Kestra Private Wealth Services’s CrossAmerica Partners CAPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,573	Closed	-$349K	–	1737
2025 Q3	$349K	Sell	16,573 -452	-3%	-$9.45K	﹤0.01%	1281
2025 Q2	$356K	Buy	17,025 +1,214	+8%	+$27.3K	0.01%	1190
2025 Q1	$388K	Buy	+15,811	New	+$363K	0.01%	1082

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Kestra Private Wealth Services's CAPL Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of CrossAmerica Partners (CAPL) in Q4 2025, closing a stake of 16,573 shares — an estimated $349K sold.

Kestra Private Wealth Services first reported a position in CAPL in Q1 2025 and held it in 3 quarters. The position peaked at $388K in Q1 2025. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2025.

Kestra Private Wealth Services reported no remaining CrossAmerica Partners position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 16,573 CrossAmerica Partners shares in Q4 2025, an estimated $349K.
Kestra Private Wealth Services first reported a position in CrossAmerica Partners in Q1 2025 and held it in 3 quarters.
Kestra Private Wealth Services's CrossAmerica Partners position peaked at $388K in Q1 2025.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.