LPL Financial’s Sit Rising Rate ETF RISE Stock Holding History

LPL Financial’s Portfolio RISE Stock Details RISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-8,993	Closed	-$210K	–	3089
2017 Q1	$210K	Buy	+8,993	New	+$213K	﹤0.01%	2465

Other funds holding RISE

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's RISE Position: Q2 2017 in Review

LPL Financial sold out of Sit Rising Rate ETF (RISE) in Q2 2017, closing a stake of 8,993 shares — an estimated $210K sold.

LPL Financial first reported a position in RISE in Q1 2017 and held it in 1 quarter. The position peaked at $210K in Q1 2017. 4 funds tracked by Wall St. Rank hold RISE as of Q2 2017.

LPL Financial reported no remaining Sit Rising Rate ETF position as of Q2 2017 after selling out during the quarter.
LPL Financial sold 8,993 Sit Rising Rate ETF shares in Q2 2017, an estimated $210K.
LPL Financial first reported a position in Sit Rising Rate ETF in Q1 2017 and held it in 1 quarter.
LPL Financial's Sit Rising Rate ETF position peaked at $210K in Q1 2017.
4 funds tracked by Wall St. Rank held Sit Rising Rate ETF as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.