Kestra Private Wealth Services’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

Kestra Private Wealth Services’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,425	Closed	-$259K	–	987
2021 Q3	$259K	Buy	+7,425	New	+$272K	0.01%	764

Other funds holding AIED

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Kestra Private Wealth Services's AIED Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q4 2021, closing a stake of 7,425 shares — an estimated $259K sold.

Kestra Private Wealth Services first reported a position in AIED in Q3 2021 and held it in 1 quarter. The position peaked at $259K in Q3 2021. 6 funds tracked by Wall St. Rank hold AIED as of Q4 2021.

Kestra Private Wealth Services reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q4 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 7,425 Defiance LLM Catalyst Momentum ETF shares in Q4 2021, an estimated $259K.
Kestra Private Wealth Services first reported a position in Defiance LLM Catalyst Momentum ETF in Q3 2021 and held it in 1 quarter.
Kestra Private Wealth Services's Defiance LLM Catalyst Momentum ETF position peaked at $259K in Q3 2021.
6 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.