Kestra Advisory Services, LLC Incresed Positions in Q3 2024

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
808K
+ 36.88%
$32.96 - $36.48 $26.6M - $29.5M
3M $109M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
480K
+ 115.45%
$50.02 - $54.5 $24M - $26.1M
895K $48.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
429K
+ 17.57%
$44.65 - $47.21 $19.1M - $20.2M
2.87M $134M
JCPB
J P Morgan Exchange Traded Fd

ETFs
415K
+ 316.62%
$45.87 - $48.53 $19M - $20.2M
546K $26.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.4K
+ 3.49%
$162.83 - $179.16 $4.45M - $4.9M
812K $145M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
278K
+ 174.11%
$51.29 - $56.57 $14.2M - $15.7M
437K $24.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50.1K
+ 3.29%
$77.02 - $85.06 $3.86M - $4.27M
1.57M $133M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
303K
+ 137.5%
$47.43 - $47.88 $14.4M - $14.5M
523K $24.8M
VTV
Vanguard Value ETF

ETFs
6.09K
+ 0.68%
$159.75 - $174.57 $972K - $1.06M
901K $157M
BLK
Black Rock Inc.

Financial Services
5.75K
+ 18.4%
$782.27 - $949.51 $4.49M - $5.45M
37K $35.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
128K
+ 13.39%
$54.98 - $59.51 $7.06M - $7.64M
1.09M $64.7M
ORCL
Oracle Corp

Technology
5.76K
+ 1.79%
$125.9 - $170.35 $725K - $981K
327K $55.8M
CGUS
Capital Group Core Equity ETF
234K
+ 28.29%
$31.19 - $34.33 $7.29M - $8.02M
1.06M $36.3M
DGRO
Ishares Core Dividend Growth E

ETFs
35.8K
+ 2.46%
$57.47 - $62.76 $2.05M - $2.24M
1.49M $93.5M
AGOX
Starboard Invt Tr

ETFs
273K
+ 16.6%
$26.6 - $29.57 $7.27M - $8.09M
1.92M $55.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
168K
+ 10.29%
$30.71 - $34.79 $5.17M - $5.86M
1.81M $62.8M
AVUV
American Centy ETF Tr Avantis

ETFs
78.9K
+ 114.05%
$88.24 - $99.7 $6.96M - $7.87M
148K $14.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
154K
+ 18.24%
$50.52 - $50.95 $7.76M - $7.82M
995K $50.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
108K
+ 410.17%
$61.47 - $67.36 $6.63M - $7.27M
134K $9.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.9K
+ 5.21%
$71.45 - $75.64 $3.71M - $3.93M
1.05M $78.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
74.8K
+ 70.13%
$79.29 - $84.02 $5.93M - $6.28M
181K $15.2M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
155K
+ 57.72%
$35.91 - $38.04 $5.56M - $5.89M
423K $16.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
92.6K
+ 10.6%
$32.65 - $36.69 $3.02M - $3.4M
966K $35.1M
IEF
Ishares Barclays

ETFs
47.1K
+ 15.85%
$92.67 - $99.14 $4.36M - $4.67M
344K $33.7M
FNDX
Schwab Fundamental U S Large C

ETFs
49K
+ 11.73%
$65.36 - $71.76 $3.2M - $3.52M
467K $33.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
27.3K
+ 1.67%
$37.33 - $40.63 $1.02M - $1.11M
1.66M $67.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
102K
+ 16.43%
$50.25 - $50.74 $5.14M - $5.19M
725K $36.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8.05K
+ 38.14%
$523.84 - $572.02 $4.22M - $4.6M
29.2K $16.6M
LOW
Lowes Companies Inc

Consumer Cyclical
599
+ 0.6%
$213.3 - $270.78 $128K - $162K
101K $27.3M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
248K
+ 54.36%
$19.2 - $19.63 $4.77M - $4.87M
705K $13.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
33.5K
+ 11.03%
$96.25 - $101.98 $3.22M - $3.41M
337K $34.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
12.1K
+ 2.2%
$71.9 - $79.86 $869K - $965K
561K $44.6M
DFAI
Dimensional ETF Tr

ETFs
36.8K
+ 2.31%
$28.69 - $32.06 $1.06M - $1.18M
1.63M $51.7M
IWV
Ishares Russell 3000 ETF

ETFs
11.8K
+ 33.26%
$294.75 - $326.73 $3.47M - $3.85M
47.2K $15.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
40.4K
+ 4.68%
$42.22 - $48.62 $1.7M - $1.96M
904K $42M
GTO
Invesco Actively Managed ETF T

ETFs
89.5K
+ 214.78%
$46.22 - $48.77 $4.14M - $4.37M
131K $6.34M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
142K
+ 325.82%
$26.43 - $29.86 $3.75M - $4.24M
185K $5.48M
ABT
Abbott Laboratories

Healthcare
19.5K
+ 10.06%
$100.07 - $118.13 $1.95M - $2.31M
214K $24.4M
VDC
Vanguard Consumer Staples ETF

ETFs
13.4K
+ 16.8%
$201.77 - $221.32 $2.7M - $2.96M
92.9K $20.3M
XLU
Utilities Sector Spdr

ETFs
27.7K
+ 18.9%
$67.67 - $80.78 $1.87M - $2.24M
174K $14.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
83.8K
+ 32.71%
$39.37 - $41.68 $3.3M - $3.49M
340K $14.1M
CMI
Cummins Inc

Industrials
4.9K
+ 9.93%
$266.63 - $326.4 $1.31M - $1.6M
54.3K $17.6M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
41.8K
+ 22.37%
$67.43 - $74.23 $2.82M - $3.1M
229K $16.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
34.5K
+ 23.38%
$90.01 - $95.32 $3.1M - $3.28M
182K $17.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
19.3K
+ 6.47%
$89.91 - $101.33 $1.73M - $1.95M
317K $31.1M
MDT
Medtronic PLC

Healthcare
8.19K
+ 3.09%
$76.84 - $91.03 $629K - $746K
273K $24.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.89K
+ 2.82%
$156.14 - $187.2 $450K - $540K
105K $19.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
33.4K
+ 3.65%
$33.74 - $37.96 $1.13M - $1.27M
950K $35.7M
PEP
Pepsico Inc

Consumer Defensive
13.8K
+ 6.13%
$161.9 - $179.3 $2.24M - $2.48M
240K $40.8M
Activity Summary
Buys All Purchases 952 New Holdings 158 Increased Positions 794 Sells All Sells 1525 Reductions 1525 Sold out 0 Options Calls 8 Puts 5
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