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
PPA
Invesco Exchange Traded Fd Tr

ETFs
25.3K
+ 9.37%
$105.2 - $141.69 $2.66M - $3.59M
295K $41.9M
VGT
Vanguard Information Technolog

ETFs
2.19K
+ 3.0%
$470.37 - $663.28 $1.03M - $1.45M
74.9K $49.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
32K
+ 247.05%
$310.86 - $348.77 $9.96M - $11.2M
45K $14.4M
DHS
Wisdomtree Tr U.S

ETFs
103K
+ 607.04%
$87.71 - $98.37 $9.07M - $10.2M
120K $11.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
112K
+ 5.96%
$29.12 - $35.84 $3.25M - $4M
1.98M $71.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 7.95%
$171.4 - $227.1 $2.42M - $3.21M
192K $43.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
120K
+ 14.23%
$45.88 - $54.4 $5.51M - $6.53M
964K $52.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
158K
+ 111.4%
$51.68 - $52.76 $8.14M - $8.31M
299K $15.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
106K
+ 18.89%
$50.39 - $60.05 $5.32M - $6.34M
665K $39.9M
IEFA
Ishares Tr

ETFs
34.9K
+ 5.43%
$67.83 - $84.09 $2.37M - $2.94M
677K $56.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
134K
+ 7.69%
$27.3 - $31.8 $3.65M - $4.25M
1.87M $59.5M
NEAR
Blackrock Short Maturity Bond

ETFs
152K
+ 238.48%
$50.41 - $51.17 $7.68M - $7.8M
216K $11.1M
COST
Costco Wholesale Corp

Consumer Defensive
4.22K
+ 5.88%
$908.13 - $1056.85 $3.83M - $4.46M
75.9K $75.2M
UPS
United Parcel Service Inc

Industrials
85K
+ 58.7%
$91.92 - $110.2 $7.81M - $9.36M
230K $23.2M
MSTR
Microstrategy Inc

Technology
1.34K
+ 2.31%
$237.95 - $421.61 $318K - $563K
59.2K $23.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
59K
+ 25.44%
$74.88 - $91.97 $4.42M - $5.42M
291K $26.7M
IDV
Ishares Tr

ETFs
196K
+ 296.64%
$27.79 - $34.84 $5.45M - $6.83M
262K $9.05M
IWM
Ishares Russell 2000 ETF

ETFs
18.5K
+ 10.13%
$174.82 - $215.79 $3.23M - $3.99M
201K $43.3M
AIQ
Global X Funds Global X Artifi

ETFs
83.6K
+ 18.76%
$31.5 - $43.69 $2.63M - $3.65M
529K $23.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
48K
+ 8.67%
$53.65 - $67.02 $2.57M - $3.21M
602K $40.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
106K
+ 48.91%
$40.94 - $52.1 $4.34M - $5.52M
322K $16.8M
CGUS
Capital Group Core Equity ETF
79.7K
+ 7.28%
$29.93 - $36.93 $2.39M - $2.94M
1.17M $43.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
110K
+ 21.74%
$58.63 - $59.9 $6.45M - $6.59M
616K $36.8M
CEG
Constellation Energy Corp

Utilities
7.69K
+ 21.71%
$170.96 - $322.76 $1.31M - $2.48M
43.1K $13.9M
DGRO
Ishares Core Dividend Growth E

ETFs
95.3K
+ 31.09%
$55.22 - $63.94 $5.27M - $6.1M
402K $25.7M
FQAL
Fidelity Covington Tr Quality

ETFs
52.9K
+ 9.51%
$57.29 - $69.63 $3.03M - $3.68M
609K $42.4M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.26K
+ 11.82%
$299.15 - $396.54 $2.17M - $2.88M
68.7K $27.2M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
66.7K
+ 14.48%
$49.48 - $61.22 $3.3M - $4.09M
527K $32.1M
OMFL
Invesco Exchange Traded Self I

ETFs
102K
+ 66.23%
$48.43 - $57.78 $4.93M - $5.88M
255K $14.8M
OEF
Ishares S&P 100 ETF

ETFs
24.2K
+ 3.83%
N/A
657K $175M
SHV
Ishares Tr

ETFs
57.2K
+ 91.62%
$110.06 - $110.46 $6.29M - $6.32M
120K $13.2M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
123K
+ 216.29%
$42.56 - $50.32 $5.22M - $6.17M
179K $9.02M
FSMD
Fidelity Covington Tr Small Mi

ETFs
133K
+ 43.1%
$34.67 - $41.47 $4.61M - $5.51M
441K $18.3M
MU
Micron Technology Inc

Technology
2.32K
+ 1.47%
$64.72 - $127.91 $150K - $297K
161K $19.8M
PAVE
Global X Fds Us Infrastructure

ETFs
65.9K
+ 12.21%
$33.78 - $43.68 $2.23M - $2.88M
606K $26.4M
BAC
Bank Of America Corp

Financial Services
76.9K
+ 18.64%
$34.39 - $47.46 $2.65M - $3.65M
490K $23.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
72.5K
+ 15.41%
$56.84 - $65.5 $4.12M - $4.75M
543K $35.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
11K
+ 13.9%
$187.5 - $246.51 $2.07M - $2.72M
90.4K $22.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
65.3K
+ 20.26%
$43.53 - $54.46 $2.84M - $3.56M
388K $21.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
170K
+ 31.96%
$23.55 - $27.67 $4M - $4.7M
701K $19.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
71K
+ 26.6%
$72.02 - $73.82 $5.11M - $5.24M
338K $24.9M
XLU
Utilities Sector Spdr

ETFs
58.6K
+ 35.35%
$73.09 - $82.77 $4.29M - $4.85M
225K $18.3M
PFE
Pfizer Inc

Healthcare
268K
+ 23.52%
$21.59 - $24.84 $5.79M - $6.67M
1.41M $34.2M
BA
Boeing CO

Industrials
3.86K
+ 3.44%
$136.59 - $217.51 $527K - $839K
116K $24.3M
NOW
Service Now, Inc.

Technology
1.45K
+ 9.17%
$721.65 - $1040.18 $1.05M - $1.51M
17.3K $17.8M
SOXX
Ishares Semiconductor ETF

ETFs
13K
+ 32.14%
$154.86 - $239.07 $2.01M - $3.11M
53.5K $12.8M
CGGO
Capital Group Global Growth Eq

ETFs
66.9K
+ 8.34%
$25.31 - $32.17 $1.69M - $2.15M
868K $27.8M
PSLV
Sprott Physical Silver Trust

Financial Services
364K
+ 43.23%
$9.98 - $12.51 $3.64M - $4.56M
1.21M $14.8M
AVUS
American Centy ETF Tr Avantis

ETFs
37.4K
+ 27.23%
$81.38 - $100.82 $3.04M - $3.77M
175K $17.6M
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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