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
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.56K
+ 97.38%
$120.49 - $141.16 $188K - $220K
3.16K $437K
CDE
Coeur Mining, Inc.

Basic Materials
13.1K
+ 33.79%
$4.81 - $9.46 $62.8K - $124K
51.7K $458K
DINO
Hf Sinclair Corp

Energy
3.96K
+ 48.14%
$25.91 - $41.85 $102K - $166K
12.2K $500K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.7K
+ 17.36%
$10.8 - $16.92 $116K - $181K
72.4K $995K
CMBS
Ishares Cmbs ETF

ETFs
4.55K
+ 82.87%
$47.54 - $48.72 $216K - $222K
10K $489K
ROBO
Robo Global Robotics And Autom

ETFs
2.19K
+ 19.44%
$43.89 - $59.78 $96.1K - $131K
13.4K $803K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
18.2K
+ 13.87%
$9.25 - $10.26 $168K - $187K
149K $1.53M
GGG
Graco Inc

Industrials
2.46K
+ 58.39%
$74.02 - $87.26 $182K - $215K
6.68K $574K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
26.6K
+ 20.03%
$7.05 - $8.02 $187K - $213K
159K $1.28M
BLW
Blackrock LTD Duration Income Trust

Financial Services
15.5K
+ 130.68%
$12.75 - $14.21 $197K - $220K
27.3K $387K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.93K
+ 4.37%
$29.44 - $33.91 $86.1K - $99.2K
69.9K $2.28M
RGTI
Rigetti Computing, Inc.

Technology
8.4K
+ 28.46%
$7.5 - $14.29 $63K - $120K
37.9K $449K
FNDF
Schwab Fundamental Intl Large

ETFs
3K
+ 12.24%
$32.25 - $40.02 $96.8K - $120K
27.5K $1.1M
FSMO
Fidelity Covington Tr

ETFs
8.19K
+ 46.57%
N/A
25.8K $677K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.93K
+ 18.02%
$107.83 - $119.94 $316K - $352K
19.2K $2.07M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.48K
+ 1.47%
$40.82 - $43.14 $101K - $107K
171K $7.38M
NU
Nu Holdings Ltd.

Financial Services
1.54K
+ 2.81%
$9.6 - $13.72 $14.8K - $21.1K
56.3K $772K
IYR
Ishares Tr

ETFs
2.47K
+ 10.67%
$84.48 - $96.25 $208K - $237K
25.6K $2.42M
LDOS
Leidos Holdings, Inc.

Technology
667
+ 14.5%
$132.9 - $160.3 $88.6K - $107K
5.27K $831K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3.27K
+ 26.25%
$225.56 - $335.19 $738K - $1.1M
15.7K $3.74M
ENSG
Ensign Group, Inc

Healthcare
1.04K
+ 51.82%
$119.93 - $156.36 $124K - $162K
3.04K $468K
FEX
First Tr Large Cap Core Alphde

ETFs
736
+ 4.28%
$90.17 - $109.96 $66.4K - $80.9K
17.9K $1.97M
HSY
Hershey CO

Consumer Defensive
1.83K
+ 9.92%
$151.29 - $173.13 $277K - $317K
20.3K $3.37M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
9.75K
+ 6.41%
$18.28 - $18.7 $178K - $182K
162K $3.03M
HQH
Tekla Healthcare Investors

Financial Services
17.7K
+ 20.29%
$14.14 - $16.32 $250K - $289K
105K $1.62M
ALLE
Allegion PLC

Industrials
1.11K
+ 31.37%
$118.52 - $145.64 $131K - $162K
4.64K $669K
EMN
Eastman Chemical CO

Basic Materials
5.96K
+ 33.72%
$72.7 - $88.29 $434K - $526K
23.6K $1.77M
HUBB
Hubbell Inc

Industrials
219
+ 14.44%
$315.94 - $408.41 $69.2K - $89.4K
1.74K $708K
LRGF
Ishares Tr

ETFs
2.64K
+ 43.81%
$51.37 - $64.13 $136K - $169K
8.66K $555K
BLDR
Builders First Source, Inc.

Industrials
1.95K
+ 75.64%
$105.63 - $131.12 $206K - $255K
4.52K $527K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.6K
+ 3.59%
$20.12 - $21.0 $153K - $160K
219K $4.59M
AG
First Majestic Silver Corp

Basic Materials
19.7K
+ 74.11%
$5.24 - $8.55 $103K - $168K
46.2K $381K
FEP
First Trust Europe Alphadex Fu

ETFs
2.25K
+ 16.29%
$36.11 - $47.8 $81.1K - $107K
16K $766K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
3.19K
+ 35.99%
$38.61 - $49.26 $123K - $157K
12K $593K
NNN
National Retail Properties, Inc.

Real Estate
4.47K
+ 24.85%
$37.56 - $43.42 $168K - $194K
22.5K $970K
AMSC
American Superconductor Corp

Industrials
22
+ 0.2%
$15.8 - $37.12 $348 - $817
10.8K $397K
XBAP
Innovator ETF Tr Us Equity Acc
4.41K
+ 20.41%
$32.27 - $36.74 $142K - $162K
26K $955K
MDB
Mongo Db, Inc.

Technology
580
+ 25.37%
$145.85 - $225.38 $84.6K - $131K
2.87K $601K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.12K
+ 13.35%
$94.78 - $95.97 $201K - $203K
18K $1.72M
PID
Invesco Exchange Traded Fd Tr

ETFs
11K
+ 54.92%
N/A
31.1K $555K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.14K
+ 9.21%
$57.14 - $72.68 $65.4K - $83.1K
13.6K $985K
SONY
Sony Group Corp

Technology
3.29K
+ 1.89%
$21.24 - $26.88 $70K - $88.5K
177K $4.62M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.18K
+ 4.91%
$19.49 - $19.66 $179K - $180K
196K $3.85M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
2.73K
+ 12.1%
$63.02 - $65.94 $172K - $180K
25.3K $1.67M
DSL
Double Line Income Solutions Fund

Financial Services
18.6K
+ 18.49%
$11.15 - $12.57 $207K - $234K
119K $1.46M
IYK
Ishares U.S. Consumer Staples

ETFs
3.04K
+ 13.71%
$67.29 - $72.42 $204K - $220K
25.2K $1.78M
LNC
Lincoln National Corp

Financial Services
7.38K
+ 14.58%
$28.95 - $37.27 $214K - $275K
58K $2.01M
FXU
First Tr Exchange Traded Fd Ut

ETFs
4.11K
+ 36.75%
$37.86 - $43.29 $155K - $178K
15.3K $647K
AZO
Autozone Inc

Consumer Cyclical
101
+ 5.42%
$3478.38 - $3880.15 $351K - $392K
1.97K $7.3M
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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