Lpl Financial LLC Reduced Holdings in Q2 2025

Lpl Financial LLC

  • $283 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MMLG
First Tr Exc Viii First Multi

Technology
-153K
- 27.74%
$24.32 - $33.64 $3.73M - $5.16M
399K $13.4M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-22.2K
- 10.46%
$79.41 - $86.53 $1.77M - $1.92M
190K $16.5M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-39.5K
- 13.87%
$61.08 - $74.04 $2.41M - $2.93M
245K $18.2M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-46.1K
- 3.71%
$19.39 - $20.21 $893K - $931K
1.2M $23.5M
RLY
Ssga Active ETF Tr

ETFs
-62.6K
- 17.1%
$25.82 - $29.59 $1.62M - $1.85M
303K $8.83M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-54.4K
- 4.79%
$66.87 - $79.47 $3.64M - $4.33M
1.08M $85.9M
XMPT
Vaneck Cef Muni Income ETF

ETFs
-69.2K
- 27.1%
$20.18 - $21.62 $1.4M - $1.5M
186K $3.91M
SCCO
Southern Copper Corp

Basic Materials
-27.2K
- 18.34%
$75.63 - $104.64 $2.06M - $2.85M
121K $12.3M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
-16.1K
- 15.37%
$212.85 - $266.59 $3.43M - $4.29M
88.6K $23.6M
ALC
Alcon Inc

Healthcare
-433
- 0.19%
$82.88 - $98.3 $35.9K - $42.6K
231K $20.4M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
-35.5K
- 57.32%
$36.07 - $44.58 $1.28M - $1.58M
26.4K $1.17M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-43.4K
- 12.84%
$17.7 - $20.39 $768K - $885K
294K $5.41M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-43.7K
- 10.41%
$44.42 - $51.46 $1.94M - $2.25M
376K $19.3M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-68.7K
- 3.54%
$22.87 - $23.14 $1.57M - $1.59M
1.87M $43.2M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-96.7K
- 11.3%
$11.35 - $12.45 $1.1M - $1.2M
758K $9.05M
QLYS
Qualys, Inc.

Technology
-15K
- 40.76%
$115.21 - $142.87 $1.73M - $2.14M
21.8K $3.11M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-7.4K
- 0.25%
$24.14 - $25.43 $179K - $188K
2.98M $73.8M
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
-157K
- 15.06%
$12.75 - $15.47 $2.01M - $2.44M
888K $13.7M
APA
Apa Corp

Energy
-20K
- 5.07%
$14.03 - $21.24 $280K - $424K
374K $6.83M
RWM
Proshares Short Russell2000

ETFs
-66.3K
- 68.98%
$18.82 - $23.57 $1.25M - $1.56M
29.8K $561K
WLK
Westlake Corp

Basic Materials
-9.15K
- 30.07%
$69.83 - $102.01 $639K - $933K
21.3K $1.62M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-11.6K
- 9.43%
$41.37 - $53.28 $479K - $617K
111K $4.97M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-63.8K
- 12.68%
$19.43 - $20.13 $1.24M - $1.29M
440K $8.68M
EVRI
Everi Holdings Inc.

Consumer Cyclical
-104K
- 88.96%
$13.27 - $14.24 $1.38M - $1.48M
12.9K $183K
PSEC
Prospect Capital Corp

Financial Services
-147K
- 14.67%
$3.14 - $4.06 $461K - $597K
855K $2.72M
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-71.3K
- 38.17%
$24.47 - $31.91 $1.75M - $2.28M
116K $3.69M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-52.5K
- 13.38%
$11.11 - $14.46 $583K - $759K
340K $4.25M
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
-33.9K
- 53.97%
$38.79 - $51.93 $1.32M - $1.76M
28.9K $1.5M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-34.8K
- 16.79%
$30.93 - $34.56 $1.08M - $1.2M
172K $5.71M
TGTX
Tg Therapeutics, Inc.

Healthcare
-20K
- 10.79%
$33.37 - $45.51 $666K - $908K
165K $5.94M
FLJP
Franklin Templeton ETF Tr

ETFs
-126K
- 12.7%
$26.35 - $32.28 $3.33M - $4.07M
867K $27.9M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-25.7K
- 4.43%
$35.2 - $40.71 $904K - $1.05M
554K $21.9M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
-282K
- 30.68%
$5.27 - $7.02 $1.49M - $1.98M
637K $4.44M
CODI
Compass Diversified Holdings

Industrials
-23.8K
- 25.59%
$6.0 - $18.81 $143K - $448K
69.3K $434K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-107K
- 13.0%
$21.9 - $25.54 $2.35M - $2.74M
717K $18.3M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-42.5K
- 27.81%
$38.61 - $49.26 $1.64M - $2.09M
110K $5.44M
LIT
Global X Fds Global X Lithium

ETFs
-30.1K
- 10.25%
$31.82 - $39.24 $957K - $1.18M
263K $10.1M
OVV
Ovintiv Inc.

Energy
-20.8K
- 20.47%
$31.18 - $44.14 $647K - $916K
80.6K $3.07M
PINK
Simplify Exchange Traded Fds S

ETFs
-48K
- 19.78%
$26.92 - $30.05 $1.29M - $1.44M
195K $5.84M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-61.1K
- 3.35%
$24.94 - $25.42 $1.52M - $1.55M
1.76M $44.8M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-89.3K
- 8.78%
$10.29 - $11.24 $919K - $1M
928K $10.1M
RNEM
First Tr Vi Emerging Mkts Equi

ETFs
-28.3K
- 36.29%
$47.37 - $55.36 $1.34M - $1.57M
49.8K $2.75M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-85.4K
- 19.04%
$20.22 - $26.35 $1.73M - $2.25M
363K $9.43M
EDOW
First Tr Exchange Traded Fd

ETFs
-91K
- 8.47%
$32.19 - $38.33 $2.93M - $3.49M
983K $37.7M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-51.7K
- 12.07%
$22.06 - $22.48 $1.14M - $1.16M
377K $8.37M
ESI
Element Solutions Inc

Basic Materials
-52.8K
- 40.8%
$17.5 - $22.96 $925K - $1.21M
76.6K $1.74M
LII
Lennox International Inc

Industrials
-2.54K
- 11.95%
$508.76 - $605.77 $1.29M - $1.54M
18.7K $10.7M
IIM
Invesco Value Municipal Income Trust

Financial Services
-92.6K
- 34.93%
$11.31 - $12.11 $1.05M - $1.12M
172K $2.01M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-11.2K
- 41.1%
$78.47 - $92.25 $876K - $1.03M
16K $1.3M
Activity Summary
Buys All Purchases 3732 New Holdings 336 Increased Positions 3396 Sells All Sells 1558 Reductions 1558 Sold out 0 Options Calls 60 Puts 85
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