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Kestra Private Wealth Services’s Simplify Health Care ETF PINK Stock Holding History

Kestra Private Wealth Services’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,582
Closed -$341K – 1275
2023
Q3 		$341K Buy
+13,582
New +$356K 0.01% 810

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TC
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GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kestra Private Wealth Services's PINK Position: Q4 2023 in Review

Kestra Private Wealth Services sold out of Simplify Health Care ETF (PINK) in Q4 2023, closing a stake of 13,582 shares — an estimated $341K sold.

Kestra Private Wealth Services first reported a position in PINK in Q3 2023 and held it in 1 quarter. The position peaked at $341K in Q3 2023. 23 funds tracked by Wall St. Rank hold PINK as of Q4 2023.

  • Kestra Private Wealth Services reported no remaining Simplify Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Kestra Private Wealth Services sold 13,582 Simplify Health Care ETF shares in Q4 2023, an estimated $341K.
  • Kestra Private Wealth Services first reported a position in Simplify Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Simplify Health Care ETF position peaked at $341K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2023.

Based on Kestra Private Wealth Services's 13F filing for Q4 2023, filed 5 Feb 2024.