Kestra Advisory Services’s Standard Lithium SLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-40,272	Closed	-$111K	–	3525
2026 Q2	$111K	Sell	40,272 -3,450	-8%	-$12.6K	﹤0.01%	3173
2026 Q1	$149K	Sell	43,722 -29,450	-40%	-$132K	﹤0.01%	2988
2025 Q4	$327K	Sell	73,172 -47,000	-39%	-$199K	﹤0.01%	2474
2025 Q3	$405K	Sell	120,172 -5,533	-4%	-$15.5K	﹤0.01%	2201
2025 Q2	$246K	Buy	125,705 +50,200	+66%	+$79K	﹤0.01%	2512
2025 Q1	$95.9K	Buy	+75,505	New	+$109K	﹤0.01%	2594
2024 Q1	–	Sell	-11,505	Closed	-$23.2K	–	2523
2023 Q4	$23.2K	Buy	+11,505	New	+$28.7K	﹤0.01%	2245
2022 Q4	–	Sell	-12,955	Closed	-$56K	–	2337
2022 Q3	$56K	Sell	12,955 -600	-4%	-$3.14K	﹤0.01%	2021
2022 Q2	$57K	Buy	+13,555	New	+$80.2K	﹤0.01%	2031
2022 Q1	–	Sell	-14,883	Closed	-$146K	–	2116
2021 Q4	$146K	Buy	+14,883	New	+$146K	﹤0.01%	1914

Other funds holding SLI

VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Walleye Capital New York $109B AUM 29.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Kestra Advisory Services sold out of Standard Lithium (SLI) in Q3 2026, closing a stake of 40,272 shares — an estimated $111K sold.

Kestra Advisory Services first reported a position in SLI in Q4 2021 and held it in 10 quarters. The position peaked at $405K in Q3 2025. 103 funds tracked by Wall St. Rank hold SLI as of Q3 2026.

Kestra Advisory Services reported no remaining Standard Lithium position as of Q3 2026 after selling out during the quarter.
Kestra Advisory Services sold 40,272 Standard Lithium shares in Q3 2026, an estimated $111K.
Kestra Advisory Services first reported a position in Standard Lithium in Q4 2021 and held it in 10 quarters.
Kestra Advisory Services's Standard Lithium position peaked at $405K in Q3 2025.
103 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2026.

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