Kestra Advisory Services’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,460	Closed	-$156K	–	4440
2025 Q4	$156K	Buy	+4,460	New	+$152K	﹤0.01%	3081

Other funds holding YOU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's YOU Position: Q1 2026 in Review

Kestra Advisory Services sold out of Clear Secure (YOU) in Q1 2026, closing a stake of 4,460 shares — an estimated $156K sold.

Kestra Advisory Services first reported a position in YOU in Q4 2025 and held it in 1 quarter. The position peaked at $156K in Q4 2025. 420 funds tracked by Wall St. Rank hold YOU as of Q1 2026.

Kestra Advisory Services reported no remaining Clear Secure position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 4,460 Clear Secure shares in Q1 2026, an estimated $156K.
Kestra Advisory Services first reported a position in Clear Secure in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Clear Secure position peaked at $156K in Q4 2025.
420 funds tracked by Wall St. Rank held Clear Secure as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.