Kestra Advisory Services’s Invesco Real Assets ESG ETF IVRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-279	Closed	-$4.53K	–	2907
2025 Q1	$4.53K	Buy	+279	New	+$4.44K	﹤0.01%	2725

Other funds holding IVRA

1WM

1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Kestra Advisory Services's IVRA Position: Q2 2025 in Review

Kestra Advisory Services sold out of Invesco Real Assets ESG ETF (IVRA) in Q2 2025, closing a stake of 279 shares — an estimated $4.53K sold.

Kestra Advisory Services first reported a position in IVRA in Q1 2025 and held it in 1 quarter. The position peaked at $4.53K in Q1 2025. 4 funds tracked by Wall St. Rank hold IVRA as of Q2 2025.

Kestra Advisory Services reported no remaining Invesco Real Assets ESG ETF position as of Q2 2025 after selling out during the quarter.
Kestra Advisory Services sold 279 Invesco Real Assets ESG ETF shares in Q2 2025, an estimated $4.53K.
Kestra Advisory Services first reported a position in Invesco Real Assets ESG ETF in Q1 2025 and held it in 1 quarter.
Kestra Advisory Services's Invesco Real Assets ESG ETF position peaked at $4.53K in Q1 2025.
4 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.