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Kestra Private Wealth Services’s Heartbeam BEAT Stock Holding History

Kestra Private Wealth Services’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Sell
173,439
-500
-0.3% -$447 ﹤0.01% 1726
2026
Q1 		$212K Sell
173,939
-1,250
-0.7% -$2K ﹤0.01% 1610
2025
Q4 		$420K Sell
175,189
-800
-0.5% -$1.37K 0.01% 1266
2025
Q3 		$290K Buy
175,989
+33,344
+23% +$42.9K ﹤0.01% 1380
2025
Q2 		$178K Hold
142,645
– – ﹤0.01% 1511
2025
Q1 		$287K Buy
142,645
+38,299
+37% +$81.6K ﹤0.01% 1222
2024
Q4 		$240K Buy
104,346
+725
+0.7% +$1.82K ﹤0.01% 1230
2024
Q3 		$240K Buy
103,621
+12,606
+14% +$30.5K ﹤0.01% 1187
2024
Q2 		$234K Buy
91,015
+725
+0.8% +$1.64K ﹤0.01% 1157
2024
Q1 		$197K Buy
90,290
+8,125
+10% +$15.3K ﹤0.01% 1199
2023
Q4 		$193K Buy
82,165
+7,300
+10% +$10.9K ﹤0.01% 1106
2023
Q3 		$161K Buy
74,865
+7,500
+11% +$19.1K 0.01% 1051
2023
Q2 		$162K Buy
67,365
+2,900
+4% +$6.69K 0.01% 981
2023
Q1 		$146K Buy
64,465
+3,249
+5% +$11.4K 0.01% 955
2022
Q4 		$299K Buy
+61,216
New +$265K 0.02% 674

Other funds holding BEAT

SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kestra Private Wealth Services's BEAT Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Heartbeam (BEAT) stake by 0.29% in Q2 2026, selling an estimated $447 and leaving 173,439 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Kestra Private Wealth Services first reported a position in BEAT in Q4 2022 and has held it in 15 quarters since. The position peaked at $420K in Q4 2025. 11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Kestra Private Wealth Services held 173,439 shares of Heartbeam worth $130K as of Q2 2026.
  • Kestra Private Wealth Services sold 500 Heartbeam shares in Q2 2026, an estimated $447.
  • Heartbeam made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1726 holding.
  • Kestra Private Wealth Services first reported a position in Heartbeam in Q4 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Heartbeam position peaked at $420K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

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