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TOPTTOPT
7 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES TR

Kestra Advisory Services, LLC holds 61,154 shares of TOPT (ISHARES TR), worth $2M as of 2026-Q2. The position was increased (+10.9% shares). TOPT represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2M

Current Shares

61,154

Total Value Change

+$1.1M

Total Shares Change

+25,066

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
61,154
+10.9%
$2M0.0%$32.92
29
2026-Q1
Decreased
55,144
-0.1%
$1.6M0.0%$29.98
0
2025-Q4
Increased
55,209
+26.2%
$1.7M0.0%$31.44
32
2025-Q3
Increased
43,733
+20.2%
$1.3M0.0%$30.23
30
2025-Q2
Increased
36,371
+6.1%
$992,5650.0%$27.15
27
2025-Q1
Decreased
34,287
-5.0%
$816,7160.0%$23.66
0
2024-Q4
New
36,088
-
$940,4530.0%$26.18
35

Other major holders of TOPT: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, VICTORY CAPITAL MANAGEMENT INC

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