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
ZTS
Zoetis Inc.

Healthcare
3.85K
+ 9.71%
$144.41 - $170.3 $555K - $655K
43.4K $6.78M
MLN
Vaneck Long Muni ETF

ETFs
17K
+ 26.68%
$16.49 - $17.52 $280K - $298K
80.7K $1.36M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.05K
New
$49.95 - $128.54 $102K - $263K
2.05K $254K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
11.6K
New
$16.85 - $21.87 $195K - $253K
11.6K $253K
DY
Dycom Industries Inc

Industrials
1.04K
New
$138.96 - $245.71 $144K - $255K
1.04K $253K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.6K
New
$21.57 - $21.99 $250K - $254K
11.6K $253K
VOX
Vanguard Communication Service

ETFs
1.07K
+ 34.44%
$133.12 - $171.03 $142K - $182K
4.17K $712K
CRPT
First Tr ETF Fd Viii Skybridge
10.9K
New
$10.82 - $23.21 $118K - $252K
10.9K $252K
QUBT
Quantum Computing Inc.

Technology
13.2K
New
$5.87 - $21.22 $77.4K - $280K
13.2K $252K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.75K
New
$28.98 - $37.18 $196K - $251K
6.75K $251K
GTLB
Gitlab Inc.

Technology
5.69K
+ 130.6%
$40.52 - $53.43 $231K - $304K
10K $453K
NVT
N Vent Electric PLC

Industrials
633
+ 6.48%
$45.2 - $73.35 $28.6K - $46.4K
10.4K $761K
DGS
Wisdomtree Emerging Markets Sm

ETFs
176
+ 0.51%
$43.34 - $55.24 $7.63K - $9.72K
34.7K $1.91M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
4.52K
+ 10.69%
$20.72 - $25.75 $93.6K - $116K
46.8K $1.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.38K
+ 9.3%
$27.26 - $34.48 $92.1K - $117K
39.7K $1.37M
ESOA
Energy Services Of America Corp

Industrials
24.9K
New
$7.99 - $11.54 $199K - $287K
24.9K $247K
GFL
Gfl Environmental Inc.

Industrials
4.88K
New
$42.93 - $51.58 $210K - $252K
4.88K $246K
CATH
Global X Fds Global X S&P 500

ETFs
3.25K
New
$59.85 - $75.45 $195K - $245K
3.25K $245K
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.45K
+ 8.66%
$41.55 - $46.04 $143K - $159K
43.2K $1.99M
OSIS
Osi Systems Inc

Technology
1.09K
New
$174.22 - $239.05 $190K - $261K
1.09K $245K
AMED
Amedisys Inc

Healthcare
2.49K
New
$91.31 - $98.39 $227K - $245K
2.49K $244K
ROAD
Construction Partners, Inc.

Industrials
2.3K
New
$68.75 - $110.36 $158K - $254K
2.3K $244K
FYT
First Trust Small Cap

ETFs
4.41K
+ 14.87%
$42.78 - $50.73 $189K - $224K
34.1K $1.72M
CSM
Proshares Large Cap Core Plus

ETFs
38
+ 0.11%
$56.33 - $70.47 $2.14K - $2.68K
35.4K $2.5M
UI
Ubiquiti Inc.

Technology
589
New
$273.45 - $456.69 $161K - $269K
589 $242K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
4.32K
+ 9.85%
$18.53 - $24.21 $80K - $104K
48.1K $1.16M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
48.2K
+ 29.05%
$4.27 - $5.08 $206K - $245K
214K $1.08M
INSP
Inspire Medical Systems, Inc.

Healthcare
1.85K
New
$127.18 - $161.88 $236K - $300K
1.85K $240K
REZ
Ishares Tr Residential And Mul

ETFs
3.06K
+ 113.26%
$76.14 - $86.35 $233K - $264K
5.76K $473K
SLF
Sun Life Financial Inc

Financial Services
933
+ 4.83%
$53.39 - $66.45 $49.8K - $62K
20.3K $1.35M
FOXA
Fox Corp

Communication Services
4.27K
New
$47.21 - $57.04 $201K - $243K
4.27K $239K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.91K
+ 12.25%
$35.62 - $39.64 $246K - $274K
63.4K $2.47M
FID
First Tr Exchange Trded Fd Vi

ETFs
8.08K
+ 19.32%
$15.86 - $19.39 $128K - $157K
49.9K $958K
ITW
Illinois Tool Works Inc

Industrials
1.15K
+ 1.86%
$218.41 - $252.43 $251K - $290K
63.1K $15.6M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
6.8K
+ 98.61%
$25.48 - $31.98 $173K - $217K
13.7K $438K
UFPT
Ufp Technologies Inc

Healthcare
977
New
$186.83 - $253.3 $183K - $247K
977 $238K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.27K
+ 13.0%
$42.51 - $43.7 $224K - $230K
45.8K $2M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
3.52K
+ 4.74%
$26.97 - $32.13 $94.9K - $113K
77.8K $2.5M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
13.8K
+ 23.03%
$19.39 - $20.21 $268K - $279K
73.9K $1.45M
KNSL
Kinsale Capital Group, Inc.

Financial Services
493
+ 50.0%
$419.99 - $501.97 $207K - $247K
1.48K $715K
RWO
Spdr Dow Jones Global Real Est

ETFs
5.37K
New
$38.85 - $45.0 $209K - $242K
5.37K $236K
AN
Autonation, Inc.

Consumer Cyclical
225
+ 4.34%
$155.71 - $201.03 $35K - $45.2K
5.4K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38.8K
+ 9.76%
$483.48 - $539.8 $18.8M - $21M
437K $212M
FCPI
Fidelity Covington Tr Stocks F

ETFs
5.04K
New
$38.29 - $46.65 $193K - $235K
5.04K $235K
PNQI
Invesco Nasdaq Internet ETF

ETFs
4.5K
New
$39.02 - $52.21 $176K - $235K
4.5K $235K
MFC
Manulife Financial Corp

Financial Services
5.58K
+ 8.01%
$26.93 - $32.44 $150K - $181K
75.2K $2.4M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.2K
+ 17.82%
$19.44 - $19.88 $218K - $223K
74.1K $1.47M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.88K
New
$72.71 - $82.56 $210K - $238K
2.88K $234K
VVV
Valvoline Inc

Energy
6.19K
New
$31.48 - $38.2 $195K - $237K
6.19K $234K
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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