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
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
26.9K
+ 187.05%
$12.23 - $15.46 $328K - $415K
41.2K $622K
MBB
Ishares Tr

ETFs
4.03K
+ 2.5%
$91.41 - $94.22 $369K - $380K
165K $15.5M
ROM
Proshares Ultra Technology

ETFs
4
+ 0.02%
$39.98 - $76.11 $160 - $304
17.4K $1.33M
FCNCA
First Citizens Bancshares Inc

Financial Services
201
New
$1561.69 - $1966.55 $314K - $395K
201 $393K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
3.23K
+ 2.52%
$32.77 - $36.44 $106K - $118K
131K $4.79M
ARKQ
Ark Autonomous Technology & Ro

ETFs
410
+ 2.65%
$58.8 - $89.17 $24.1K - $36.6K
15.9K $1.42M
CTA
Simplify Exch Traded Fds Simpl

ETFs
16.8K
+ 83.34%
$26.61 - $29.9 $447K - $502K
36.9K $987K
BR
Broadridge Financial Solutions, Inc.

Technology
1.58K
+ 16.15%
$217.22 - $246.25 $344K - $390K
11.4K $2.77M
PR
Permian Resources Corporation

Energy
33.2K
+ 12.41%
$10.36 - $14.93 $344K - $496K
301K $4.1M
FXD
First Tr Exchange Traded Fd

ETFs
5.36K
+ 63.48%
$50.42 - $63.44 $270K - $340K
13.8K $876K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
8.18K
+ 16.7%
$25.96 - $30.99 $212K - $254K
57.2K $1.77M
VDE
Vanguard Energy ETF

ETFs
6.42K
+ 17.94%
$105.87 - $130.56 $679K - $838K
42.2K $5.02M
USTB
Victory Portfolios Ii Victorys

ETFs
7.55K
+ 52.39%
$50.21 - $50.82 $379K - $384K
22K $1.12M
PSC
Principal ETF U.S. Small Cap M

ETFs
6.73K
+ 139.97%
$43.14 - $53.28 $291K - $359K
11.5K $615K
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.78K
+ 0.92%
$33.22 - $37.29 $59.1K - $66.3K
194K $7.24M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
16.5K
+ 10.1%
$23.03 - $23.59 $380K - $389K
180K $4.24M
WEC
Wec Energy Group, Inc.

Utilities
4.85K
+ 18.2%
$102.24 - $109.76 $496K - $533K
31.5K $3.28M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
14.8K
+ 89.52%
N/A
31.3K $797K
VFH
Vanguard Financial ETF

ETFs
1.38K
+ 5.38%
$104.87 - $127.3 $144K - $175K
27K $3.43M
MOS
Mosaic CO

Basic Materials
2.93K
+ 10.34%
$22.76 - $36.95 $66.6K - $108K
31.2K $1.14M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
7.4K
+ 13.75%
$49.98 - $50.26 $370K - $372K
61.2K $3.07M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
12.9K
+ 81.41%
$26.4 - $29.61 $341K - $383K
28.8K $836K
VOTE
Engine No 1 ETF Tr

ETFs
4.03K
+ 38.05%
$58.2 - $72.74 $234K - $293K
14.6K $1.06M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
5.21K
+ 58.55%
$42.84 - $56.9 $223K - $296K
14.1K $802K
TRN
Trinity Industries Inc

Industrials
13.5K
New
$24.11 - $28.86 $325K - $389K
13.5K $364K
WINA
Winmark Corp

Consumer Cyclical
13
+ 0.22%
$318.43 - $450.34 $4.14K - $5.85K
6.01K $2.27M
WHR
Whirlpool Corp

Consumer Cyclical
2.85K
+ 43.22%
$75.71 - $101.42 $215K - $289K
9.43K $956K
JFR
Nuveen Floating Rate Income Fund

Financial Services
42.7K
+ 146.49%
$7.51 - $8.49 $320K - $362K
71.8K $607K
CAR
Avis Budget Group, Inc.

Industrials
2.12K
New
$62.86 - $179.3 $134K - $381K
2.12K $359K
IETC
Ishares U S ETF Tr

ETFs
3.82K
New
$67.28 - $94.0 $257K - $359K
3.82K $359K
APAM
Artisan Partners Asset Management Inc.

Financial Services
8.08K
New
$33.85 - $44.55 $273K - $360K
8.08K $358K
FTNT
Fortinet, Inc.

Technology
680
+ 2.27%
$84.71 - $108.69 $57.6K - $73.9K
30.7K $3.24M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13K
+ 7.53%
$24.54 - $25.07 $318K - $325K
185K $4.64M
GMED
Globus Medical Inc

Healthcare
5.99K
New
$55.82 - $75.5 $334K - $452K
5.99K $353K
PPL
Ppl Corp

Utilities
12.9K
+ 34.44%
$33.45 - $36.5 $430K - $469K
50.2K $1.7M
EBND
Spdr Bloomberg Emerging Market

ETFs
16.5K
New
$19.57 - $21.4 $322K - $352K
16.5K $352K
CPER
United States Copper Index Fun

ETFs
11.1K
New
$25.72 - $31.7 $285K - $351K
11.1K $350K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.81K
+ 14.21%
$99.48 - $124.46 $180K - $225K
14.5K $1.73M
BXSL
Blackstone Secured Lending Fund

Financial Services
12.2K
+ 70.57%
$26.88 - $32.74 $328K - $400K
29.5K $907K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.99K
+ 4.63%
$48.22 - $60.41 $96.1K - $120K
45.1K $2.69M
MINO
Pimco ETF Tr Municipal Income

ETFs
7.88K
+ 112.56%
$43.42 - $45.15 $342K - $356K
14.9K $657K
EEMV
Ishares Msci Emerging Markets

ETFs
23
+ 0.03%
$54.12 - $62.8 $1.24K - $1.44K
76.9K $4.83M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.2K
+ 21.66%
$20.16 - $20.49 $327K - $333K
91.2K $1.87M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.48K
+ 9.47%
$48.46 - $50.2 $362K - $375K
86.5K $4.29M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.6K
+ 14.61%
$24.96 - $25.5 $340K - $348K
107K $2.73M
UL
Unilever PLC

Consumer Defensive
3.68K
+ 5.13%
$57.9 - $65.43 $213K - $241K
75.3K $4.61M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
4.45K
+ 165.19%
$72.12 - $76.23 $321K - $339K
7.15K $542K
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.48K
+ 12.53%
$47.09 - $48.01 $305K - $311K
58.2K $2.79M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
35.3K
+ 20.38%
$10.29 - $11.24 $363K - $397K
209K $2.28M
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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