Kestra Advisory Services’s Roundhill HALO ETF LOHA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$270K	Hold	10,968	–	–	﹤0.01%	3050
2026 Q2	$283K	Buy	+10,968	New	+$276K	﹤0.01%	2819

Other funds holding LOHA

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

3Chopt Investment Partners Richmond, Virginia $558M AUM 27.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kestra Advisory Services's LOHA Position: Q3 2026 in Review

Kestra Advisory Services held its Roundhill HALO ETF (LOHA) position steady in Q3 2026 at 10,968 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Kestra Advisory Services first reported a position in LOHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $283K in Q2 2026. 4 funds tracked by Wall St. Rank hold LOHA as of Q3 2026.

Kestra Advisory Services held 10,968 shares of Roundhill HALO ETF worth $270K as of Q3 2026.
Kestra Advisory Services left its Roundhill HALO ETF share count unchanged in Q3 2026.
Roundhill HALO ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3050 holding.
Kestra Advisory Services first reported a position in Roundhill HALO ETF in Q2 2026 and has held it in 2 quarters since.
Kestra Advisory Services's Roundhill HALO ETF position peaked at $283K in Q2 2026.
4 funds tracked by Wall St. Rank held Roundhill HALO ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.