KPWS
GDVD

Kestra Private Wealth Services’s Copper Place Global Dividend Growth ETF GDVD Stock Holding History

Kestra Private Wealth Services’s Portfolio GDVD Stock Details GDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-31,996
Closed -$774K – 1423
2024
Q1 		$774K Sell
31,996
-88,905
-74% -$2.1M 0.02% 632
2023
Q4 		$2.84M Sell
120,901
-32,672
-21% -$716K 0.07% 276
2023
Q3 		$3.28M Buy
153,573
+61,792
+67% +$1.39M 0.1% 222
2023
Q2 		$2.07M Buy
91,781
+71,942
+363% +$1.63M 0.07% 293
2023
Q1 		$448K Buy
+19,839
New +$453K 0.02% 639

Other funds holding GDVD

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's GDVD Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Copper Place Global Dividend Growth ETF (GDVD) in Q2 2024, closing a stake of 31,996 shares — an estimated $774K sold.

Kestra Private Wealth Services first reported a position in GDVD in Q1 2023 and held it in 5 quarters. The position peaked at $3.28M in Q3 2023. 7 funds tracked by Wall St. Rank hold GDVD as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Copper Place Global Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 31,996 Copper Place Global Dividend Growth ETF shares in Q2 2024, an estimated $774K.
  • Kestra Private Wealth Services first reported a position in Copper Place Global Dividend Growth ETF in Q1 2023 and held it in 5 quarters.
  • Kestra Private Wealth Services's Copper Place Global Dividend Growth ETF position peaked at $3.28M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Copper Place Global Dividend Growth ETF as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.