KAS
CLIA

Kestra Advisory Services’s Veridien Climate Action ETF CLIA Stock Holding History

Kestra Advisory Services’s Portfolio CLIA Stock Details CLIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,078
Closed -$207K – 2544
2023
Q4 		$207K Buy
+10,078
New +$185K ﹤0.01% 2090

Other funds holding CLIA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Advisory Services's CLIA Position: Q1 2024 in Review

Kestra Advisory Services sold out of Veridien Climate Action ETF (CLIA) in Q1 2024, closing a stake of 10,078 shares — an estimated $207K sold.

Kestra Advisory Services first reported a position in CLIA in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 10 funds tracked by Wall St. Rank hold CLIA as of Q1 2024.

  • Kestra Advisory Services reported no remaining Veridien Climate Action ETF position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 10,078 Veridien Climate Action ETF shares in Q1 2024, an estimated $207K.
  • Kestra Advisory Services first reported a position in Veridien Climate Action ETF in Q4 2023 and held it in 1 quarter.
  • Kestra Advisory Services's Veridien Climate Action ETF position peaked at $207K in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Veridien Climate Action ETF as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.