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
GAB
Gabelli Equity Trust Inc

Financial Services
14.8K
+ 29.24%
$4.97 - $5.87 $73.5K - $86.8K
65.3K $380K
VKQ
Invesco Municipal Trust

Financial Services
11.2K
New
$9.02 - $9.76 $101K - $109K
11.2K $102K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
429
+ 16.27%
$144.63 - $179.53 $62K - $77K
3.07K $504K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.43K
+ 2.78%
$41.9 - $50.31 $59.8K - $71.8K
52.8K $2.54M
SMLR
Semler Scientific, Inc.

Healthcare
1.83K
+ 15.33%
$28.89 - $45.11 $52.7K - $82.3K
13.7K $531K
JETS
ETF Ser Solutions U S Global J

ETFs
1.49K
+ 4.96%
$17.37 - $23.44 $25.8K - $34.9K
31.5K $722K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
1.21K
+ 36.71%
$64.97 - $78.38 $78.4K - $94.6K
4.5K $343K
EUDG
Wisdomtree Tr

ETFs
1.15K
+ 4.32%
$29.48 - $35.57 $34K - $41K
27.9K $969K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
2.09K
+ 10.97%
$29.36 - $33.11 $61.3K - $69.2K
21.1K $699K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
10.4K
New
$8.0 - $9.55 $83.2K - $99.3K
10.4K $98K
CVLT
Commvault Systems Inc

Technology
11
+ 0.19%
$139.35 - $190.99 $1.53K - $2.1K
5.69K $991K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
850
+ 17.71%
$67.22 - $81.54 $57.1K - $69.3K
5.65K $460K
NRZ
New Residential Investment Corp.

Real Estate
13.3K
+ 49.32%
N/A
40.1K $290K
RUM
Rumble Inc.

Technology
8.2K
+ 69.41%
$6.94 - $10.56 $56.9K - $86.6K
20K $179K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
126
+ 13.15%
$224.32 - $326.09 $28.3K - $41.1K
1.08K $353K
EVF
Eaton Vance Senior Income Trust

Financial Services
16.7K
New
$5.15 - $5.81 $85.9K - $96.9K
16.7K $94K
YJUN
First Tr Exchange Traded Fd Vi
1.93K
+ 7.39%
$21.32 - $24.75 $41.2K - $47.8K
28.1K $687K
GUT
Gabelli Utility Trust

Financial Services
13.1K
+ 35.24%
$4.95 - $5.81 $65K - $76.2K
50.4K $292K
NTNX
Nutanix, Inc.

Technology
877
+ 21.6%
$58.17 - $83.07 $51K - $72.9K
4.94K $377K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
843
+ 4.44%
$51.81 - $61.79 $43.7K - $52.1K
19.8K $1.22M
EXC
Exelon Corp

Utilities
8.36K
+ 8.25%
$42.2 - $47.37 $353K - $396K
110K $4.76M
MCI
Barings Corporate Investors

Financial Services
6.83K
+ 21.88%
$18.92 - $22.71 $129K - $155K
38K $823K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.89K
+ 30.76%
$46.47 - $47.67 $87.7K - $90K
8.03K $382K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
8.59K
+ 35.06%
$9.4 - $10.05 $80.7K - $86.3K
33.1K $332K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
2.37K
+ 10.69%
$35.98 - $37.53 $85.2K - $88.8K
24.5K $896K
RIOT
Riot Blockchain, Inc.

Technology
3.86K
+ 33.52%
$6.29 - $11.3 $24.3K - $43.6K
15.4K $173K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.74K
+ 3.0%
$29.82 - $30.19 $81.6K - $82.6K
93.9K $2.84M
AZN
Astrazeneca PLC

Healthcare
4.85K
+ 7.05%
$64.87 - $75.0 $315K - $364K
73.7K $5.15M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.4K
New
$2.39 - $6.79 $31.9K - $90.6K
13.4K $90K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
664
+ 0.13%
$24.48 - $24.9 $16.3K - $16.5K
523K $13M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
351
+ 0.64%
$28.35 - $31.3 $9.95K - $11K
55.6K $1.74M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.86K
+ 14.11%
$46.41 - $47.7 $86.4K - $88.8K
15.1K $716K
ILCB
Ishares Morningstar U.S. Equit

ETFs
239
+ 2.93%
$68.63 - $85.78 $16.4K - $20.5K
8.41K $721K
KRP
Kimbell Royalty Partners, LP

Energy
6.5K
+ 39.18%
$11.58 - $14.61 $75.3K - $95K
23.1K $322K
JRS
Nuveen Real Estate Income Fund

Financial Services
11.7K
New
$6.92 - $8.3 $80.7K - $96.8K
11.7K $90K
OKTA
Okta, Inc.

Technology
1.37K
+ 15.17%
$91.24 - $127.3 $125K - $175K
10.4K $1.04M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.11K
+ 24.39%
$16.31 - $16.78 $83.3K - $85.7K
26K $436K
TTC
Toro CO

Industrials
1.42K
+ 21.12%
$63.51 - $77.8 $90.4K - $111K
8.17K $577K
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
15.1K
+ 17.37%
$5.4 - $6.77 $81.7K - $102K
102K $650K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
3.15K
+ 4.09%
$22.66 - $23.41 $71.4K - $73.7K
80.2K $1.87M
UNOV
Earth Science Tech, Inc.

ETFs
762
+ 2.89%
$32.19 - $36.09 $24.5K - $27.5K
27.1K $978K
XBJL
Innovator Etfs Tr Us Equity Ac
345
+ 1.06%
$30.83 - $35.99 $10.6K - $12.4K
32.9K $1.18M
PFG
Principal Financial Group Inc

Financial Services
1.76K
+ 15.03%
$69.56 - $86.19 $123K - $152K
13.5K $1.07M
TEQI
T Rowe Price Exchange Traded F

Technology
1.74K
+ 14.38%
$36.8 - $42.54 $63.8K - $73.8K
13.8K $587K
WES
Western Midstream Partners, LP

Energy
4.9K
+ 10.27%
$34.99 - $41.61 $171K - $204K
52.6K $2.03M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3.08K
+ 18.01%
$24.66 - $25.17 $76K - $77.6K
20.2K $508K
RIGS
Riverfront Strategic Income Fd

ETFs
3.33K
+ 18.86%
$22.2 - $23.41 $74K - $78K
21K $488K
PAAS
Pan American Silver Corp

Basic Materials
1.33K
+ 8.02%
$21.49 - $29.35 $28.6K - $39K
17.9K $508K
GME
Game Stop Corp.

Consumer Cyclical
2.12K
+ 16.01%
$21.1 - $35.01 $44.6K - $74K
15.3K $373K
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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