Question 1

Does LPL Financial own TUA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 431,936 shares of TUA (Simplify Exchange Traded Fun), worth $8.8M.

Question 2

How many shares of TUA does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 431,936 shares of TUA (Simplify Exchange Traded Fun).

Question 3

What is LPL Financial's TUA position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's TUA position is worth $8.8M.

Question 4

Is LPL Financial buying or selling TUA?

Accepted Answer

In Q2 2026, LPL Financial reduced its TUA position by 333,138 shares (-43.5%).

Question 5

When did LPL Financial first buy TUA?

Accepted Answer

LPL Financial first reported TUA in its Q3 2023 13F and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	431,936	-43.5%	$8.8M	0.0%	$20.22	0
2026-Q1	Decreased	765,074	-7.4%	$16.1M	0.0%	$20.74	0
2025-Q4	Increased	825,818	+121.2%	$18.1M	0.0%	$21.43	46
2025-Q3	Decreased	373,274	-36.7%	$8.2M	0.0%	$21.21	0
2025-Q2	Increased	589,420	+9.9%	$13M	0.0%	$21.13	31
2025-Q1	Increased	536,403	+116.1%	$11.8M	0.0%	$20.82	45
2024-Q4	Decreased	248,172	-36.4%	$5.3M	0.0%	$19.97	0
2024-Q3	Increased	390,118	+115.8%	$9M	0.0%	$21.34	44
2024-Q2	Decreased	180,774	-6.2%	$3.9M	0.0%	$19.54	0
2024-Q1	Decreased	192,675	-0.2%	$4.2M	0.0%	$19.77	0
2023-Q4	Increased	193,013	+159.7%	$4.5M	0.0%	$20.72	43
2023-Q3	New	74,319	-	$1.6M	0.0%	$19.27	35

TUA12 quarters

TUA
12 quarters