Ownership history in LPL Financial LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which LPL Financial LLC reported a position in TOUCHSTONE ETF TRUST (TDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LPL Financial LLC outperformed the S&P 500 by +3.4% annually on this TDI position. Timing score: 71% (5/7 decisions correct). Average cost basis: $36.65. Maximum drawdown during holding period: β7.0%.
β
Outperformed SPY on this position by 3.4% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $27.77 (2024 Q2) Β· Worst: $38.68 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size