LPL Financial LLC QARP — DBX ETF TR

Ownership history in LPL Financial LLC  ·  15 quarters on record

AI Ownership Summary

LPL Financial LLC reported DBX ETF TR (QARP) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows QARP 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 QARP 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 DBX 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

QARP stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC held QARP — position size vs. price
% of Fund (quarterly)    QARP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 24,612 +2,806 +12.9% 0.00% $1.6M 2026-08-07 $68.06
2026 Q1 ADDED — — — 21,806 +1,797 +9.0% 0.00% $1.3M 2026-05-06 $64.28
2025 Q4 ADDED — — — 20,009 +583 +3.0% 0.00% $1.2M 2026-02-11 $61.98
2025 Q3 REDUCED — — — 19,426 -736 -3.7% 0.00% $1.1M 2025-11-12 $57.69
2025 Q2 ADDED — — — 20,162 +3,610 +21.8% 0.00% $1.1M 2025-08-12 $54.67
2025 Q1 REDUCED 16.3% +4.2% ❌ 16,552 -3,221 -16.3% 0.00% $856K 2025-05-07 $49.99
2024 Q4 ADDED — — — 19,773 +120 +0.6% 0.00% $1.0M 2025-02-11 $53.66
2024 Q3 ADDED — — — 19,653 +2,797 +16.6% 0.00% $1.0M 2024-11-08 $52.66
2024 Q2 ADDED — — — 16,856 +10,434 +162.5% 0.00% $830K 2024-08-07 $46.78
2024 Q1 REDUCED 20.3% +1.4% ❌ 6,422 -1,636 -20.3% 0.00% $313K 2024-05-10 $46.78
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QARP

As of 2026 Q2 — sorted by position size

Aries Wealth Management 3Y 7Y 0.07% Strategic Blueprint, LLC 3Y 7Y 0.03% GHP Investment Advisors, Inc. 3Y 7Y 0.02% SILVER OAK SECURITIES, INCORPORATED 3Y 0.01% Kestra Advisory Services, LLC 3Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% ASSETMARK, INC 3Y 7Y 0.0% CITIGROUP INC 3Y 7Y 0.0%

FAQ About LPL Financial LLC and QARP

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 QARP?

LPL Financial LLC reported QARP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for QARP was 0.00% in 2024 Q3.

What is the latest reported QARP position on this page?

The most recent filing on this page is 2026 Q2, when LPL Financial LLC reported 24,612 shares, equal to 0.00% of portfolio, with an estimated market value of $1.6M.

What does the chart on this QARP ownership page compare?

The chart compares LPL Financial LLC's quarterly QARP 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 QARP position?

Based on 13F filing dates vs. subsequent QARP price moves, LPL Financial LLC correctly timed 9 out of 14 reported position changes (64%). The annualised alpha on QARP relative to SPY over the holding period was -0.6%.

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