Kestra Private Wealth Services’s Davis Select US Equity ETF DUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.58M	Buy	170,526 +990	+0.6%	+$54.4K	0.11%	210
2026 Q1	$8.6M	Buy	169,536 +10,563	+7%	+$547K	0.11%	219
2025 Q4	$8.13M	Buy	158,973 +8,544	+6%	+$420K	0.1%	221
2025 Q3	$7.21M	Buy	150,429 +25,053	+20%	+$1.18M	0.09%	234
2025 Q2	$5.8M	Buy	125,376 +58,262	+87%	+$2.5M	0.08%	252
2025 Q1	$2.84M	Buy	+67,114	New	+$2.95M	0.05%	371

Other funds holding DUSA

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Kestra Private Wealth Services increased its Davis Select US Equity ETF (DUSA) stake by 0.58% in Q2 2026, buying an estimated $54.4K and bringing the position to 170,526 shares worth $9.58M. The position accounts for 0.11% of the portfolio, ranked #210.

Kestra Private Wealth Services first reported a position in DUSA in Q1 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Kestra Private Wealth Services held 170,526 shares of Davis Select US Equity ETF worth $9.58M as of Q2 2026.
Kestra Private Wealth Services bought 990 Davis Select US Equity ETF shares in Q2 2026, an estimated $54.4K.
Davis Select US Equity ETF made up 0.11% of Kestra Private Wealth Services's portfolio in Q2 2026, its #210 holding.
Kestra Private Wealth Services first reported a position in Davis Select US Equity ETF in Q1 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

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