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
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 $1.66T AUM 25.57% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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: Q1 2026 in Review

LPL Financial increased its Parametric Equity Premium Income ETF (PAPI) stake by 73% in Q1 2026, buying an estimated $2.86M and bringing the position to 246,792 shares worth $6.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

LPL Financial first reported a position in PAPI in Q2 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold PAPI as of Q1 2026.

  • LPL Financial held 246,792 shares of Parametric Equity Premium Income ETF worth $6.75M as of Q1 2026.
  • LPL Financial bought 104,092 Parametric Equity Premium Income ETF shares in Q1 2026, an estimated $2.86M.
  • Parametric Equity Premium Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2372 holding.
  • LPL Financial first reported a position in Parametric Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Parametric Equity Premium Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.