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
EMX
Emx Royalty Corp

Basic Materials
20.4K
+ 185.49%
$1.78 - $2.56 $36.3K - $52.2K
31.4K $79K
GUG
Guggenheim Active Allocation Fund

ETFs
59
+ 0.06%
$13.98 - $15.75 $825 - $929
96.2K $1.5M
HPF
John Hancock Preferred Income Fund Ii

Financial Services
5.72K
+ 13.55%
$15.08 - $16.68 $86.3K - $95.4K
47.9K $757K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.69K
+ 10.64%
$20.16 - $23.26 $74.4K - $85.8K
38.4K $836K
EWA
Ishares Msci Australia ETF

ETFs
951
+ 8.82%
$20.82 - $26.71 $19.8K - $25.4K
11.7K $308K
SLM
Slm Corp

Financial Services
278
+ 2.04%
$24.84 - $34.36 $6.91K - $9.55K
13.9K $456K
VIRT
Virtu Financial, Inc.

Financial Services
270
+ 4.09%
$32.82 - $44.79 $8.86K - $12.1K
6.87K $307K
HRB
H&R Block Inc

Consumer Cyclical
1.01K
+ 3.66%
$54.32 - $63.04 $54.8K - $63.5K
28.6K $1.57M
HYLB
Xtrackers Usd High Yield Corp

ETFs
481
+ 0.99%
$34.72 - $36.92 $16.7K - $17.8K
48.9K $1.8M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.11K
+ 19.29%
$46.39 - $47.84 $51.6K - $53.2K
6.88K $329K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
851
+ 20.11%
$86.97 - $102.82 $74K - $87.5K
5.08K $487K
SCHO
Schwab Short Term Us Treasury

ETFs
2.21K
+ 21.78%
$24.19 - $24.45 $53.5K - $54.1K
12.4K $301K
SLG
Sl Green Realty Corp

Real Estate
53
+ 0.44%
$47.9 - $65.94 $2.54K - $3.49K
12.1K $747K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3.6K
+ 19.38%
$22.73 - $29.21 $81.9K - $105K
22.2K $596K
BSJR
Invesco Indx Tr

ETFs
1.62K
+ 3.04%
$21.81 - $22.71 $35.3K - $36.7K
54.8K $1.24M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
88
+ 1.83%
$62.75 - $79.31 $5.52K - $6.98K
4.9K $388K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
1.37K
+ 9.1%
$34.58 - $34.88 $47.5K - $47.9K
16.5K $574K
SSB
South State Corp

Financial Services
625
+ 11.9%
$80.59 - $94.67 $50.4K - $59.2K
5.88K $540K
ATR
Aptargroup, Inc.

Healthcare
91
+ 1.94%
$133.66 - $158.53 $12.2K - $14.4K
4.77K $746K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
7.39K
+ 33.52%
$11.11 - $14.46 $82.1K - $107K
29.5K $368K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
3.45K
+ 20.88%
$19.2 - $22.42 $66.2K - $77.3K
20K $402K
CQP
Cheniere Energy Partners, L.P.

Energy
1.62K
+ 41.14%
$54.61 - $68.04 $88.5K - $110K
5.56K $311K
LBRT
Liberty Energy Inc.

Energy
8.94K
+ 75.24%
$10.0 - $16.08 $89.4K - $144K
20.8K $238K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
930
+ 6.73%
$43.65 - $45.44 $40.6K - $42.3K
14.7K $670K
SEIC
Sei Investments CO

Financial Services
9
+ 0.23%
$66.45 - $89.86 $598 - $809
3.96K $356K
ACNB
Acnb Corp

Financial Services
193
+ 0.8%
$38.45 - $44.18 $7.42K - $8.53K
24.3K $1.04M
BCE
Bce Inc

Communication Services
2.47K
+ 25.88%
$20.87 - $22.95 $51.5K - $56.6K
12K $266K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.2K
+ 2.99%
$22.22 - $22.92 $49K - $50.5K
76K $1.73M
QDEF
Flexshares Quality Div Defensi

ETFs
359
+ 7.56%
$62.5 - $74.05 $22.4K - $26.6K
5.11K $378K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.89K
+ 7.37%
$22.46 - $23.12 $42.5K - $43.7K
27.5K $634K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
292
+ 12.24%
$105.8 - $131.55 $30.9K - $38.4K
2.68K $344K
MTCH
Match Group, Inc.

Communication Services
1.61K
+ 13.53%
$27.03 - $31.93 $43.5K - $51.4K
13.5K $417K
OGE
Oge Energy Corp.

Utilities
1.59K
+ 10.01%
$42.23 - $46.38 $67.3K - $73.9K
17.5K $777K
PCAR
Paccar Inc

Industrials
930
+ 5.03%
$86.4 - $99.09 $80.4K - $92.2K
19.4K $1.85M
UTHR
United Therapeutics Corp

Healthcare
236
+ 22.91%
$276.47 - $328.4 $65.2K - $77.5K
1.27K $363K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
214
+ 0.23%
$7.42 - $8.86 $1.59K - $1.9K
93.3K $826K
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
334
+ 6.5%
$46.92 - $58.01 $15.7K - $19.4K
5.47K $317K
BOX
Box Inc

Technology
46
+ 0.36%
$28.42 - $38.55 $1.31K - $1.77K
12.8K $439K
NI
Nisource Inc.

Utilities
1.05K
+ 17.2%
$37.11 - $40.64 $38.8K - $42.5K
7.12K $287K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.01K
+ 2.0%
$50.34 - $51.86 $50.8K - $52.3K
51.4K $2.64M
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
12
+ 0.19%
$53.49 - $66.89 $642 - $803
6.24K $417K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
2.62K
+ 4.2%
$7.6 - $8.89 $19.9K - $23.3K
64.9K $577K
BTO
John Hancock Financial Opportunities Fund

Financial Services
732
+ 5.93%
$28.44 - $35.42 $20.8K - $25.9K
13.1K $462K
KEX
Kirby Corp

Industrials
110
+ 4.5%
$87.32 - $114.99 $9.61K - $12.6K
2.56K $289K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
5.04K
+ 17.17%
$7.12 - $7.84 $35.9K - $39.5K
34.4K $269K
WAL
Western Alliance Bancorporation

Financial Services
329
+ 2.34%
$61.0 - $79.94 $20.1K - $26.3K
14.4K $1.12M
BCS
Barclays PLC

Financial Services
87
+ 0.71%
$12.69 - $18.61 $1.1K - $1.62K
12.3K $228K
CMC
Commercial Metals CO

Basic Materials
442
+ 6.47%
$39.2 - $50.67 $17.3K - $22.4K
7.27K $355K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
3.06K
+ 13.01%
$19.12 - $22.36 $58.5K - $68.4K
26.6K $568K
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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