Kestra Private Wealth Services
BEAT icon

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
Q3 		$62.5K Sell
170,439
-3,000
-2% -$1.51K ﹤0.01% 1724
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

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Sigma Planning Corp
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Smith Salley Wealth Management
Smith Salley Wealth Management Greensboro, North Carolina $2.42B AUM 30.71% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Kestra Private Wealth Services's BEAT Position: Q3 2026 in Review

Kestra Private Wealth Services reduced its Heartbeam (BEAT) stake by 1.7% in Q3 2026, selling an estimated $1.51K and leaving 170,439 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Kestra Private Wealth Services first reported a position in BEAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $420K in Q4 2025. 17 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

  • Kestra Private Wealth Services held 170,439 shares of Heartbeam worth $62.5K as of Q3 2026.
  • Kestra Private Wealth Services sold 3,000 Heartbeam shares in Q3 2026, an estimated $1.51K.
  • Heartbeam made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1724 holding.
  • Kestra Private Wealth Services first reported a position in Heartbeam in Q4 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's Heartbeam position peaked at $420K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.