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PPIPPI
Showing 8 of 16 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in INVESTMENT MANAGERS SER TR I

Yes. LPL Financial holds 201,255 shares of PPI, worth $4.3M, as of its Q2 2026 13F filing. It increased the position by 39,256 shares (+24.2%) from Q1 2026. LPL Financial has held PPI since Q3 2022, across 16 quarterly 13F filings.

Current Value

$4.3M

Current Shares

201,255

Total Value Change

+$2.7M

Total Shares Change

+96,413

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
201,255
+24.2%
$4.3M0.0%$21.22
33
2026-Q1
Increased
161,999
+66.2%
$3.4M0.0%$20.62
39
2025-Q4
Increased
97,502
+5.2%
$1.8M0.0%$18.41
27
2025-Q3
Increased
92,650
+14.3%
$1.7M0.0%$18.06
29
2025-Q2
Decreased
81,061
-14.3%
$1.3M0.0%$16.07
0
2025-Q1
Decreased
94,597
-9.4%
$1.4M0.0%$14.19
0
2024-Q4
Decreased
104,439
-0.4%
$1.5M0.0%$14.15
0
2024-Q3
Decreased
104,842
-18.3%
$1.6M0.0%$15.10
0

Other major holders of PPI: JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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