Kestra Advisory Services’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,631	Closed	-$237K	–	2200
2022 Q1	$237K	Buy	5,631 +413	+8%	+$17.1K	﹤0.01%	1735
2021 Q4	$230K	Sell	5,218 -60	-1%	-$2.56K	﹤0.01%	1792
2021 Q3	$211K	Buy	5,278 +100	+2%	+$4.1K	﹤0.01%	1946
2021 Q2	$206K	Buy	+5,178	New	+$200K	﹤0.01%	1851

Other funds holding LFEQ

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Kestra Advisory Services's LFEQ Position: Q2 2022 in Review

Kestra Advisory Services sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2022, closing a stake of 5,631 shares — an estimated $237K sold.

Kestra Advisory Services first reported a position in LFEQ in Q2 2021 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 12 funds tracked by Wall St. Rank hold LFEQ as of Q2 2022.

Kestra Advisory Services reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2022 after selling out during the quarter.
Kestra Advisory Services sold 5,631 VanEck Long/Flat Trend ETF shares in Q2 2022, an estimated $237K.
Kestra Advisory Services first reported a position in VanEck Long/Flat Trend ETF in Q2 2021 and held it in 4 quarters.
Kestra Advisory Services's VanEck Long/Flat Trend ETF position peaked at $237K in Q1 2022.
12 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2022.

Based on Kestra Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.