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
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
1.47K
+ 16.95%
$32.67 - $39.83 $47.9K - $58.4K
10.1K $402K
SNAP
Snap Inc

Communication Services
9.12K
+ 34.73%
$7.23 - $9.21 $66K - $84K
35.4K $307K
TBUX
T Rowe Price Exchange Traded F

ETFs
1.54K
+ 12.15%
$49.52 - $49.9 $76.4K - $77K
14.2K $708K
FNK
First Trust Mid Cap Value Alph

ETFs
1.33K
+ 22.56%
$43.24 - $51.76 $57.7K - $69K
7.25K $375K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
105
+ 1.01%
$51.36 - $62.5 $5.39K - $6.56K
10.5K $654K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
1.86K
+ 3.9%
$19.41 - $22.77 $36.1K - $42.3K
49.6K $1.13M
EWBC
East West Bancorp Inc

Financial Services
521
+ 24.92%
$71.03 - $101.75 $37K - $53K
2.61K $263K
IFV
First Trust Dorsey Wright Inte

ETFs
53
+ 0.21%
$17.98 - $22.92 $953 - $1.21K
25.8K $590K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
892
+ 7.42%
$26.03 - $35.66 $23.2K - $31.8K
12.9K $442K
CGO
Calamos Global Total Return Fund

Financial Services
4.19K
+ 22.6%
$8.91 - $11.71 $37.4K - $49.1K
22.8K $266K
ECC
Eagle Point Credit CO Inc.

Financial Services
17.1K
+ 13.42%
$6.94 - $8.31 $119K - $142K
145K $1.11M
LEGR
First Tr ETF Indxx Innovation

ETFs
852
+ 14.81%
$42.95 - $53.81 $36.6K - $45.8K
6.61K $355K
STLD
Steel Dynamics Inc

Basic Materials
765
+ 12.57%
N/A
6.85K $672K
WETF
Wisdom Tree Investments, Inc.

Financial Services
13.8K
New
N/A
13.8K $75K
ZION
Zions Bancorporation, National Association

Financial Services
1.07K
+ 11.11%
$41.39 - $51.94 $44.3K - $55.6K
10.7K $555K
DIV
Global X Superdividend Us ETF

ETFs
4.2K
+ 28.64%
N/A
18.9K $324K
EWC
Ishares Msci Canada ETF

ETFs
314
+ 2.91%
$37.17 - $46.2 $11.7K - $14.5K
11.1K $512K
CRBG
Corebridge Financial, Inc.

Financial Services
234
+ 1.43%
$25.41 - $35.83 $5.95K - $8.38K
16.6K $587K
RFG
Invesco Exchange Traded Fd Tr

ETFs
48
+ 0.34%
$39.08 - $48.9 $1.88K - $2.35K
14.1K $686K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
567
+ 17.54%
$81.84 - $93.53 $46.4K - $53K
3.8K $352K
WULF
Terawulf Inc.

Financial Services
1.5K
+ 3.87%
$2.24 - $4.53 $3.36K - $6.8K
40.2K $176K
KEYS
Keysight Technologies, Inc.

Technology
9
+ 0.19%
$127.02 - $165.4 $1.14K - $1.49K
4.77K $782K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
20.3K
+ 11.7%
$5.25 - $5.92 $106K - $120K
194K $1.09M
HLN
Haleon PLC

Healthcare
6.23K
+ 11.58%
$9.27 - $11.41 $57.7K - $71K
60K $621K
PTGX
Protagonist Therapeutics, Inc

Healthcare
582
+ 11.23%
$40.89 - $56.37 $23.8K - $32.8K
5.76K $318K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
2.26K
+ 24.07%
$31.07 - $32.25 $70.2K - $72.9K
11.7K $370K
DECK
Deckers Outdoor Corp

Consumer Cyclical
983
+ 23.44%
$100.44 - $129.37 $98.7K - $127K
5.18K $533K
AINV
Apollo Investment Corp

Financial Services
5.82K
+ 43.28%
N/A
19.3K $214K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
5.61K
+ 18.47%
$12.24 - $13.88 $68.7K - $77.9K
36K $485K
VMO
Invesco Municipal Opportunity Trust

Financial Services
17.4K
+ 5.64%
$9.0 - $9.58 $157K - $167K
326K $2.99M
TEX
Terex Corp

Industrials
99
+ 1.49%
$32.21 - $48.33 $3.19K - $4.78K
6.76K $315K
BNS
Bank Of Nova Scotia

Financial Services
682
+ 20.46%
$44.56 - $55.27 $30.4K - $37.7K
4.02K $221K
CHW
Calamos Global Dynamic Income Fund

Financial Services
2.83K
+ 4.87%
$5.59 - $7.13 $15.8K - $20.2K
60.9K $434K
CBOE
Cboe Global Markets, Inc.

Financial Services
161
+ 4.42%
$205.81 - $234.23 $33.1K - $37.7K
3.8K $886K
CODI
Compass Diversified Holdings

Industrials
10.1K
New
$6.0 - $18.81 $60.4K - $189K
10.1K $63K
HTGC
Hercules Capital, Inc.

Financial Services
5.12K
+ 15.52%
$16.24 - $19.1 $83.2K - $97.8K
38.1K $696K
PFN
Pimco Income Strategy Fund Ii

Financial Services
9.23K
+ 26.83%
$6.87 - $7.56 $63.4K - $69.8K
43.6K $322K
EVRG
Evergy, Inc.

Utilities
898
+ 7.43%
$64.06 - $69.64 $57.5K - $62.5K
13K $894K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
898
+ 1.81%
$11.52 - $14.55 $10.3K - $13.1K
50.5K $718K
FRI
First Tr S&P Reit Index Fd

ETFs
2.42K
+ 32.07%
$24.01 - $27.75 $58.1K - $67.1K
9.96K $269K
LIT
Global X Fds Global X Lithium

ETFs
1.82K
+ 9.01%
$31.82 - $39.24 $57.9K - $71.5K
22K $846K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
545
+ 10.94%
$86.79 - $101.21 $47.3K - $55.2K
5.53K $544K
AKAM
Akamai Technologies Inc

Technology
673
+ 9.23%
N/A
7.96K $723K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
5.29K
+ 5.92%
$7.98 - $10.06 $42.2K - $53.2K
94.7K $917K
HP
Helmerich & Payne, Inc.

Energy
10.3K
+ 118.57%
$15.16 - $26.78 $156K - $276K
19K $287K
IGRO
Ishares Tr International Divid

ETFs
66
+ 0.76%
$66.32 - $80.17 $4.38K - $5.29K
8.79K $693K
NXST
Nexstar Media Group, Inc.

Communication Services
415
+ 24.69%
$144.68 - $181.86 $60K - $75.5K
2.1K $362K
ES
Eversource Energy

Utilities
487
+ 2.59%
$54.25 - $65.89 $26.4K - $32.1K
19.3K $1.23M
QDF
Flexshares Quality Dividend In

ETFs
326
+ 4.26%
$59.99 - $73.18 $19.6K - $23.9K
7.98K $583K
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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