KAS
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Kestra Advisory Services’s AllianzIM U.S. Equity Buffer10 Mar ETF MART Stock Holding History

Kestra Advisory Services’s Portfolio MART Stock Details MART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$446K Buy
11,621
+7,805
+205% +$304K ﹤0.01% 2306
2025
Q4 		$148K Buy
+3,816
New +$145K ﹤0.01% 3136
2025
Q3 		– Sell
-10,158
Closed -$365K – 2974
2025
Q2 		$365K Buy
+10,158
New +$345K ﹤0.01% 2207
2024
Q4 		– Sell
-8,781
Closed -$289K – 2753
2024
Q3 		$289K Sell
8,781
-2,145
-20% -$68.6K ﹤0.01% 2119
2024
Q2 		$345K Sell
10,926
-1,307
-11% -$40K ﹤0.01% 2038
2024
Q1 		$374K Buy
+12,233
New +$364K ﹤0.01% 1853

Other funds holding MART

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return