Kestra Advisory Services’s Franklin Genomic Advancements ETF HELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,069	Closed	-$38.8K	–	3661
2025 Q4	$38.8K	Buy	+1,069	New	+$37.7K	﹤0.01%	4118

Other funds holding HELX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kestra Advisory Services sold out of Franklin Genomic Advancements ETF (HELX) in Q1 2026, closing a stake of 1,069 shares — an estimated $38.8K sold.

Kestra Advisory Services first reported a position in HELX in Q4 2025 and held it in 1 quarter. The position peaked at $38.8K in Q4 2025. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

Kestra Advisory Services reported no remaining Franklin Genomic Advancements ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,069 Franklin Genomic Advancements ETF shares in Q1 2026, an estimated $38.8K.
Kestra Advisory Services first reported a position in Franklin Genomic Advancements ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Franklin Genomic Advancements ETF position peaked at $38.8K in Q4 2025.
6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

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