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CLOXCLOX
3 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SERIES PORTFOLIOS TR

LPL Financial LLC holds 1.1M shares of CLOX (SERIES PORTFOLIOS TR), worth $28.9M as of 2026-Q2. The position was increased (+12.4% shares). CLOX represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$28.9M

Current Shares

1.1M

Total Value Change

+$12.6M

Total Shares Change

+488,319

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+12.4%
$28.9M0.0%$25.42
32
2026-Q1
Increased
1M
+56.8%
$25.7M0.0%$25.07
41
2025-Q4
New
640,192
-
$16.3M0.0%$24.82
39

Other major holders of CLOX: AE Wealth Management LLC, JANE STREET GROUP, LLC

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