Kestra Advisory Services
BEAT icon

Kestra Advisory Services’s Heartbeam BEAT Stock Holding History

Kestra Advisory Services’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,000
Closed -$7.5K – 3455
2026
Q2 		$7.5K Buy
+10,000
New +$8.94K ﹤0.01% 3252

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Spectrum Asset Management (California)
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Cannon Financial Strategists
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Truist Financial
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Kestra Advisory Services's BEAT Position: Q3 2026 in Review

Kestra Advisory Services sold out of Heartbeam (BEAT) in Q3 2026, closing a stake of 10,000 shares — an estimated $7.5K sold.

Kestra Advisory Services first reported a position in BEAT in Q2 2026 and held it in 1 quarter. The position peaked at $7.5K in Q2 2026. 14 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

  • Kestra Advisory Services reported no remaining Heartbeam position as of Q3 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 10,000 Heartbeam shares in Q3 2026, an estimated $7.5K.
  • Kestra Advisory Services first reported a position in Heartbeam in Q2 2026 and held it in 1 quarter.
  • Kestra Advisory Services's Heartbeam position peaked at $7.5K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.