LPL Financial
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LPL Financial’s ClearShares OCIO ETF OCIO Stock Holding History

LPL Financial’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Buy
33,179
+20,913
+170% +$737K ﹤0.01% 3577
2025
Q1 		$407K Buy
12,266
+6,113
+99% +$203K ﹤0.01% 4273
2024
Q4 		$209K Buy
+6,153
New +$209K ﹤0.01% 4674