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
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.62K
+ 5.13%
$21.9 - $25.54 $57.3K - $66.8K
53.6K $1.37M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
7.46K
+ 11.09%
$11.71 - $13.88 $87.3K - $103K
74.7K $1.04M
EBAY
Ebay Inc

Consumer Cyclical
1.31K
+ 15.74%
$59.52 - $79.36 $78K - $104K
9.63K $717K
FSS
Federal Signal Corp

Industrials
87
+ 1.98%
$69.23 - $106.42 $6.02K - $9.26K
4.48K $476K
BSMU
Invesco Exchange Self Ind Tr

ETFs
7.48K
+ 8.38%
$20.97 - $21.71 $157K - $162K
96.7K $2.08M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6K
+ 45.82%
$24.88 - $25.41 $149K - $152K
19.1K $484K
KBE
Spdr S&P Bank ETF

ETFs
2.1K
+ 16.09%
$45.85 - $55.78 $96.5K - $117K
15.2K $846K
FUTU
Futu Holdings LTD

Financial Services
109
+ 1.66%
$74.81 - $124.33 $8.15K - $13.6K
6.69K $826K
ACWI
Ishares Msci Acwi ETF

ETFs
963
+ 41.33%
$103.59 - $128.6 $99.8K - $124K
3.29K $423K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
2.35K
+ 19.93%
$46.76 - $57.2 $110K - $134K
14.1K $804K
SLI
Standard Lithium Ltd.

Basic Materials
50.2K
+ 66.49%
$1.11 - $1.96 $55.7K - $98.4K
126K $246K
ACHR
Archer Aviation Inc.

Industrials
1.8K
+ 5.17%
$6.2 - $13.3 $11.1K - $23.9K
36.5K $396K
SECT
Sector 10, Inc.

ETFs
961
+ 7.17%
$45.25 - $58.07 $43.5K - $55.8K
14.4K $834K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
4.08K
+ 7.23%
$11.71 - $19.37 $47.8K - $79K
60.5K $973K
ARCB
Arcbest Corp

Industrials
1.59K
+ 37.84%
$56.73 - $77.01 $90.4K - $123K
5.8K $446K
STRL
Sterling Construction CO Inc

Industrials
133
+ 13.23%
$104.96 - $231.51 $14K - $30.8K
1.14K $262K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
25.1K
+ 77.6%
$5.17 - $5.91 $130K - $148K
57.4K $338K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.6K
+ 16.35%
$16.69 - $23.43 $60.1K - $84.3K
25.6K $550K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.89K
+ 6.58%
$24.31 - $25.29 $119K - $124K
79.2K $2M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
15.5K
+ 29.09%
$11.76 - $13.64 $182K - $212K
68.8K $873K
SPG
Simon Property Group Inc

Real Estate
1.67K
+ 7.27%
$140.37 - $171.44 $235K - $287K
24.7K $3.96M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.05K
+ 21.44%
$54.6 - $70.83 $57.1K - $74K
5.92K $419K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.6K
+ 10.1%
$33.7 - $43.1 $53.9K - $68.9K
17.4K $750K
USA
Liberty All Star Equity Fund

Financial Services
14.1K
+ 7.51%
$5.9 - $6.81 $83K - $95.8K
201K $1.37M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
1.19K
+ 39.23%
$97.18 - $113.06 $116K - $134K
4.22K $477K
ABCB
Ameris Bancorp

Financial Services
795
+ 6.11%
$50.69 - $64.92 $40.3K - $51.6K
13.8K $893K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
13.8K
New
$10.23 - $11.0 $141K - $152K
13.8K $144K
PCG
Pg&E Corp

Utilities
10.4K
New
$13.55 - $17.87 $141K - $186K
10.4K $144K
LITE
Lumentum Holdings Inc.

Technology
139
+ 3.52%
$49.56 - $95.06 $6.89K - $13.2K
4.09K $388K
MWA
Mueller Water Products, Inc.

Industrials
8.17K
+ 20.71%
$22.82 - $27.21 $186K - $222K
47.6K $1.14M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.91K
+ 8.2%
$15.5 - $20.28 $60.5K - $79.2K
51.5K $1.04M
TYL
Tyler Technologies Inc

Technology
65
+ 0.72%
$521.68 - $592.84 $33.9K - $38.5K
9.09K $5.39M
WCC
Wesco International Inc

Industrials
343
+ 12.98%
$132.86 - $186.1 $45.6K - $63.8K
2.99K $552K
KCE
Spdr S&P Capital Markets ETF

ETFs
56
+ 0.79%
$108.52 - $144.93 $6.08K - $8.12K
7.18K $1.04M
SAN
Banco Santander, S.A.

Financial Services
12.7K
+ 59.24%
$5.72 - $8.32 $72.6K - $106K
34.1K $283K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
3.43K
+ 14.82%
$16.5 - $21.35 $56.6K - $73.3K
26.6K $567K
EXPE
Expedia Group, Inc.

Consumer Cyclical
820
+ 26.89%
$136.63 - $176.62 $112K - $145K
3.87K $652K
IXG
Ishares Global Fin'L ETF

ETFs
714
+ 9.15%
$90.79 - $110.82 $64.8K - $79.1K
8.52K $943K
VMC
Vulcan Materials CO

Basic Materials
104
+ 2.55%
$226.49 - $276.01 $23.6K - $28.7K
4.18K $1.09M
AM
Antero Midstream Corp

Energy
4.82K
+ 9.53%
$15.88 - $18.99 $76.6K - $91.6K
55.4K $1.05M
BST
Black Rock Science & Technology Trust

Financial Services
812
+ 3.9%
$29.62 - $38.3 $24.1K - $31.1K
21.6K $826K
FJP
First Trust Japan Alphadex Fun

ETFs
1.55K
+ 16.46%
$47.79 - $60.17 $74.2K - $93.4K
11K $655K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.11K
+ 15.72%
$72.61 - $88.75 $80.6K - $98.5K
8.17K $724K
UGI
Ugi Corp

Utilities
2.15K
+ 11.84%
$30.18 - $36.59 $65K - $78.8K
20.3K $740K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
1.64K
+ 6.83%
$34.04 - $41.25 $55.7K - $67.5K
25.6K $1.05M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
128
+ 0.71%
$58.52 - $71.7 $7.49K - $9.18K
18.2K $1.25M
FNB
Fnb Corp

Financial Services
1.46K
+ 1.42%
$11.48 - $14.58 $16.8K - $21.3K
105K $1.53M
FLIN
Franklin Templeton ETF Tr

ETFs
2.67K
+ 24.88%
$35.01 - $39.98 $93.5K - $107K
13.4K $533K
FLEX
Flex Ltd.

Technology
343
+ 4.81%
$26.68 - $50.09 $9.15K - $17.2K
7.47K $372K
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
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email