LPL Financial
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LPL Financial’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

LPL Financial’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.83M Sell
56,680
-725
-1% -$35.3K ﹤0.01% 3417
2026
Q2 		$2.56M Sell
57,405
-1,055
-2% -$46.9K ﹤0.01% 3482
2026
Q1 		$2.39M Buy
58,460
+7,112
+14% +$324K ﹤0.01% 3339
2025
Q4 		$2.7M Sell
51,348
-12,625
-20% -$694K ﹤0.01% 3113
2025
Q3 		$3.68M Buy
63,973
+12,917
+25% +$708K ﹤0.01% 2751
2025
Q2 		$2.74M Buy
51,056
+18,087
+55% +$866K ﹤0.01% 2827
2025
Q1 		$1.44M Sell
32,969
-853
-3% -$40.8K ﹤0.01% 3245
2024
Q4 		$1.56M Sell
33,822
-2,612
-7% -$119K ﹤0.01% 3104
2024
Q3 		$1.52M Sell
36,434
-6,422
-15% -$250K ﹤0.01% 2991
2024
Q2 		$1.69M Sell
42,856
-2,380
-5% -$90.8K ﹤0.01% 2761
2024
Q1 		$1.73M Buy
45,236
+2,050
+5% +$77.3K ﹤0.01% 2656
2023
Q4 		$1.58M Sell
43,186
-1,403
-3% -$46.2K ﹤0.01% 2642
2023
Q3 		$1.38M Sell
44,589
-4,239
-9% -$137K ﹤0.01% 2630
2023
Q2 		$1.56M Sell
48,828
-15,748
-24% -$464K ﹤0.01% 2463
2023
Q1 		$1.86M Buy
64,576
+4,929
+8% +$133K ﹤0.01% 2206
2022
Q4 		$1.45M Sell
59,647
-5,929
-9% -$146K ﹤0.01% 2341
2022
Q3 		$1.66M Sell
65,576
-3,537
-5% -$102K ﹤0.01% 2122
2022
Q2 		$1.87M Sell
69,113
-41,651
-38% -$1.25M ﹤0.01% 2080
2022
Q1 		$4.17M Sell
110,764
-4,475
-4% -$179K ﹤0.01% 1557
2021
Q4 		$5.67M Buy
115,239
+4,390
+4% +$234K ﹤0.01% 1380
2021
Q3 		$5.87M Sell
110,849
-482
-0.4% -$26.7K 0.01% 1291
2021
Q2 		$6.35M Sell
111,331
-16,682
-13% -$897K 0.01% 1184
2021
Q1 		$6.67M Buy
128,013
+15,607
+14% +$886K 0.01% 1052
2020
Q4 		$6.1M Buy
112,406
+14,179
+14% +$700K 0.01% 1002
2020
Q3 		$4.33M Sell
98,227
-33,743
-26% -$1.41M 0.01% 1026
2020
Q2 		$5M Buy
131,970
+93,030
+239% +$2.95M 0.01% 878
2020
Q1 		$965K Sell
38,940
-5,915
-13% -$160K ﹤0.01% 1631
2019
Q4 		$1.17M Sell
44,855
-1,845
-4% -$45.4K ﹤0.01% 1716
2019
Q3 		$1.09M Buy
46,700
+10,114
+28% +$251K ﹤0.01% 1666
2019
Q2 		$914K Buy
36,586
+578
+2% +$14.2K ﹤0.01% 1794
2019
Q1 		$868K Buy
36,008
+13,602
+61% +$305K ﹤0.01% 1748
2018
Q4 		$427K Buy
22,406
+9,190
+70% +$187K ﹤0.01% 2173
2018
Q3 		$311K Buy
+13,216
New +$318K ﹤0.01% 2658

Other funds holding OGIG

Drive Wealth Management
Drive Wealth Management Lehi, Utah $583M AUM 27.24% 1-Year Est. Return
Clay Northam Wealth Management
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Hazlett, Burt & Watson
Hazlett, Burt & Watson Wheeling, West Virginia $387M AUM 31.72% 1-Year Est. Return
Summit Wealth Group (Colorado)
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

LPL Financial's OGIG Position: Q3 2026 in Review

LPL Financial reduced its ALPS O'Shares Global Internet Giants ETF (OGIG) stake by 1.3% in Q3 2026, selling an estimated $35.3K and leaving 56,680 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3417.

LPL Financial first reported a position in OGIG in Q3 2018 and has held it in 33 quarters since. The position peaked at $6.67M in Q1 2021. 31 funds tracked by Wall St. Rank hold OGIG as of Q3 2026.

  • LPL Financial held 56,680 shares of ALPS O'Shares Global Internet Giants ETF worth $2.83M as of Q3 2026.
  • LPL Financial sold 725 ALPS O'Shares Global Internet Giants ETF shares in Q3 2026, an estimated $35.3K.
  • ALPS O'Shares Global Internet Giants ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3417 holding.
  • LPL Financial first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2018 and has held it in 33 quarters since.
  • LPL Financial's ALPS O'Shares Global Internet Giants ETF position peaked at $6.67M in Q1 2021.
  • 31 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q3 2026.

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