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
UBSI
United Bankshares Inc

Financial Services
6.58K
+ 22.9%
$31.5 - $37.32 $207K - $246K
35.3K $1.29M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
7.97K
+ 41.57%
$32.97 - $35.53 $263K - $283K
27.1K $964K
PSN
Parsons Corp

Industrials
4.05K
New
$58.88 - $71.77 $238K - $290K
4.05K $290K
GPI
Group 1 Automotive Inc

Consumer Cyclical
662
New
$372.3 - $448.86 $246K - $297K
662 $289K
YPF
Ypf Sociedad Anonima

Energy
9.9K
+ 163.53%
$27.16 - $36.96 $269K - $366K
16K $501K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
9.13K
New
$26.94 - $34.72 $246K - $317K
9.13K $287K
AER
Aer Cap Holdings N.V.

Industrials
1.02K
+ 9.12%
$88.97 - $117.24 $90.7K - $120K
12.2K $1.43M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
8.61K
+ 93.11%
$24.54 - $30.41 $211K - $262K
17.9K $543K
FLMI
Franklin Dynamic Municipal Bon

ETFs
12.2K
+ 21.42%
$23.57 - $24.6 $287K - $299K
69K $1.67M
HTRB
Hartford Fds Total Return Bd E

ETFs
8.37K
New
$33.14 - $34.12 $277K - $286K
8.37K $283K
IJUL
Innovator Etfs Tr

ETFs
6.52K
+ 27.03%
$27.51 - $31.94 $179K - $208K
30.7K $979K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
9.14K
New
$26.63 - $32.97 $243K - $301K
9.14K $277K
FNDB
Schwab Fundamental U S Broad M

ETFs
11.6K
New
$20.36 - $23.98 $236K - $278K
11.6K $277K
STAG
Stag Industrial, Inc.

Real Estate
7.66K
New
$30.08 - $37.02 $230K - $283K
7.66K $277K
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.34K
+ 4.75%
$47.94 - $52.5 $256K - $280K
118K $6.03M
GAL
Ssga Active ETF Tr

ETFs
5.83K
New
$41.46 - $47.0 $242K - $274K
5.83K $274K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.61K
+ 32.88%
$28.75 - $33.88 $190K - $224K
26.7K $904K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.32K
New
$39.69 - $51.24 $211K - $273K
5.32K $272K
AVRE
American Centy ETF Tr Avantis
6.14K
New
$38.75 - $44.92 $238K - $276K
6.14K $271K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
12.4K
New
$21.27 - $26.73 $264K - $331K
12.4K $271K
BMO
Bank Of Montreal

Financial Services
1.62K
+ 26.92%
$87.54 - $110.63 $142K - $179K
7.64K $844K
NORW
Global X Msci Norway ETF

ETFs
9.25K
New
$23.08 - $30.73 $213K - $284K
9.25K $270K
XEL
Xcel Energy Inc

Utilities
5.85K
+ 12.26%
$65.65 - $72.39 $384K - $423K
53.5K $3.65M
AMCR
Amcor PLC

Consumer Cyclical
30.2K
+ 187.36%
$8.57 - $9.81 $259K - $296K
46.3K $425K
AI
C3.Ai, Inc.

Technology
8.28K
+ 44.14%
$18.24 - $27.8 $151K - $230K
27.1K $664K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
3.58K
+ 6.26%
$25.92 - $33.03 $92.9K - $118K
60.8K $2.01M
RF
Regions Financial Corp

Financial Services
7.1K
+ 12.48%
$18.34 - $23.52 $130K - $167K
64K $1.5M
VNT
Vontier Corp

Technology
7.31K
New
$28.04 - $37.3 $205K - $273K
7.31K $269K
COLB
Columbia Banking System, Inc.

Financial Services
11.5K
New
$20.71 - $25.63 $238K - $294K
11.5K $268K
HUM
Humana Inc

Healthcare
1.17K
+ 110.8%
$224.93 - $295.04 $263K - $345K
2.23K $544K
ILMN
Illumina, Inc.

Healthcare
2.28K
+ 76.0%
$70.3 - $95.41 $160K - $218K
5.28K $503K
FITB
Fifth Third Bancorp

Financial Services
2.49K
+ 2.97%
$33.32 - $41.51 $83K - $103K
86.5K $3.56M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.47K
New
$153.99 - $182.0 $226K - $267K
1.47K $264K
EEMA
Ishares Msci Emerging Markets

ETFs
3.2K
New
$64.59 - $83.0 $207K - $266K
3.2K $264K
TMC
Tmc The Metals CO Inc.

Basic Materials
39.9K
New
$1.62 - $7.49 $64.6K - $299K
39.9K $263K
AGX
Argan Inc

Industrials
1.19K
New
$120.08 - $243.11 $143K - $290K
1.19K $262K
FXR
First Trust Industrials/Produc

ETFs
2K
+ 8.06%
$60.85 - $74.22 $122K - $148K
26.8K $1.99M
PIPR
Piper Sandler Companies

Financial Services
944
New
$210.78 - $281.82 $199K - $266K
944 $262K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
8.62K
+ 77.22%
$28.36 - $31.3 $245K - $270K
19.8K $609K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.61K
+ 2.82%
$34.72 - $42.74 $55.8K - $68.7K
58.7K $2.51M
VRIG
Invesco Actively Managed ETF F

ETFs
10.4K
+ 22.65%
$24.89 - $25.14 $260K - $262K
56.5K $1.41M
ITRI
Itron, Inc.

Technology
1.15K
+ 28.67%
$92.04 - $132.78 $106K - $153K
5.17K $680K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.37K
+ 13.75%
$248.61 - $294.96 $341K - $405K
11.3K $3.2M
NGD
New Gold Inc.

Basic Materials
1.1K
+ 0.54%
$2.98 - $4.95 $3.29K - $5.46K
206K $1.02M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
297
+ 0.44%
$26.99 - $33.86 $8.02K - $10.1K
67.2K $2.25M
THC
Tenet Healthcare Corp

Healthcare
1.47K
New
$110.41 - $176.0 $162K - $259K
1.47K $258K
DGX
Quest Diagnostics Inc

Healthcare
1.87K
+ 14.4%
N/A
14.9K $2.04M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.3K
+ 137.94%
$18.94 - $21.67 $232K - $266K
21.2K $447K
TTEK
Tetra Tech Inc

Industrials
7.13K
New
$28.01 - $36.25 $200K - $259K
7.13K $256K
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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