 and has held it in 6 quarters since. 2 funds tracked by Wall St. Rank hold MVPA as of Q3 2026.

LPL Financial held 52,734 shares of Miller Value Partners Appreciation ETF worth $1.81M as of Q3 2026.
LPL Financial bought 2,964 Miller Value Partners Appreciation ETF shares in Q3 2026, an estimated $107K.
Miller Value Partners Appreciation ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3910 holding.
LPL Financial first reported a position in Miller Value Partners Appreciation ETF in Q2 2025 and has held it in 6 quarters since.
2 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q3 2026.

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