KAS
FGSM

Kestra Advisory Services’s Frontier Asset Global Small Cap Equity ETF FGSM Stock Holding History

Kestra Advisory Services’s Portfolio FGSM Stock Details FGSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-911
Closed -$27.4K – 4539
2025
Q4 		$27.4K Buy
+911
New +$27K ﹤0.01% 4339

Other funds holding FGSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Kestra Advisory Services's FGSM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Frontier Asset Global Small Cap Equity ETF (FGSM) in Q1 2026, closing a stake of 911 shares — an estimated $27.4K sold.

Kestra Advisory Services first reported a position in FGSM in Q4 2025 and held it in 1 quarter. The position peaked at $27.4K in Q4 2025. 14 funds tracked by Wall St. Rank hold FGSM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Frontier Asset Global Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 911 Frontier Asset Global Small Cap Equity ETF shares in Q1 2026, an estimated $27.4K.
  • Kestra Advisory Services first reported a position in Frontier Asset Global Small Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Frontier Asset Global Small Cap Equity ETF position peaked at $27.4K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Frontier Asset Global Small Cap Equity ETF as of Q1 2026.

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