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Kestra Private Wealth Services’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Kestra Private Wealth Services’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-28,060
Closed -$362K – 1058
2021
Q4 		$362K Buy
+28,060
New +$376K 0.02% 697

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kestra Private Wealth Services's SLVP Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2022, closing a stake of 28,060 shares — an estimated $362K sold.

Kestra Private Wealth Services first reported a position in SLVP in Q4 2021 and held it in 1 quarter. The position peaked at $362K in Q4 2021. 52 funds tracked by Wall St. Rank hold SLVP as of Q1 2022.

  • Kestra Private Wealth Services reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 28,060 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2022, an estimated $362K.
  • Kestra Private Wealth Services first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's iShares MSCI Global Silver and Metals Miners ETF position peaked at $362K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.