KPWS
PUSA

Kestra Private Wealth Services’s Aureus Greenway Holdings PUSA Stock Holding History

Kestra Private Wealth Services’s Portfolio PUSA Stock Details PUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.5K Buy
+10,900
New +$45.7K ﹤0.01% 1774

Other funds holding PUSA

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Kestra Private Wealth Services opened a new position in Aureus Greenway Holdings (PUSA) in Q2 2026: 10,900 shares worth $43.5K. The stake represents ﹤0.01% of the portfolio and ranks #1774 among its holdings.

6 funds tracked by Wall St. Rank hold PUSA as of Q2 2026.

  • Kestra Private Wealth Services held 10,900 shares of Aureus Greenway Holdings worth $43.5K as of Q2 2026.
  • Aureus Greenway Holdings was a new Kestra Private Wealth Services position in Q2 2026.
  • Aureus Greenway Holdings made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1774 holding.
  • 6 funds tracked by Wall St. Rank held Aureus Greenway Holdings as of Q2 2026.

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