Kestra Advisory Services’s MoneyLion Inc. ML Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,050	Closed	-$350K	–	3018
2025 Q1	$350K	Sell	4,050 -225	-5%	-$19.5K	﹤0.01%	2059
2024 Q4	$368K	Buy	+4,275	New	+$288K	﹤0.01%	2090
2023 Q2	–	Sell	-382	Closed	-$6.5K	–	2220
2023 Q1	$6.5K	Hold	382	–	–	﹤0.01%	2038
2022 Q4	$7.1K	Hold	382	–	–	﹤0.01%	2238
2022 Q3	$10K	Buy	+382	New	+$17.5K	﹤0.01%	2082
2022 Q1	–	Sell	-1,120	Closed	-$135K	–	2151
2021 Q4	$135K	Buy	1,120 +666	+147%	+$102K	﹤0.01%	1923
2021 Q3	$92K	Buy	+454	New	+$133K	﹤0.01%	2063

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Kestra Advisory Services sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 4,050 shares — an estimated $350K sold.

Kestra Advisory Services first reported a position in ML in Q3 2021 and held it in 7 quarters. The position peaked at $368K in Q4 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

Kestra Advisory Services reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
Kestra Advisory Services sold 4,050 MoneyLion Inc. shares in Q2 2025, an estimated $350K.
Kestra Advisory Services first reported a position in MoneyLion Inc. in Q3 2021 and held it in 7 quarters.
Kestra Advisory Services's MoneyLion Inc. position peaked at $368K in Q4 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

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