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 Q2	$7.5K	Buy	+10,000	New	+$8.94K	﹤0.01%	3252

Other funds holding BEAT

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kestra Advisory Services's BEAT Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Heartbeam (BEAT) in Q2 2026: 10,000 shares worth $7.5K. The stake represents ﹤0.01% of the portfolio and ranks #3252 among its holdings.

11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Kestra Advisory Services held 10,000 shares of Heartbeam worth $7.5K as of Q2 2026.
Heartbeam was a new Kestra Advisory Services position in Q2 2026.
Heartbeam made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3252 holding.
11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.