Kestra Advisory Services’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.31M	Buy	16,552 +271	+2%	+$20.1K	﹤0.01%	1758
2026 Q2	$1.17M	Buy	16,281 +815	+5%	+$54.2K	﹤0.01%	1720
2026 Q1	$858K	Buy	15,466 +204	+1%	+$11.9K	﹤0.01%	1842
2025 Q4	$929K	Buy	15,262 +11,724	+331%	+$721K	﹤0.01%	1707
2025 Q3	$214K	Buy	+3,538	New	+$207K	﹤0.01%	2702
2021 Q1	–	Sell	-7,748	Closed	-$272K	–	2058
2020 Q4	$272K	Buy	+7,748	New	+$259K	﹤0.01%	1520

Other funds holding TECB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Stonebridge Financial Planning Group Orlando, Florida $318M AUM 15.13% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.7% in Q3 2026, buying an estimated $20.1K and bringing the position to 16,552 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Kestra Advisory Services first reported a position in TECB in Q4 2020 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold TECB as of Q3 2026.

Kestra Advisory Services held 16,552 shares of iShares US Tech Breakthrough Multisector ETF worth $1.31M as of Q3 2026.
Kestra Advisory Services bought 271 iShares US Tech Breakthrough Multisector ETF shares in Q3 2026, an estimated $20.1K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1758 holding.
Kestra Advisory Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2026.

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