LPL Financial
TUGN icon

LPL Financial’s STF Tactical Growth & Income ETF TUGN Stock Holding History

LPL Financial’s Portfolio TUGN Stock Details TUGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
9,656
+339
+4% +$8.32K ﹤0.01% 5424
2025
Q4 		$236K Buy
9,317
+240
+3% +$6.22K ﹤0.01% 5337
2025
Q3 		$236K Buy
+9,077
New +$229K ﹤0.01% 5228
2025
Q1 		– Sell
-11,509
Closed -$276K – 5521
2024
Q4 		$276K Buy
11,509
+515
+5% +$12.3K ﹤0.01% 4603
2024
Q3 		$255K Sell
10,994
-205
-2% -$4.77K ﹤0.01% 4558
2024
Q2 		$274K Sell
11,199
-147
-1% -$3.44K ﹤0.01% 4351
2024
Q1 		$268K Buy
11,346
+286
+3% +$6.69K ﹤0.01% 4292
2023
Q4 		$252K Buy
+11,060
New +$240K ﹤0.01% 4221

Other funds holding TUGN

HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $102M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's TUGN Position: Q1 2026 in Review

LPL Financial increased its STF Tactical Growth & Income ETF (TUGN) stake by 3.6% in Q1 2026, buying an estimated $8.32K and bringing the position to 9,656 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #5424.

LPL Financial first reported a position in TUGN in Q4 2023 and has held it in 8 quarters since. The position peaked at $276K in Q4 2024. 17 funds tracked by Wall St. Rank hold TUGN as of Q1 2026.

  • LPL Financial held 9,656 shares of STF Tactical Growth & Income ETF worth $222K as of Q1 2026.
  • LPL Financial bought 339 STF Tactical Growth & Income ETF shares in Q1 2026, an estimated $8.32K.
  • STF Tactical Growth & Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5424 holding.
  • LPL Financial first reported a position in STF Tactical Growth & Income ETF in Q4 2023 and has held it in 8 quarters since.
  • LPL Financial's STF Tactical Growth & Income ETF position peaked at $276K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held STF Tactical Growth & Income ETF as of Q1 2026.

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