Kestra Private Wealth Services
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Kestra Private Wealth Services’s PIMCO RAFI ESG US ETF RAFE Stock Holding History

Kestra Private Wealth Services’s Portfolio RAFE Stock Details RAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$230K Buy
4,678
+19
+0.4% +$937 ﹤0.01% 1616
2026
Q2 		$223K Buy
+4,659
New +$212K ﹤0.01% 1642

Other funds holding RAFE

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Kestra Private Wealth Services's RAFE Position: Q3 2026 in Review

Kestra Private Wealth Services increased its PIMCO RAFI ESG US ETF (RAFE) stake by 0.41% in Q3 2026, buying an estimated $937 and bringing the position to 4,678 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Kestra Private Wealth Services first reported a position in RAFE in Q2 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold RAFE as of Q3 2026.

  • Kestra Private Wealth Services held 4,678 shares of PIMCO RAFI ESG US ETF worth $230K as of Q3 2026.
  • Kestra Private Wealth Services bought 19 PIMCO RAFI ESG US ETF shares in Q3 2026, an estimated $937.
  • PIMCO RAFI ESG US ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1616 holding.
  • Kestra Private Wealth Services first reported a position in PIMCO RAFI ESG US ETF in Q2 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held PIMCO RAFI ESG US ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.