LPL Financial
PAPI icon

LPL Financial’s Parametric Equity Premium Income ETF PAPI Stock Holding History

LPL Financial’s Portfolio PAPI Stock Details PAPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
389,581
+142,789
+58% +$3.81M ﹤0.01% 2106
2026
Q1 		$6.75M Buy
246,792
+104,092
+73% +$2.86M ﹤0.01% 2372
2025
Q4 		$3.68M Buy
142,700
+41,329
+41% +$1.07M ﹤0.01% 2823
2025
Q3 		$2.64M Buy
101,371
+44,718
+79% +$1.16M ﹤0.01% 3058
2025
Q2 		$1.43M Buy
+56,653
New +$1.44M ﹤0.01% 3427

Other funds holding PAPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

LPL Financial's PAPI Position: Q2 2026 in Review

LPL Financial increased its Parametric Equity Premium Income ETF (PAPI) stake by 58% in Q2 2026, buying an estimated $3.81M and bringing the position to 389,581 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

LPL Financial first reported a position in PAPI in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold PAPI as of Q2 2026.

  • LPL Financial held 389,581 shares of Parametric Equity Premium Income ETF worth $10.4M as of Q2 2026.
  • LPL Financial bought 142,789 Parametric Equity Premium Income ETF shares in Q2 2026, an estimated $3.81M.
  • Parametric Equity Premium Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2106 holding.
  • LPL Financial first reported a position in Parametric Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q2 2026.

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