KAS
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Kestra Advisory Services’s Sunoco SUN Stock Holding History

Kestra Advisory Services’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.05M Buy
62,358
+44,563
+250% +$2.7M 0.02% 910
2025
Q4 		$933K Sell
17,795
-1,188
-6% -$62.8K ﹤0.01% 1702
2025
Q3 		$949K Sell
18,983
-44,319
-70% -$2.3M ﹤0.01% 1629
2025
Q2 		$3.39M Sell
63,302
-1,834
-3% -$101K 0.02% 814
2025
Q1 		$3.78M Sell
65,136
-1,653
-2% -$93.6K 0.02% 691
2024
Q4 		$3.44M Buy
+66,789
New +$3.53M 0.02% 739
2024
Q3 		– Sell
-76,073
Closed -$4.3M – 2733
2024
Q2 		$4.3M Buy
76,073
+52,137
+218% +$2.84M 0.02% 645
2024
Q1 		$1.44M Buy
+23,936
New +$1.45M 0.01% 1026
2022
Q3 		– Sell
-18,785
Closed -$700K – 2237
2022
Q2 		$700K Buy
+18,785
New +$764K 0.01% 1136

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Mirae Asset Global ETFs Holdings
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EIP
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CLG
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return