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Financial Invs Tr shares owned by LPL Financial

Quarter-by-quarter ownership of Financial Invs Tr (CCNR) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Financial Invs Tr

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All positions including Financial Invs Tr held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Invs Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $417k 13k 32.78

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Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYV)

View all positions for LPL Financial

Top funds holding Financial Invs Tr

CoreCommodity Management
Joseph Group Capital Management
Old Mission Capital
LPL Financial
Envestnet Asset Management
Mml Investors Services

View all funds holding Financial Invs Tr