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Listed Fd Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $377k 15k 24.92
2025-06-30 $349k 15k 23.50
2025-03-31 $290k 13k 21.90
2022-03-31 $200k 11k 18.70
2021-12-31 $287k 15k 19.49

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)

View all positions for Kestra Advisory Services

Top funds holding Listed Fd Tr

CWM
Swan Wealth Advisors
Blueprint Investment Partners
Envestnet Asset Management
Goss Wealth Management
LPL Financial
Blueprint Financial Advisors
Financial Designs Corp
Vantage Financial Partners
Nelson, Van Denburg & Campbell Wealth Management
Beacon Pointe Advisors
Raymond James Financial
Spartan Planning & Wealth Management
Ausdal Financial Partners
Retirement Guys Formula

View all funds holding Listed Fd Tr