LPL Financial
MVPA icon

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

LPL Financial's MVPA Position: Q2 2026 in Review

LPL Financial increased its Miller Value Partners Appreciation ETF (MVPA) stake by 9.2% in Q2 2026, buying an estimated $138K and bringing the position to 49,770 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3957.

LPL Financial first reported a position in MVPA in Q2 2025 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold MVPA as of Q2 2026.

  • LPL Financial held 49,770 shares of Miller Value Partners Appreciation ETF worth $1.66M as of Q2 2026.
  • LPL Financial bought 4,185 Miller Value Partners Appreciation ETF shares in Q2 2026, an estimated $138K.
  • Miller Value Partners Appreciation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3957 holding.
  • LPL Financial first reported a position in Miller Value Partners Appreciation ETF in Q2 2025 and has held it in 5 quarters since.
  • 3 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q2 2026.

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