KAS
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Kestra Advisory Services’s Direxion Auspice Broad Commodity Strategy ETF COM Stock Holding History

Kestra Advisory Services’s Portfolio COM Stock Details COM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
7,796
+4,433
+132% +$141K ﹤0.01% 2745
2025
Q4 		$99.5K Buy
+3,363
New +$98.8K ﹤0.01% 3423
2024
Q3 		– Sell
-8,670
Closed -$251K – 2591
2024
Q2 		$251K Buy
8,670
+511
+6% +$15K ﹤0.01% 2244
2024
Q1 		$231K Buy
+8,159
New +$228K ﹤0.01% 2182
2023
Q1 		– Sell
-120,841
Closed -$3.56M – 2117
2022
Q4 		$3.56M Buy
120,841
+17,930
+17% +$535K 0.03% 541
2022
Q3 		$3.07M Buy
102,911
+34,586
+51% +$1.04M 0.03% 513
2022
Q2 		$2.12M Buy
+68,325
New +$2.29M 0.02% 654

Other funds holding COM

PWA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return