Back to LPL Financial LLC LPL Financial LLC

CTACTA
Showing 8 of 14 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

LPL Financial LLC holds 1.5M shares of CTA (SIMPLIFY EXCHANGE TRADED FUN), worth $38.3M as of 2026-Q2. The position was increased (+40.0% shares). CTA represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$38.3M

Current Shares

1.5M

Total Value Change

+$29.8M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+40.0%
$38.3M0.0%$25.81
39
2026-Q1
Decreased
1.1M
-1.7%
$31.8M0.0%$29.63
0
2025-Q4
Increased
1.1M
+28.8%
$29.2M0.0%$26.36
36
2025-Q3
Decreased
832,631
-2.5%
$23.3M0.0%$26.75
0
2025-Q2
Increased
853,567
+14.7%
$22.8M0.0%$25.39
33
2025-Q1
Increased
743,913
+77.0%
$22M0.0%$27.85
43
2024-Q4
Increased
420,341
+28.8%
$11.7M0.0%$26.13
35
2024-Q3
Increased
326,374
+13.7%
$8.5M0.0%$23.74
31

Other major holders of CTA: BANK OF AMERICA CORP /DE/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used