Kestra Advisory Services, LLC Incresed Positions in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.04K
+ 9.99%
$9.44 - $10.23 $9.81K - $10.6K
11.4K $116K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
2.26K
+ 21.97%
$9.11 - $10.03 $20.6K - $22.6K
12.5K $114K
DOCU
Docusign, Inc.

Technology
984
+ 10.92%
$67.14 - $85.01 $66.1K - $83.6K
10K $720K
ASX
Ase Technology Holding Co., Ltd.

Technology
455
+ 2.95%
$9.5 - $11.71 $4.32K - $5.33K
15.9K $176K
EQIX
Equinix Inc

Real Estate
122
+ 1.89%
$756.7 - $811.13 $92.3K - $99K
6.59K $5.16M
QVMM
Invesco ETF Tr Ii S&P Midcap 4
2
+ 0.02%
$28.76 - $30.88 $57.5 - $61.8
10.5K $319K
GAL
Ssga Active ETF Tr

ETFs
77
+ 1.32%
$46.79 - $49.44 $3.6K - $3.81K
5.91K $290K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
57
+ 1.48%
$84.77 - $103.36 $4.83K - $5.89K
3.9K $333K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
57
+ 0.3%
$20.07 - $21.62 $1.14K - $1.23K
18.9K $398K
SCI
Service Corp International

Consumer Cyclical
101
+ 2.69%
$75.63 - $83.25 $7.64K - $8.41K
3.86K $321K
CLOV
Clover Health Investments, Corp.

Healthcare
3.25K
+ 26.0%
$2.18 - $3.41 $7.08K - $11.1K
15.7K $48K
FMNB
Farmers National Banc Corp

Financial Services
95
+ 0.46%
$13.19 - $15.3 $1.25K - $1.45K
20.8K $300K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
649
+ 0.43%
$23.03 - $23.12 $14.9K - $15K
152K $3.51M
FTV
Fortive Corp

Technology
774
+ 9.85%
$46.55 - $53.34 $36K - $41.3K
8.63K $422K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
1.39K
+ 15.26%
$25.83 - $30.45 $36K - $42.4K
10.5K $290K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
276
+ 0.69%
$11.19 - $11.74 $3.09K - $3.24K
40.4K $467K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
315
+ 6.1%
$73.7 - $90.42 $23.2K - $28.5K
5.48K $404K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
563
+ 1.81%
$10.08 - $11.67 $5.68K - $6.57K
31.7K $344K
ACGL
Arch Capital Group Ltd.

Financial Services
205
+ 0.98%
$85.61 - $93.54 $17.6K - $19.2K
21.2K $1.92M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
121
+ 0.29%
$23.46 - $23.77 $2.84K - $2.88K
41.9K $990K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
380
+ 1.21%
$20.18 - $20.7 $7.67K - $7.87K
31.9K $655K
UYG
Proshares Ultra Financials

ETFs
5
+ 0.19%
$91.13 - $100.36 $456 - $502
2.64K $261K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
320
+ 4.24%
$28.34 - $28.67 $9.07K - $9.17K
7.87K $225K
STEW
Boulder Growth & Income Fund

Financial Services
20
+ 0.11%
$17.4 - $18.57 $348 - $371
17.5K $318K
CODX
Co Diagnostics, Inc.

Healthcare
6.03K
+ 4.69%
$0.24 - $0.44 $1.45K - $2.65K
135K $45K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
142
+ 2.64%
$50.29 - $50.86 $7.14K - $7.22K
5.51K $280K
REKR
Rekor Systems, Inc.

Technology
2.29K
+ 14.77%
$1.05 - $1.89 $2.41K - $4.33K
17.8K $27K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
255
+ 1.19%
$6.44 - $6.96 $1.64K - $1.77K
21.6K $148K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
16
+ 0.18%
$38.77 - $40.83 $620 - $653
8.77K $355K
OCCI
Ofs Credit Company, Inc.

Financial Services
9.55K
+ 17.99%
$5.28 - $6.3 $50.4K - $60.2K
62.6K $338K
CSWC
Capital Southwest Corp

Financial Services
683
+ 1.49%
$21.86 - $23.33 $14.9K - $15.9K
46.5K $1.02M
CODI
Compass Diversified Holdings

Industrials
587
+ 5.83%
$6.04 - $7.69 $3.55K - $4.51K
10.6K $70K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
50
+ 0.49%
$23.57 - $24.16 $1.18K - $1.21K
10.2K $245K
VKQ
Invesco Municipal Trust

Financial Services
160
+ 1.43%
$8.95 - $9.65 $1.43K - $1.54K
11.4K $109K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.29K
+ 4.75%
$23.09 - $42.09 $29.8K - $54.3K
28.5K $727K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
1.49K
+ 2.0%
$5.61 - $5.84 $8.37K - $8.71K
76.2K $438K
QLYS
Qualys, Inc.

Technology
161
+ 10.93%
$127.89 - $150.07 $20.6K - $24.2K
1.63K $216K
APG
A Pi Group Corp

Industrials
6.13K
+ 49.77%
$33.09 - $36.34 $203K - $223K
18.5K $634K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
12
+ 0.8%
$164.12 - $188.32 $1.97K - $2.26K
1.52K $264K
SENS
Senseonics Holdings, Inc.

Healthcare
14.8K
+ 53.17%
$0.43 - $0.58 $6.36K - $8.58K
42.6K $18K
ABEV
Ambev S.A.

Consumer Defensive
3.17K
+ 16.67%
$2.15 - $2.49 $6.81K - $7.88K
22.2K $49K
HYGV
Flexshares Tr High Yield Value

ETFs
79
+ 1.41%
$40.55 - $41.28 $3.2K - $3.26K
5.66K $233K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
87
+ 0.8%
$46.88 - $47.56 $4.08K - $4.14K
11K $522K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
1.33K
+ 2.5%
$3.19 - $3.34 $4.24K - $4.44K
54.5K $175K
UFPT
Ufp Technologies Inc

Healthcare
240
+ 24.56%
$190.04 - $252.55 $45.6K - $60.6K
1.22K $242K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
53
+ 0.41%
$24.87 - $25.69 $1.32K - $1.36K
12.8K $327K
BR
Broadridge Financial Solutions, Inc.

Technology
247
+ 2.17%
$233.75 - $266.89 $57.7K - $65.9K
11.6K $2.77M
GMED
Globus Medical Inc

Healthcare
236
+ 3.94%
$51.89 - $62.79 $12.2K - $14.8K
6.23K $356K
UTZ
Utz Brands, Inc.

Consumer Defensive
954
+ 4.58%
$11.85 - $14.49 $11.3K - $13.8K
21.8K $264K
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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