Kestra Advisory Services, LLC Incresed Positions in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.61K
+ 32.88%
$28.75 - $33.88 $190K - $224K
26.7K $904K
BMO
Bank Of Montreal

Financial Services
1.62K
+ 26.92%
$87.54 - $110.63 $142K - $179K
7.64K $844K
XEL
Xcel Energy Inc

Utilities
5.85K
+ 12.26%
$65.65 - $72.39 $384K - $423K
53.5K $3.65M
AMCR
Amcor PLC

Consumer Cyclical
30.2K
+ 187.36%
$8.57 - $9.81 $259K - $296K
46.3K $425K
AI
C3.Ai, Inc.

Technology
8.28K
+ 44.14%
$18.24 - $27.8 $151K - $230K
27.1K $664K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
3.58K
+ 6.26%
$25.92 - $33.03 $92.9K - $118K
60.8K $2.01M
RF
Regions Financial Corp

Financial Services
7.1K
+ 12.48%
$18.34 - $23.52 $130K - $167K
64K $1.5M
HUM
Humana Inc

Healthcare
1.17K
+ 110.8%
$224.93 - $295.04 $263K - $345K
2.23K $544K
ILMN
Illumina, Inc.

Healthcare
2.28K
+ 76.0%
$70.3 - $95.41 $160K - $218K
5.28K $503K
FITB
Fifth Third Bancorp

Financial Services
2.49K
+ 2.97%
$33.32 - $41.51 $83K - $103K
86.5K $3.56M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
8.62K
+ 77.22%
$28.36 - $31.3 $245K - $270K
19.8K $609K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.61K
+ 2.82%
$34.72 - $42.74 $55.8K - $68.7K
58.7K $2.51M
VRIG
Invesco Actively Managed ETF F

ETFs
10.4K
+ 22.65%
$24.89 - $25.14 $260K - $262K
56.5K $1.41M
ITRI
Itron, Inc.

Technology
1.15K
+ 28.67%
$92.04 - $132.78 $106K - $153K
5.17K $680K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.37K
+ 13.75%
$248.61 - $294.96 $341K - $405K
11.3K $3.2M
NGD
New Gold Inc.

Basic Materials
1.1K
+ 0.54%
$2.98 - $4.95 $3.29K - $5.46K
206K $1.02M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
297
+ 0.44%
$26.99 - $33.86 $8.02K - $10.1K
67.2K $2.25M
DGX
Quest Diagnostics Inc

Healthcare
1.87K
+ 14.4%
N/A
14.9K $2.04M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12.3K
+ 137.94%
$18.94 - $21.67 $232K - $266K
21.2K $447K
ZTS
Zoetis Inc.

Healthcare
3.85K
+ 9.71%
$144.41 - $170.3 $555K - $655K
43.4K $6.78M
MLN
Vaneck Long Muni ETF

ETFs
17K
+ 26.68%
$16.49 - $17.52 $280K - $298K
80.7K $1.36M
VOX
Vanguard Communication Service

ETFs
1.07K
+ 34.44%
$133.12 - $171.03 $142K - $182K
4.17K $712K
DRSK
ETF Ser Solutions Aptus Define

ETFs
6.8K
+ 18.58%
$26.75 - $28.79 $182K - $196K
43.4K $1.25M
GTLB
Gitlab Inc.

Technology
5.69K
+ 130.6%
$40.52 - $53.43 $231K - $304K
10K $453K
NVT
N Vent Electric PLC

Industrials
633
+ 6.48%
$45.2 - $73.35 $28.6K - $46.4K
10.4K $761K
DGS
Wisdomtree Emerging Markets Sm

ETFs
176
+ 0.51%
$43.34 - $55.24 $7.63K - $9.72K
34.7K $1.91M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
4.52K
+ 10.69%
$20.72 - $25.75 $93.6K - $116K
46.8K $1.2M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.38K
+ 9.3%
$27.26 - $34.48 $92.1K - $117K
39.7K $1.37M
AOM
Ishares Tr Core Moderate Alloc

ETFs
3.45K
+ 8.66%
$41.55 - $46.04 $143K - $159K
43.2K $1.99M
FYT
First Trust Small Cap

ETFs
4.41K
+ 14.87%
$42.78 - $50.73 $189K - $224K
34.1K $1.72M
CSM
Proshares Large Cap Core Plus

ETFs
38
+ 0.11%
$56.33 - $70.47 $2.14K - $2.68K
35.4K $2.5M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
4.32K
+ 9.85%
$18.53 - $24.21 $80K - $104K
48.1K $1.16M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
48.2K
+ 29.05%
$4.27 - $5.08 $206K - $245K
214K $1.08M
REZ
Ishares Tr Residential And Mul

ETFs
3.06K
+ 113.26%
$76.14 - $86.35 $233K - $264K
5.76K $473K
SLF
Sun Life Financial Inc

Financial Services
933
+ 4.83%
$53.39 - $66.45 $49.8K - $62K
20.3K $1.35M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.91K
+ 12.25%
$35.62 - $39.64 $246K - $274K
63.4K $2.47M
FID
First Tr Exchange Trded Fd Vi

ETFs
8.08K
+ 19.32%
$15.86 - $19.39 $128K - $157K
49.9K $958K
ITW
Illinois Tool Works Inc

Industrials
1.15K
+ 1.86%
$218.41 - $252.43 $251K - $290K
63.1K $15.6M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
6.8K
+ 98.61%
$25.48 - $31.98 $173K - $217K
13.7K $438K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.27K
+ 13.0%
$42.51 - $43.7 $224K - $230K
45.8K $2M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
3.52K
+ 4.74%
$26.97 - $32.13 $94.9K - $113K
77.8K $2.5M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
13.8K
+ 23.03%
$19.39 - $20.21 $268K - $279K
73.9K $1.45M
KNSL
Kinsale Capital Group, Inc.

Financial Services
493
+ 50.0%
$419.99 - $501.97 $207K - $247K
1.48K $715K
AN
Autonation, Inc.

Consumer Cyclical
225
+ 4.34%
$155.71 - $201.03 $35K - $45.2K
5.4K $1.07M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38.8K
+ 9.76%
$483.48 - $539.8 $18.8M - $21M
437K $212M
MFC
Manulife Financial Corp

Financial Services
5.58K
+ 8.01%
$26.93 - $32.44 $150K - $181K
75.2K $2.4M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
11.2K
+ 17.82%
$19.44 - $19.88 $218K - $223K
74.1K $1.47M
IR
Ingersoll Rand Inc.

Industrials
1.91K
+ 8.05%
$66.75 - $84.94 $127K - $162K
25.6K $2.13M
IAUM
I Shares Gold Trust Micro

ETFs
6.15K
+ 36.77%
$29.65 - $34.24 $182K - $211K
22.9K $754K
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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