Kestra Advisory Services
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Kestra Advisory Services’s Beta Technologies Inc BETA Stock Holding History

Kestra Advisory Services’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,493
Closed -$70.3K – 4620
2025
Q4 		$70.3K Buy
+2,493
New +$74.4K ﹤0.01% 3708

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HHAM
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Vanguard Capital Management
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Kestra Advisory Services's BETA Position: Q1 2026 in Review

Kestra Advisory Services sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 2,493 shares — an estimated $70.3K sold.

Kestra Advisory Services first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $70.3K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Kestra Advisory Services reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,493 Beta Technologies Inc shares in Q1 2026, an estimated $70.3K.
  • Kestra Advisory Services first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Beta Technologies Inc position peaked at $70.3K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

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