Kestra Advisory Services
PMMF icon

Kestra Advisory Services’s iShares Prime Money Market ETF PMMF Stock Holding History

Kestra Advisory Services’s Portfolio PMMF Stock Details PMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Hold
3,125
– – ﹤0.01% 2724
2026
Q1 		$314K Hold
3,125
– – ﹤0.01% 2581
2025
Q4 		$313K Buy
+3,125
New +$314K ﹤0.01% 2506

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TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Sulzberger Capital Advisors
Sulzberger Capital Advisors Miami, Florida $101M AUM 12.74% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
17 Capital Partners
17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Kestra Advisory Services's PMMF Position: Q2 2026 in Review

Kestra Advisory Services held its iShares Prime Money Market ETF (PMMF) position steady in Q2 2026 at 3,125 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Kestra Advisory Services first reported a position in PMMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $314K in Q1 2026. 39 funds tracked by Wall St. Rank hold PMMF as of Q2 2026.

  • Kestra Advisory Services held 3,125 shares of iShares Prime Money Market ETF worth $313K as of Q2 2026.
  • Kestra Advisory Services left its iShares Prime Money Market ETF share count unchanged in Q2 2026.
  • iShares Prime Money Market ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2724 holding.
  • Kestra Advisory Services first reported a position in iShares Prime Money Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's iShares Prime Money Market ETF position peaked at $314K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.