Kestra Advisory Services’s NeoVolta NEOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$143K	Buy	+55,000	New	+$162K	﹤0.01%	3318

Other funds holding NEOV

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

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

Kestra Advisory Services opened a new position in NeoVolta (NEOV) in Q3 2026: 55,000 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #3318 among its holdings.

15 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

Kestra Advisory Services held 55,000 shares of NeoVolta worth $143K as of Q3 2026.
NeoVolta was a new Kestra Advisory Services position in Q3 2026.
NeoVolta made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3318 holding.
15 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

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