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
ENSG
Ensign Group, Inc

Healthcare
1.04K
+ 51.82%
$119.93 - $156.36 $124K - $162K
3.04K $468K
FEX
First Tr Large Cap Core Alphde

ETFs
736
+ 4.28%
$90.17 - $109.96 $66.4K - $80.9K
17.9K $1.97M
HSY
Hershey CO

Consumer Defensive
1.83K
+ 9.92%
$151.29 - $173.13 $277K - $317K
20.3K $3.37M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.75K
+ 6.41%
$18.28 - $18.7 $178K - $182K
162K $3.03M
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.68K
New
N/A
3.68K $209K
SR
Spire Inc

Utilities
2.87K
New
$71.03 - $79.07 $204K - $227K
2.87K $209K
HQH
Tekla Healthcare Investors

Financial Services
17.7K
+ 20.29%
$14.14 - $16.32 $250K - $289K
105K $1.62M
ALLE
Allegion PLC

Industrials
1.11K
+ 31.37%
$118.52 - $145.64 $131K - $162K
4.64K $669K
EMN
Eastman Chemical CO

Basic Materials
5.96K
+ 33.72%
$72.7 - $88.29 $434K - $526K
23.6K $1.77M
HUBB
Hubbell Inc

Industrials
219
+ 14.44%
$315.94 - $408.41 $69.2K - $89.4K
1.74K $708K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
3.82K
New
$44.63 - $54.44 $170K - $208K
3.82K $207K
OMF
One Main Holdings, Inc.

Financial Services
3.65K
New
$40.42 - $57.0 $147K - $208K
3.65K $207K
BLDR
Builders First Source, Inc.

Industrials
1.95K
+ 75.64%
$105.63 - $131.12 $206K - $255K
4.52K $527K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.6K
+ 3.59%
$20.12 - $21.0 $153K - $160K
219K $4.59M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.21K
New
$33.19 - $40.78 $173K - $212K
5.21K $206K
AG
First Majestic Silver Corp

Basic Materials
19.7K
+ 74.11%
$5.24 - $8.55 $103K - $168K
46.2K $381K
FEP
First Trust Europe Alphadex Fu

ETFs
2.25K
+ 16.29%
$36.11 - $47.8 $81.1K - $107K
16K $766K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
3.19K
+ 35.99%
$38.61 - $49.26 $123K - $157K
12K $593K
NNN
National Retail Properties, Inc.

Real Estate
4.47K
+ 24.85%
$37.56 - $43.42 $168K - $194K
22.5K $970K
AMSC
American Superconductor Corp

Industrials
22
+ 0.2%
$15.8 - $37.12 $348 - $817
10.8K $397K
RYAAY
Ryanair Holdings PLC

Industrials
3.51K
New
$39.21 - $57.84 $138K - $203K
3.51K $202K
XBAP
Innovator ETF Tr Us Equity Acc
4.41K
+ 20.41%
$32.27 - $36.74 $142K - $162K
26K $955K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
9.37K
New
$20.29 - $21.52 $190K - $202K
9.37K $201K
MDB
Mongo Db, Inc.

Technology
580
+ 25.37%
$145.85 - $225.38 $84.6K - $131K
2.87K $601K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3.01K
New
$62.08 - $73.58 $187K - $221K
3.01K $201K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
4.39K
New
$36.01 - $45.69 $158K - $201K
4.39K $200K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.12K
+ 13.35%
$94.78 - $95.97 $201K - $203K
18K $1.72M
PID
Invesco Exchange Traded Fd Tr

ETFs
11K
+ 54.92%
N/A
31.1K $555K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.14K
+ 9.21%
$57.14 - $72.68 $65.4K - $83.1K
13.6K $985K
SONY
Sony Group Corp

Technology
3.29K
+ 1.89%
$21.24 - $26.88 $70K - $88.5K
177K $4.62M
OWL
Blue Owl Capital Inc.

Financial Services
10.2K
New
$15.9 - $21.16 $162K - $216K
10.2K $196K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.18K
+ 4.91%
$19.49 - $19.66 $179K - $180K
196K $3.85M
TRIN
Trinity Capital Inc.

Financial Services
13.7K
New
$13.53 - $15.52 $185K - $212K
13.7K $192K
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
2.73K
+ 12.1%
$63.02 - $65.94 $172K - $180K
25.3K $1.67M
DSL
Double Line Income Solutions Fund

Financial Services
18.6K
+ 18.49%
$11.15 - $12.57 $207K - $234K
119K $1.46M
IYK
Ishares U.S. Consumer Staples

ETFs
3.04K
+ 13.71%
$67.29 - $72.42 $204K - $220K
25.2K $1.78M
LNC
Lincoln National Corp

Financial Services
7.38K
+ 14.58%
$28.95 - $37.27 $214K - $275K
58K $2.01M
FXU
First Tr Exchange Traded Fd Ut

ETFs
4.11K
+ 36.75%
$37.86 - $43.29 $155K - $178K
15.3K $647K
AZO
Autozone Inc

Consumer Cyclical
101
+ 5.42%
$3478.38 - $3880.15 $351K - $392K
1.97K $7.3M
ACM
Aecom

Industrials
792
+ 16.3%
$87.19 - $113.06 $69.1K - $89.5K
5.65K $637K
COPX
Global X Copper Miners ETF

ETFs
1.88K
+ 10.93%
$31.24 - $45.59 $58.7K - $85.6K
19.1K $857K
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.45K
+ 65.09%
$55.15 - $68.11 $135K - $167K
6.21K $422K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
17.7K
New
$8.65 - $10.52 $153K - $186K
17.7K $185K
INTC
Intel Corp

Technology
13.2K
+ 3.68%
$18.13 - $22.69 $240K - $300K
373K $8.36M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15K
+ 85.59%
$12.21 - $13.9 $183K - $208K
32.5K $423K
LEN
Lennar Corp

Consumer Cyclical
2.58K
+ 10.83%
$102.76 - $115.66 $265K - $298K
26.4K $2.92M
MKL
Markel Corp

Financial Services
65
+ 14.91%
$1678.5 - $1997.36 $109K - $130K
501 $1M
FIS
Fidelity National Information Services, Inc.

Technology
819
+ 4.69%
$68.14 - $82.13 $55.8K - $67.3K
18.3K $1.49M
CRK
Comstock Resources Inc

Energy
379
+ 1.61%
$17.12 - $30.74 $6.49K - $11.7K
24K $663K
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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