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CVIECVIE
4 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in MORGAN STANLEY ETF TRUST

Yes. Kestra Advisory Services holds 16,978 shares of CVIE, worth $1.4M, as of its Q2 2026 13F filing. It increased the position by 1,020 shares (+6.4%) from Q1 2026. Kestra Advisory Services has held CVIE since Q3 2025, across 4 quarterly 13F filings.

Current Value

$1.4M

Current Shares

16,978

Total Value Change

+$422,865

Total Shares Change

+2,021

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
16,978
+6.4%
$1.4M0.0%$84.76
27
2026-Q1
Increased
15,958
+0.6%
$1.2M0.0%$71.83
25
2025-Q4
Increased
15,865
+6.1%
$1.1M0.0%$70.41
27
2025-Q3
New
14,957
-
$1M0.0%$66.51
35

Other major holders of CVIE: COMMONWEALTH EQUITY SERVICES, LLC

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