Kestra Advisory Services, LLC Purchases in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
8.54K
+ 100.58%
$42.39 - $51.76 $362K - $442K
17K $878K
QBTS
D Wave Quantum Inc.

Technology
15.3K
+ 44.13%
$6.22 - $19.04 $95K - $291K
49.9K $730K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.18K
+ 16.79%
$47.89 - $48.65 $440K - $447K
63.9K $3.11M
MET
Metlife Inc

Financial Services
5.59K
+ 6.15%
$68.42 - $82.49 $383K - $461K
96.6K $7.76M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.49K
+ 3.18%
$39.59 - $44.69 $138K - $156K
113K $5.05M
FXO
First Tr Exchange Traded Fd Fi

ETFs
4.87K
+ 8.15%
$45.9 - $56.06 $224K - $273K
64.6K $3.62M
ORCC
Owl Rock Capital Corp

Financial Services
33.9K
+ 119.76%
N/A
62.3K $833K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.46K
+ 13.02%
$76.98 - $98.31 $190K - $242K
21.4K $2.1M
EQT
Eqt Corp

Energy
2.86K
+ 4.88%
$46.11 - $60.44 $132K - $173K
61.4K $3.58M
PBI
Pitney Bowes Inc

Industrials
25.6K
+ 27.91%
$7.81 - $10.94 $200K - $280K
117K $1.28M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.23K
+ 47.13%
$56.88 - $70.77 $298K - $370K
16.3K $1.16M
EAPR
Innovator Etfs Tr Emerging Mkt
13.7K
+ 30.33%
$24.71 - $27.99 $338K - $382K
58.7K $1.64M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.41K
+ 5.76%
$22.92 - $28.05 $170K - $208K
136K $3.82M
PINS
Pinterest, Inc.

Communication Services
12.3K
New
$24.21 - $35.95 $299K - $443K
12.3K $442K
RH
Rh

Consumer Cyclical
2.77K
+ 147.78%
$145.66 - $249.35 $403K - $689K
4.64K $876K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
4.56K
+ 202.71%
$89.58 - $95.01 $409K - $433K
6.81K $647K
AME
Ametek Inc

Industrials
1.57K
+ 9.22%
$151.41 - $182.75 $237K - $286K
18.6K $3.36M
CLST
Catalyst Bancorp, Inc.

Financial Services
35K
New
$11.05 - $12.56 $387K - $440K
35K $433K
IBB
Ishares Biotechnology ETF

ETFs
3.83K
+ 10.03%
$112.02 - $129.0 $429K - $494K
42K $5.31M
MCHP
Microchip Technology Inc

Technology
1.98K
+ 14.92%
$35.34 - $71.6 $70.1K - $142K
15.3K $1.08M
UAL
United Airlines Holdings, Inc.

Industrials
2.87K
+ 15.0%
$56.15 - $84.23 $161K - $241K
22K $1.75M
HCA
Hca Healthcare, Inc.

Healthcare
553
+ 9.49%
$317.61 - $387.52 $176K - $214K
6.38K $2.44M
PSTG
Pure Storage, Inc.

Technology
895
+ 3.15%
$37.18 - $57.58 $33.3K - $51.5K
29.3K $1.69M
MGA
Magna International Inc

Consumer Cyclical
3.15K
+ 4.73%
$30.82 - $38.61 $97K - $122K
69.7K $2.69M
WM
Waste Management Inc

Industrials
2.79K
+ 3.49%
$216.47 - $242.1 $605K - $676K
82.8K $18.9M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.68K
+ 8.63%
$42.85 - $50.11 $201K - $235K
59K $2.95M
KR
Kroger CO

Consumer Defensive
1.43K
+ 1.82%
$64.62 - $74.0 $92.5K - $106K
80.3K $5.76M
CVNA
Carvana Co.

Consumer Cyclical
1.25K
New
$162.57 - $345.64 $203K - $432K
1.25K $420K
FTC
First Tr Lge Cap Growth

ETFs
1.36K
+ 12.36%
$116.97 - $150.97 $159K - $205K
12.3K $1.86M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.29K
New
$50.29 - $50.56 $417K - $419K
8.29K $418K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.92K
+ 23.96%
$32.56 - $57.11 $95.2K - $167K
15.1K $863K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.55K
+ 11.41%
$65.75 - $71.57 $365K - $397K
54.2K $3.87M
CMF
Ishares California Muni Bond E

ETFs
7.58K
+ 40.36%
$54.52 - $56.7 $413K - $430K
26.4K $1.47M
IBKR
Interactive Brokers Group, Inc.

Financial Services
21.5K
+ 304.16%
$50.53 - $212.53 $1.09M - $4.57M
28.6K $1.58M
MLPA
Global X Mlp ETF

ETFs
8.49K
+ 170.63%
$46.47 - $54.16 $394K - $460K
13.5K $675K
USFD
Us Foods Holding Corp.

Consumer Defensive
939
+ 3.21%
$60.47 - $79.12 $56.8K - $74.3K
30.2K $2.33M
ENVA
Enova International, Inc.

Financial Services
3.68K
New
$85.91 - $111.52 $316K - $410K
3.68K $409K
RAVI
Flexshares Tr Ready Access Var

ETFs
5.41K
+ 196.55%
$75.04 - $75.51 $406K - $408K
8.16K $616K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
20.5K
+ 27.22%
$12.25 - $15.47 $251K - $317K
95.8K $1.48M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.65K
+ 2.1%
$43.86 - $51.74 $72.2K - $85.2K
80.1K $4.15M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
7.4K
+ 124.58%
$40.79 - $50.93 $302K - $377K
13.3K $679K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
54.3K
+ 112.19%
$5.0 - $7.65 $271K - $415K
103K $712K
SCCO
Southern Copper Corp

Basic Materials
3.04K
+ 23.81%
$75.63 - $104.64 $230K - $318K
15.8K $1.6M
CTVA
Corteva, Inc.

Basic Materials
1.9K
+ 8.42%
$55.52 - $74.53 $106K - $142K
24.5K $1.82M
MNDY
Monday.Com Ltd.

Technology
1.29K
New
$217.77 - $314.48 $280K - $404K
1.29K $404K
FTHI
First Trust Exchange Traded Fd

ETFs
14.7K
+ 21.96%
$19.66 - $22.85 $290K - $337K
81.8K $1.87M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
4.59K
New
$70.34 - $87.93 $323K - $404K
4.59K $403K
GNRC
Generac Holdings Inc.

Industrials
2.43K
+ 74.11%
$101.92 - $143.21 $247K - $348K
5.7K $816K
QTAP
Innovator Etfs Tr Growth Accel
9.59K
New
$33.77 - $42.02 $324K - $403K
9.59K $402K
Activity Summary
Buys All Purchases 1902 New Holdings 274 Increased Positions 1628 Sells All Sells 846 Reductions 846 Sold out 0 Options Calls 4 Puts 4
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