Kestra Advisory Services’s AvePoint AVPT Stock Holding History

Kestra Advisory Services’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,997	Closed	-$27.7K	–	3205
2025 Q4	$27.7K	Buy	+1,997	New	+$27.6K	﹤0.01%	4335

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kestra Advisory Services's AVPT Position: Q1 2026 in Review

Kestra Advisory Services sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 1,997 shares — an estimated $27.7K sold.

Kestra Advisory Services first reported a position in AVPT in Q4 2025 and held it in 1 quarter. The position peaked at $27.7K in Q4 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

Kestra Advisory Services reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,997 AvePoint shares in Q1 2026, an estimated $27.7K.
Kestra Advisory Services first reported a position in AvePoint in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's AvePoint position peaked at $27.7K in Q4 2025.
255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.