Kestra Advisory Services’s Xtrackers MSCI USA ESG Leaders Equity ETF USSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+3,036	New	+$204K	﹤0.01%	3067
2026 Q1	–	Sell	-546	Closed	-$34.7K	–	4348
2025 Q4	$34.7K	Buy	+546	New	+$34.2K	﹤0.01%	4198
2022 Q1	–	Sell	-38,856	Closed	-$1.72M	–	2131
2021 Q4	$1.72M	Buy	38,856 +477	+1%	+$20.5K	0.02%	747
2021 Q3	$1.53M	Buy	38,379 +2,969	+8%	+$121K	0.02%	817
2021 Q2	$1.4M	Buy	35,410 +1,058	+3%	+$40.6K	0.02%	787
2021 Q1	$1.25M	Buy	+34,352	New	+$1.21M	0.02%	779

Other funds holding USSG

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

WAT

Wealth Advisory Team Bellevue, Kentucky $123M AUM

FWM

Fingerlakes Wealth Management Ithaca, New York $186M AUM 30.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Kestra Advisory Services opened a new position in Xtrackers MSCI USA ESG Leaders Equity ETF (USSG) in Q2 2026: 3,036 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #3067 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in USSG as recently as Q4 2025.

Kestra Advisory Services first reported a position in USSG in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2021. 24 funds tracked by Wall St. Rank hold USSG as of Q2 2026.

Kestra Advisory Services held 3,036 shares of Xtrackers MSCI USA ESG Leaders Equity ETF worth $211K as of Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF was a new Kestra Advisory Services position in Q2 2026.
Xtrackers MSCI USA ESG Leaders Equity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3067 holding.
Kestra Advisory Services first reported a position in Xtrackers MSCI USA ESG Leaders Equity ETF in Q1 2021 and has held it in 6 quarters since.
Kestra Advisory Services's Xtrackers MSCI USA ESG Leaders Equity ETF position peaked at $1.72M in Q4 2021.
24 funds tracked by Wall St. Rank held Xtrackers MSCI USA ESG Leaders Equity ETF as of Q2 2026.

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