LPL Financial LLC OEUR — ALPS ETF TR

Ownership history in LPL Financial LLC  ·  17 quarters on record

AI Ownership Summary

LPL Financial LLC reported ALPS ETF TR (OEUR) in 17 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows OEUR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OEUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial LLC's position in ALPS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OEUR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OEUR stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held OEUR — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 47,189 -3,304 -6.5% 0.00% $1.6M 2026-08-07 $34.68
2026 Q1 REDUCED — — — 50,493 -8,265 -14.1% 0.00% $1.6M 2026-05-06 $32.35
2025 Q4 REDUCED — — — 58,758 -4,345 -6.9% 0.00% $2.0M 2026-02-11 $34.96
2025 Q3 REDUCED — — — 63,103 -488 -0.8% 0.00% $2.1M 2025-11-12 $33.29
2025 Q2 REDUCED — — — 63,591 -1,210 -1.9% 0.00% $2.1M 2025-08-12 $31.65
2025 Q1 REDUCED — — — 64,801 -3,373 -4.9% 0.00% $2.0M 2025-05-07 $31.21
2024 Q4 REDUCED — — — 68,174 -8,859 -11.5% 0.00% $1.9M 2025-02-11 $28.90
2024 Q3 REDUCED — — — 77,033 -2,804 -3.5% 0.00% $2.5M 2024-11-08 $28.16
2024 Q2 ADDED — — — 79,837 +1,668 +2.1% 0.00% $2.4M 2024-08-07 $27.67
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding OEUR

As of 2026 Q2 — sorted by position size

USA FINANCIAL FORMULAS 0.05% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% ALPS ADVISORS INC 3Y 7Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% Institute for Wealth Management, LLC. 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0% STIFEL FINANCIAL CORP 3Y 7Y 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% RAYMOND JAMES FINANCIAL INC 0.0% Rockefeller Capital Management L.P. 3Y 7Y 0.0%

FAQ About LPL Financial LLC and OEUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LPL Financial LLC reported owning OEUR?

LPL Financial LLC reported OEUR across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported OEUR position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for OEUR was 0.00% in 2024 Q2.

What is the latest reported OEUR position on this page?

The most recent filing on this page is 2026 Q2, when LPL Financial LLC reported 47,189 shares, equal to 0.00% of portfolio, with an estimated market value of $1.6M.

What does the chart on this OEUR ownership page compare?

The chart compares LPL Financial LLC's quarterly OEUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LPL Financial LLC time their OEUR position?

Based on 13F filing dates vs. subsequent OEUR price moves, LPL Financial LLC correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on OEUR relative to SPY over the holding period was -4.0%.

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