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Wealth Enhancement Trust Services’s LPL Financial LPLA Stock Holding History

Wealth Enhancement Trust Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79K Buy
17
+12
+240% +$3.6K ﹤0.01% 849
2026
Q1 		$1.5K Hold
5
– – ﹤0.01% 706
2025
Q4 		$1.79K Buy
+5
New +$1.77K ﹤0.01% 657

Other funds holding LPLA

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Trust Services's LPLA Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its LPL Financial (LPLA) stake by 240% in Q2 2026, buying an estimated $3.6K and bringing the position to 17 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Wealth Enhancement Trust Services first reported a position in LPLA in Q4 2025 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Wealth Enhancement Trust Services held 17 shares of LPL Financial worth $4.79K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 12 LPL Financial shares in Q2 2026, an estimated $3.6K.
  • LPL Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #849 holding.
  • Wealth Enhancement Trust Services first reported a position in LPL Financial in Q4 2025 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.