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Kestra Advisory Services, LLC
Kestra Advisory Services, LLC
CLOZ5 quarters
Position history for Kestra Advisory Services, LLC's holdings in SERIES PORTFOLIOS TR
Yes. Kestra Advisory Services holds 74,396 shares of CLOZ, worth $2M, as of its Q2 2026 13F filing. It reduced the position by 78,957 shares (-51.5%) from Q1 2026. Kestra Advisory Services has held CLOZ since Q2 2025, across 5 quarterly 13F filings.
Current Value
$2M
Current Shares
74,396
Total Value Change
+$191,752
Total Shares Change
+8,061
Quarter-by-Quarter History
Other major holders of CLOZ: MORGAN STANLEY, Focus Partners Wealth, GOLDMAN SACHS GROUP INC