Kestra Advisory Services, LLC Incresed Positions in Q1 2025

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOD
Vodafone Group Public LTD CO

Communication Services
22.8K
+ 5.14%
$8.05 - $9.86 $183K - $224K
465K $4.36M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
16.5K
+ 8.07%
$58.38 - $64.16 $964K - $1.06M
221K $13.1M
IVE
Ishares S&P 500 Value ETF

ETFs
3.68K
+ 0.92%
$185.78 - $198.58 $684K - $731K
406K $77.3M
IXG
Ishares Global Fin'L ETF

ETFs
5.48K
+ 236.19%
$94.45 - $105.01 $518K - $576K
7.8K $803K
CWS
Advisorshares Tr Advisorshares

ETFs
8.35K
+ 17.43%
$63.1 - $68.75 $527K - $574K
56.3K $3.68M
CEG
Constellation Energy Corp

Utilities
6.24K
+ 21.39%
$201.63 - $347.44 $1.26M - $2.17M
35.4K $7.14M
HWM
Howmet Aerospace Inc.

Industrials
1.37K
+ 7.29%
$110.79 - $139.39 $152K - $191K
20.2K $2.62M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.9K
+ 8.49%
$67.08 - $76.14 $261K - $297K
49.8K $3.67M
JMBS
Janus Detroit Str Tr Henderson

ETFs
11.6K
+ 41.58%
$43.53 - $45.42 $505K - $527K
39.5K $1.78M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
16K
+ 12.35%
$27.64 - $28.58 $442K - $457K
145K $4.16M
SLB
Schlumberger Limited

Energy
7.97K
+ 13.18%
$38.4 - $43.74 $306K - $349K
68.4K $2.86M
VMO
Invesco Municipal Opportunity Trust

Financial Services
63K
+ 25.67%
$9.44 - $9.93 $595K - $626K
309K $2.93M
IWL
Ishares Tr Russell 200 ETF

ETFs
5.15K
+ 22.08%
$135.83 - $151.73 $700K - $782K
28.5K $3.92M
EQAL
Invesco ETF

ETFs
11.4K
+ 245.34%
$46.28 - $50.51 $529K - $577K
16.1K $760K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14.6K
+ 3.27%
$24.79 - $25.26 $362K - $369K
461K $11.7M
CIEN
Ciena Corp

Technology
10.6K
+ 224.17%
$60.43 - $98.18 $640K - $1.04M
15.3K $924K
FE
Firstenergy Corp

Utilities
12.5K
+ 42.53%
$37.95 - $43.5 $474K - $543K
41.8K $1.69M
EMLP
First Tr Exchange Traded Iv

ETFs
905
+ 0.34%
$35.79 - $38.28 $32.4K - $34.6K
266K $9.97M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
41.9K
+ 19.6%
$11.24 - $11.73 $471K - $492K
256K $2.91M
XLP
Consumer Staples Sector Spdr

ETFs
6.51K
+ 4.67%
N/A
146K $11.1M
DMAR
First Tr Ex Tr Viii Cboe Vest
15.7K
+ 7.68%
$36.82 - $39.1 $579K - $615K
221K $8.31M
IBHE
Ishares Ibonds 2025 Term High

ETFs
20.6K
+ 112.0%
$23.16 - $23.32 $478K - $481K
39K $907K
PFFA
Etfis Ser Tr I

ETFs
25.5K
+ 26.24%
$21.21 - $22.3 $541K - $569K
123K $2.6M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
15.1K
+ 87.77%
$32.13 - $33.82 $485K - $511K
32.3K $1.05M
HTAB
Hartford Fds Exchange Traded

ETFs
25.1K
+ 66.83%
$18.95 - $19.6 $476K - $493K
62.7K $1.2M
ROP
Roper Technologies Inc

Industrials
116
+ 2.02%
$502.71 - $593.81 $58.3K - $68.9K
5.87K $3.46M
CVRX
Cv Rx, Inc.

Healthcare
38.9K
+ 242.74%
$11.05 - $18.4 $429K - $715K
54.9K $670K
STWD
Starwood Property Trust, Inc.

Real Estate
13.2K
+ 5.26%
$18.41 - $20.53 $243K - $271K
264K $5.22M
TSCO
Tractor Supply CO

Consumer Cyclical
2.46K
+ 1.53%
$51.66 - $57.94 $127K - $143K
164K $9.03M
BJAN
Innovator U.S. Equity Buffer E

ETFs
11.1K
+ 28.25%
$46.03 - $49.45 $509K - $547K
50.2K $2.34M
FLMI
Franklin Dynamic Municipal Bon

ETFs
19K
+ 50.11%
$24.22 - $24.86 $459K - $472K
56.8K $1.39M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.76K
+ 1.0%
$73.78 - $76.59 $130K - $135K
178K $13.6M
EMB
Ishares Tr

ETFs
4.37K
+ 11.85%
$88.64 - $92.03 $387K - $402K
41.2K $3.73M
RWX
Spdr Dow Jones International R

ETFs
16K
+ 42.91%
$22.39 - $24.7 $358K - $395K
53.2K $1.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.73K
+ 2.76%
$156.61 - $168.02 $583K - $626K
139K $22.3M
GNL
Global Net Lease, Inc.

Real Estate
3.61K
+ 0.67%
$6.91 - $8.26 $24.9K - $29.8K
539K $4.33M
LEN
Lennar Corp

Consumer Cyclical
6.88K
+ 40.66%
$113.93 - $141.54 $783K - $973K
23.8K $2.73M
TBUX
T Rowe Price Exchange Traded F

ETFs
8.53K
+ 204.9%
$49.57 - $49.82 $423K - $425K
12.7K $630K
DEW
Wisdomtree Tr Global High Divi

ETFs
6.86K
+ 72.97%
$51.48 - $56.43 $353K - $387K
16.3K $912K
SIVR
Abrdn Silver ETF Trust

ETFs
11.8K
+ 152.95%
$28.07 - $32.82 $330K - $386K
19.4K $632K
IYG
Ishares Tr

ETFs
5.24K
+ 61.99%
$74.6 - $84.81 $391K - $444K
13.7K $1.08M
COPX
Global X Copper Miners ETF

ETFs
10.2K
+ 146.63%
$37.72 - $43.32 $385K - $443K
17.2K $671K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.5K
+ 19.87%
$25.44 - $25.58 $393K - $396K
93.3K $2.38M
IYK
Ishares U.S. Consumer Staples

ETFs
3.98K
+ 21.89%
$63.29 - $71.8 $252K - $286K
22.2K $1.59M
DHS
Wisdomtree Tr U.S

ETFs
3.16K
+ 22.8%
$91.55 - $99.74 $289K - $315K
17K $1.69M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
9.15K
+ 61.75%
$34.52 - $39.32 $316K - $360K
24K $910K
ACGL
Arch Capital Group Ltd.

Financial Services
3.61K
+ 32.51%
$88.13 - $96.94 $318K - $350K
14.7K $1.42M
NET
Cloudflare, Inc.

Technology
2.36K
+ 9.65%
$110.71 - $176.5 $261K - $416K
26.8K $3.02M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
14.3K
+ 34.88%
$29.41 - $31.79 $420K - $454K
55.2K $1.65M
Activity Summary
Buys All Purchases 1274 New Holdings 285 Increased Positions 989 Sells All Sells 1417 Reductions 1417 Sold out 0 Options Calls 4 Puts 1
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