KESTRA PRIVATE WEALTH SERVICES, LLC

Position in IEX — Idex Corp /De/

CIK 1649451 AUSTIN, TX

Position in IEX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$852,424

+$343,672 QoQ

Shares Held

3,756

+39.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#349

of 677 holders

Holding Since

Sep 2021

13 quarters on record

Industrials · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $100,791,950 across 23 Specialty Industrial Machinery names. IEX ranks #12 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	20,631	$24,238,536
2	ETN	Eaton Corp plc	53,079	$22,618,023
3	PH	Parker-Hannifin Corp	17,626	$17,240,343
4	EMR	Emerson Electric Co	114,675	$16,415,726
5	CMI	Cummins Inc	4,819	$3,436,958
6	ITW	Illinois Tool Works Inc	10,022	$2,710,650
7	ROK	Rockwell Automation, Inc	4,912	$2,431,832
8	AOS	Smith A O Corp	29,089	$1,824,462

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,424	3,756	+39.9%	Shares	Sole	2026-07-28
2026-03-31	$508,752	2,684	+73.3%	Shares	Sole	2026-04-20
2024-03-31	$377,986	1,549	+13.0%	Shares	Sole	2024-05-02
2023-12-31	$297,657	1,371	+1.0%	Shares	Sole	2024-02-05
2023-09-30	$282,491	1,358	+1.7%	Shares	Sole	2023-11-08
2023-06-30	$287,372	1,335	+8.3%	Shares	Sole	2023-08-08
2023-03-31	$284,859	1,233	+4.5%	Shares	Sole	2023-05-12
2022-12-31	$269,429	1,180	-17.8%	Shares	Sole	2023-02-01
2022-09-30	$286,984	1,436	+4.6%	Shares	Sole	2022-11-14
2022-06-30	$249,377	1,373	+6.3%	Shares	Sole	2022-08-12
2022-03-31	$247,715	1,292	+7.1%	Shares	Sole	2022-07-21
2021-12-31	$285,001	1,206	+22.9%	Shares	Sole	2022-07-21
2021-09-30	$203,017	981	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.