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OCIOOCIO
7 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ETF SER SOLUTIONS

LPL Financial LLC holds 60,436 shares of OCIO (ETF SER SOLUTIONS), worth $2.3M as of 2026-Q2. The position was increased (+11.1% shares). OCIO represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.3M

Current Shares

60,436

Total Value Change

+$2.1M

Total Shares Change

+54,283

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
60,436
+11.1%
$2.3M0.0%$37.81
29
2026-Q1
Increased
54,422
+14.1%
$1.9M0.0%$35.18
29
2025-Q4
Decreased
47,682
-2.7%
$1.7M0.0%$34.89
0
2025-Q3
Increased
48,995
+47.7%
$1.8M0.0%$33.97
35
2025-Q2
Increased
33,179
+170.5%
$1.2M0.0%$31.98
41
2025-Q1
Increased
12,266
+99.3%
$407,1600.0%$30.18
38
2024-Q4
New
6,153
-
$208,8910.0%$30.93
32

Other major holders of OCIO: ENVESTNET ASSET MANAGEMENT INC

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