Kestra Advisory Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Kestra Advisory Services’s Portfolio GARP Stock Details GARP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.06M	Buy	63,437 +27,130	+75%	+$1.84M	0.02%	908
2025 Q4	$2.47M	Buy	36,307 +18,179	+100%	+$1.22M	0.01%	1098
2025 Q3	$1.19M	Buy	18,128 +390	+2%	+$24.4K	0.01%	1480
2025 Q2	$1.07M	Buy	17,738 +2,460	+16%	+$134K	0.01%	1434
2025 Q1	$779K	Buy	15,278 +1,140	+8%	+$63.7K	﹤0.01%	1542
2024 Q4	$795K	Buy	14,138 +7,426	+111%	+$410K	﹤0.01%	1545
2024 Q3	$358K	Buy	+6,712	New	+$346K	﹤0.01%	1984

Other funds holding GARP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 75% in Q1 2026, buying an estimated $1.84M and bringing the position to 63,437 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #908.

Kestra Advisory Services first reported a position in GARP in Q3 2024 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold GARP as of Q1 2026.

Kestra Advisory Services held 63,437 shares of iShares MSCI USA Quality GARP ETF worth $4.06M as of Q1 2026.
Kestra Advisory Services bought 27,130 iShares MSCI USA Quality GARP ETF shares in Q1 2026, an estimated $1.84M.
iShares MSCI USA Quality GARP ETF made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #908 holding.
Kestra Advisory Services first reported a position in iShares MSCI USA Quality GARP ETF in Q3 2024 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q1 2026.

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