Question 1

Does Kestra Advisory Services own IUS stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 242,705 shares of IUS, worth $15.9M.

Question 2

How many shares of IUS does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 242,705 shares of IUS.

Question 3

What is Kestra Advisory Services' IUS position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' IUS position is worth $15.9M.

Question 4

Is Kestra Advisory Services buying or selling IUS?

Accepted Answer

In Q2 2026, Kestra Advisory Services reduced its IUS position by 27,578 shares (-10.2%).

Question 5

When did Kestra Advisory Services first buy IUS?

Accepted Answer

Kestra Advisory Services first reported IUS in its Q3 2023 13F and has listed it in 12 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	242,705	-10.2%	$15.9M	0.1%	$65.36	0
2026-Q1	Increased	270,283	+6.5%	$15.7M	0.1%	$57.54	30
2025-Q4	Increased	253,856	+1.9%	$14.5M	0.1%	$56.58	29
2025-Q3	Increased	249,167	+13.0%	$13.8M	0.1%	$54.45	32
2025-Q2	Decreased	220,557	-12.4%	$11.4M	0.1%	$50.59	0
2025-Q1	Increased	251,789	+17.2%	$12.4M	0.1%	$48.29	33
2024-Q4	Increased	214,803	+102.8%	$10.7M	0.1%	$48.39	45
2024-Q3	Increased	105,892	+1.6%	$5.3M	0.0%	$48.81	27

IUSShowing 8 of 12 quarters

IUS
Showing 8 of 12 quarters