Kestra Advisory Services’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-850	Closed	-$72.1K	–	4227
2025 Q4	$72.1K	Buy	+850	New	+$67.5K	﹤0.01%	3684
2021 Q4	–	Sell	-10,769	Closed	-$595K	–	2172
2021 Q3	$595K	Buy	10,769 +4,839	+82%	+$298K	0.01%	1294
2021 Q2	$367K	Buy	+5,930	New	+$363K	﹤0.01%	1447
2021 Q1	–	Sell	-10,398	Closed	-$467K	–	2040
2020 Q4	$467K	Buy	+10,398	New	+$393K	0.01%	1243

Other funds holding SLX

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Kestra Advisory Services sold out of VanEck Steel ETF (SLX) in Q1 2026, closing a stake of 850 shares — an estimated $72.1K sold.

Kestra Advisory Services first reported a position in SLX in Q4 2020 and held it in 4 quarters. The position peaked at $595K in Q3 2021. 57 funds tracked by Wall St. Rank hold SLX as of Q1 2026.

Kestra Advisory Services reported no remaining VanEck Steel ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 850 VanEck Steel ETF shares in Q1 2026, an estimated $72.1K.
Kestra Advisory Services first reported a position in VanEck Steel ETF in Q4 2020 and held it in 4 quarters.
Kestra Advisory Services's VanEck Steel ETF position peaked at $595K in Q3 2021.
57 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2026.

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