LPL Financial
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LPL Financial’s STF Tactical Growth ETF TUG Stock Holding History

LPL Financial’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.06M Sell
82,374
-2,546
-3% -$99.6K ﹤0.01% 3110
2025
Q4 		$3.37M Sell
84,920
-4,632
-5% -$186K ﹤0.01% 2898
2025
Q3 		$3.51M Buy
89,552
+777
+0.9% +$29.1K ﹤0.01% 2798
2025
Q2 		$3.22M Sell
88,775
-6,173
-7% -$202K ﹤0.01% 2678
2025
Q1 		$2.94M Sell
94,948
-12,190
-11% -$406K ﹤0.01% 2583
2024
Q4 		$3.59M Sell
107,138
-35,937
-25% -$1.24M ﹤0.01% 2347
2024
Q3 		$4.78M Sell
143,075
-10,998
-7% -$365K ﹤0.01% 2035
2024
Q2 		$5.28M Sell
154,073
-4,916
-3% -$159K ﹤0.01% 1800
2024
Q1 		$5.06M Sell
158,989
-482
-0.3% -$14.8K ﹤0.01% 1776
2023
Q4 		$4.69M Buy
159,471
+71,191
+81% +$1.96M ﹤0.01% 1725
2023
Q3 		$2.35M Buy
88,280
+3,473
+4% +$96.2K ﹤0.01% 2169
2023
Q2 		$2.35M Buy
+84,807
New +$2.19M ﹤0.01% 2107

Other funds holding TUG

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

LPL Financial's TUG Position: Q1 2026 in Review

LPL Financial reduced its STF Tactical Growth ETF (TUG) stake by 3% in Q1 2026, selling an estimated $99.6K and leaving 82,374 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

LPL Financial first reported a position in TUG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.28M in Q2 2024. 16 funds tracked by Wall St. Rank hold TUG as of Q1 2026.

  • LPL Financial held 82,374 shares of STF Tactical Growth ETF worth $3.06M as of Q1 2026.
  • LPL Financial sold 2,546 STF Tactical Growth ETF shares in Q1 2026, an estimated $99.6K.
  • STF Tactical Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3110 holding.
  • LPL Financial first reported a position in STF Tactical Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's STF Tactical Growth ETF position peaked at $5.28M in Q2 2024.
  • 16 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q1 2026.

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