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CVLCCVLC
4 quarters

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

Yes. Kestra Advisory Services holds 20,391 shares of CVLC, worth $1.9M, as of its Q2 2026 13F filing. It reduced the position by 50 shares (-0.2%) from Q1 2026. Kestra Advisory Services has held CVLC since Q3 2025, across 4 quarterly 13F filings.

Current Value

$1.9M

Current Shares

20,391

Total Value Change

+$926,731

Total Shares Change

+8,182

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
20,391
-0.2%
$1.9M0.0%$94.25
0
2026-Q1
Increased
20,441
+3.7%
$1.6M0.0%$79.70
27
2025-Q4
Increased
19,708
+61.4%
$1.7M0.0%$83.68
37
2025-Q3
New
12,209
-
$999,5670.0%$81.05
35

Other major holders of CVLC: Wealthspire Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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