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CAFXCAFX
7 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in PROFESIONALLY MANAGED PORTFO

Kestra Advisory Services, LLC holds 24,486 shares of CAFX (PROFESIONALLY MANAGED PORTFO), worth $603,090 as of 2026-Q2. The position was decreased (-3.3% shares). CAFX represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$603,090

Current Shares

24,486

Total Value Change

-$614,794

Total Shares Change

-25,346

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
24,486
-3.3%
$603,0900.0%$24.54
0
2026-Q1
Decreased
25,308
-56.0%
$627,7710.0%$24.47
0
2025-Q4
Increased
57,451
+2.4%
$1.4M0.0%$24.44
26
2025-Q3
Decreased
56,112
-0.3%
$1.4M0.0%$24.19
0
2025-Q2
Increased
56,305
+20.0%
$1.4M0.0%$23.88
30
2025-Q1
Decreased
46,913
-5.9%
$1.2M0.0%$23.50
0
2024-Q4
New
49,832
-
$1.2M0.0%$22.96
35

Other major holders of CAFX: OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC

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