KAS
WFH

Kestra Advisory Services’s Direxion Work From Home ETF WFH Stock Holding History

Kestra Advisory Services’s Portfolio WFH Stock Details WFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,793
Closed -$212K – 2185
2021
Q2 		$212K Sell
2,793
-953
-25% -$68.4K ﹤0.01% 1833
2021
Q1 		$256K Sell
3,746
-14
-0.4% -$981 ﹤0.01% 1566
2020
Q4 		$254K Buy
3,760
+3,697
+5,868% +$222K ﹤0.01% 1559
2020
Q3 		$222K Buy
+63
New +$3.37K ﹤0.01% 1250

Other funds holding WFH

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
MCM
McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return

Kestra Advisory Services's WFH Position: Q3 2021 in Review

Kestra Advisory Services sold out of Direxion Work From Home ETF (WFH) in Q3 2021, closing a stake of 2,793 shares — an estimated $212K sold.

Kestra Advisory Services first reported a position in WFH in Q3 2020 and held it in 4 quarters. The position peaked at $256K in Q1 2021. 49 funds tracked by Wall St. Rank hold WFH as of Q3 2021.

  • Kestra Advisory Services reported no remaining Direxion Work From Home ETF position as of Q3 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 2,793 Direxion Work From Home ETF shares in Q3 2021, an estimated $212K.
  • Kestra Advisory Services first reported a position in Direxion Work From Home ETF in Q3 2020 and held it in 4 quarters.
  • Kestra Advisory Services's Direxion Work From Home ETF position peaked at $256K in Q1 2021.
  • 49 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.