LPL Financial’s TruGolf TRUG Stock Holding History

LPL Financial’s Portfolio TRUG Stock Details TRUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2	Closed	-$3.52K	–	5710
2025 Q1	$3.52K	Hold	2	–	–	﹤0.01%	5337
2024 Q4	$6.71K	Buy	+2	New	+$6.21K	﹤0.01%	5263

Other funds holding TRUG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's TRUG Position: Q2 2025 in Review

LPL Financial sold out of TruGolf (TRUG) in Q2 2025, closing a stake of 2 shares — an estimated $3.52K sold.

LPL Financial first reported a position in TRUG in Q4 2024 and held it in 2 quarters. The position peaked at $6.71K in Q4 2024. 2 funds tracked by Wall St. Rank hold TRUG as of Q2 2025.

LPL Financial reported no remaining TruGolf position as of Q2 2025 after selling out during the quarter.
LPL Financial sold 2 TruGolf shares in Q2 2025, an estimated $3.52K.
LPL Financial first reported a position in TruGolf in Q4 2024 and held it in 2 quarters.
LPL Financial's TruGolf position peaked at $6.71K in Q4 2024.
2 funds tracked by Wall St. Rank held TruGolf as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.