LPL Financial
STNC icon

LPL Financial’s Hennessy Sustainable ETF STNC Stock Holding History

LPL Financial’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$681K Hold
19,241
– – ﹤0.01% 4854
2026
Q2 		$741K Buy
19,241
+1,570
+9% +$56.8K ﹤0.01% 4678
2026
Q1 		$600K Buy
17,671
+2,144
+14% +$74.3K ﹤0.01% 4600
2025
Q4 		$515K Sell
15,527
-293
-2% -$9.6K ﹤0.01% 4686
2025
Q3 		$517K Sell
15,820
-1,863
-11% -$59.8K ﹤0.01% 4593
2025
Q2 		$546K Sell
17,683
-1,588
-8% -$46.9K ﹤0.01% 4301
2025
Q1 		$575K Sell
19,271
-638
-3% -$19.7K ﹤0.01% 4038
2024
Q4 		$604K Hold
19,909
– – ﹤0.01% 3925
2024
Q3 		$624K Sell
19,909
-11,614
-37% -$346K ﹤0.01% 3816
2024
Q2 		$927K Buy
31,523
+868
+3% +$25.5K ﹤0.01% 3331
2024
Q1 		$928K Buy
+30,655
New +$882K ﹤0.01% 3248

Other funds holding STNC

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
Horizon Financial Services
Horizon Financial Services Winston Salem, North Carolina $266M AUM 9.94% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

LPL Financial's STNC Position: Q3 2026 in Review

LPL Financial held its Hennessy Sustainable ETF (STNC) position steady in Q3 2026 at 19,241 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #4854.

LPL Financial first reported a position in STNC in Q1 2024 and has held it in 11 quarters since. The position peaked at $928K in Q1 2024. 10 funds tracked by Wall St. Rank hold STNC as of Q3 2026.

  • LPL Financial held 19,241 shares of Hennessy Sustainable ETF worth $681K as of Q3 2026.
  • LPL Financial left its Hennessy Sustainable ETF share count unchanged in Q3 2026.
  • Hennessy Sustainable ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4854 holding.
  • LPL Financial first reported a position in Hennessy Sustainable ETF in Q1 2024 and has held it in 11 quarters since.
  • LPL Financial's Hennessy Sustainable ETF position peaked at $928K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q3 2026.

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