Kestra Advisory Services’s iShares Technology Opportunities Active ETF TEK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$239K	Buy	+5,897	New	+$227K	﹤0.01%	3131

Other funds holding TEK

Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return

Richardson Capital Management Menomonee Falls, Wisconsin $244M AUM 16.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

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

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

Kestra Advisory Services opened a new position in iShares Technology Opportunities Active ETF (TEK) in Q3 2026: 5,897 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #3131 among its holdings.

6 funds tracked by Wall St. Rank hold TEK as of Q3 2026.

Kestra Advisory Services held 5,897 shares of iShares Technology Opportunities Active ETF worth $239K as of Q3 2026.
iShares Technology Opportunities Active ETF was a new Kestra Advisory Services position in Q3 2026.
iShares Technology Opportunities Active ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3131 holding.
6 funds tracked by Wall St. Rank held iShares Technology Opportunities Active ETF as of Q3 2026.

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