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PHEQPHEQ
5 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in PARAMETRIC HEDGED EQUITY ETF

LPL Financial LLC holds 309,167 shares of PHEQ (PARAMETRIC HEDGED EQUITY ETF), worth $10.7M as of 2026-Q2. The position was increased (+27.4% shares). PHEQ represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$10.7M

Current Shares

309,167

Total Value Change

+$8.9M

Total Shares Change

+249,838

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
309,167
+27.4%
$10.7M0.0%$34.57
34
2026-Q1
Increased
242,705
+26.8%
$7.8M0.0%$32.43
34
2025-Q4
Increased
191,365
+105.3%
$6.2M0.0%$32.65
44
2025-Q3
Increased
93,211
+57.1%
$3M0.0%$31.79
37
2025-Q2
New
59,329
-
$1.8M0.0%$30.32
36

Other major holders of PHEQ: MORGAN STANLEY

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