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 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 $164B AUM 112.45% 1-Year Est. Return

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Kestra Advisory Services reduced its Standard Lithium (SLI) stake by 7.9% in Q2 2026, selling an estimated $12.6K and leaving 40,272 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3173.

Kestra Advisory Services first reported a position in SLI in Q4 2021 and has held it in 10 quarters since. The position peaked at $405K in Q3 2025. 136 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

Kestra Advisory Services held 40,272 shares of Standard Lithium worth $111K as of Q2 2026.
Kestra Advisory Services sold 3,450 Standard Lithium shares in Q2 2026, an estimated $12.6K.
Standard Lithium made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3173 holding.
Kestra Advisory Services first reported a position in Standard Lithium in Q4 2021 and has held it in 10 quarters since.
Kestra Advisory Services's Standard Lithium position peaked at $405K in Q3 2025.
136 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

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