KAS
QBF

Kestra Advisory Services’s Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly QBF Stock Holding History

Kestra Advisory Services’s Portfolio QBF Stock Details QBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
17,661
+4,491
+34% +$86.4K ﹤0.01% 2617
2025
Q4 		$282K Buy
13,170
+5,023
+62% +$123K ﹤0.01% 2594
2025
Q3 		$222K Buy
+8,147
New +$222K ﹤0.01% 2670

Other funds holding QBF

HCA
Hardworking Capital Advisors Palm Desert, California $107M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Kestra Advisory Services's QBF Position: Q1 2026 in Review

Kestra Advisory Services increased its Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly (QBF) stake by 34% in Q1 2026, buying an estimated $86.4K and bringing the position to 17,661 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2617.

Kestra Advisory Services first reported a position in QBF in Q3 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold QBF as of Q1 2026.

  • Kestra Advisory Services held 17,661 shares of Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly worth $302K as of Q1 2026.
  • Kestra Advisory Services bought 4,491 Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly shares in Q1 2026, an estimated $86.4K.
  • Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2617 holding.
  • Kestra Advisory Services first reported a position in Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly in Q3 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.