KAS
CIO

Kestra Advisory Services’s City Office REIT CIO Stock Holding History

Kestra Advisory Services’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-24,010
Closed -$168K – 3333
2025
Q4 		$168K Sell
24,010
-7,230
-23% -$50K ﹤0.01% 3035
2025
Q3 		$217K Buy
+31,240
New +$206K ﹤0.01% 2686

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return