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
PWR
Quanta Services, Inc.

Industrials
942
+ 6.29%
$239.47 - $381.26 $226K - $359K
15.9K $6.02M
IGM
Ishares Expanded Tech Sector E

ETFs
13K
+ 38.15%
$79.8 - $112.34 $1.04M - $1.47M
47.2K $5.31M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
44.5K
+ 51.8%
$39.94 - $44.64 $1.78M - $1.99M
130K $5.82M
FDLO
Fidelity Covington Tr Low Vola

ETFs
23.6K
+ 7.32%
$54.44 - $62.8 $1.29M - $1.48M
346K $21.7M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
43.8K
+ 33.1%
$49.82 - $50.25 $2.18M - $2.2M
176K $8.81M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
45.8K
+ 17.54%
$23.95 - $29.34 $1.1M - $1.34M
307K $9.01M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
57.1K
+ 123.03%
$35.3 - $37.51 $2.02M - $2.14M
104K $3.89M
PJUN
Innovator U.S. Equity Power Bu

ETFs
45.8K
+ 36.41%
$34.48 - $39.76 $1.58M - $1.82M
172K $6.83M
BMAR
Innovator U.S. Equity Buffer E

ETFs
41.8K
+ 125.76%
$41.56 - $49.04 $1.74M - $2.05M
75K $3.68M
JD
Jd.Com, Inc.

Consumer Cyclical
67.7K
+ 1106.57%
$31.44 - $41.32 $2.13M - $2.8M
73.9K $2.41M
TJX
Tjx Companies Inc

Consumer Cyclical
16.4K
+ 22.08%
$119.13 - $135.03 $1.95M - $2.21M
90.6K $11.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
88.2K
+ 19.68%
$22.7 - $23.33 $2M - $2.06M
537K $12.5M
PKW
Invesco Exchange Traded Fd Tr

ETFs
16K
+ 115.78%
$98.58 - $123.6 $1.58M - $1.98M
29.8K $3.69M
ITA
Ishares Tr

ETFs
2.02K
+ 4.12%
$135.31 - $188.64 $273K - $381K
51.1K $9.64M
SCHW
Schwab Charles Corp

Financial Services
974
+ 0.62%
$69.06 - $91.24 $67.3K - $88.9K
157K $14.3M
V
Visa Inc.

Financial Services
3.39K
+ 1.73%
$308.27 - $373.31 $1.04M - $1.27M
200K $70.8M
ABT
Abbott Laboratories

Healthcare
11.1K
+ 6.44%
$123.95 - $138.08 $1.38M - $1.53M
184K $25M
EEM
Ishares Msci Emerging Markets

ETFs
27.3K
+ 16.64%
$38.52 - $48.28 $1.05M - $1.32M
191K $9.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.89K
+ 6.39%
$468.22 - $566.51 $886K - $1.07M
31.5K $17.9M
AVUV
American Centy ETF Tr Avantis

ETFs
19.1K
+ 25.36%
$75.17 - $91.21 $1.44M - $1.74M
94.4K $8.6M
WMB
Williams Companies, Inc.

Energy
21.4K
+ 9.48%
$54.33 - $62.87 $1.16M - $1.35M
247K $15.5M
DOV
Dover Corp

Industrials
8.81K
+ 15.89%
$151.14 - $186.7 $1.33M - $1.64M
64.2K $11.8M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
79.8K
+ 13.87%
$25.04 - $25.18 $2M - $2.01M
655K $16.5M
PWB
Invesco Exchange Traded Fd Tr

ETFs
356
+ 0.39%
$86.24 - $117.44 $30.7K - $41.8K
90.5K $10.6M
WFC
Wells Fargo & Company

Financial Services
8.01K
+ 5.03%
$60.98 - $80.12 $488K - $641K
167K $13.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
177K
+ 78.01%
$10.78 - $11.28 $1.91M - $2M
405K $4.51M
INTU
Intuit Inc

Technology
192
+ 1.85%
$544.07 - $787.63 $104K - $151K
10.6K $8.32M
PULS
Pgim ETF Tr

ETFs
39.1K
+ 48.99%
$49.39 - $49.76 $1.93M - $1.95M
119K $5.92M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
39.5K
+ 17.96%
$45.68 - $47.4 $1.81M - $1.87M
260K $12.3M
SKYY
First Trust Cloud Computing Et

ETFs
6.09K
+ 9.81%
$89.46 - $121.64 $545K - $741K
68.2K $8.29M
XAR
Spdr S&P Aerospace & Defense E

ETFs
4.87K
+ 26.79%
$144.94 - $210.94 $706K - $1.03M
23.1K $4.86M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
30.4K
+ 16.24%
$39.23 - $45.02 $1.19M - $1.37M
218K $9.79M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
9.16K
+ 5.13%
$35.12 - $48.24 $322K - $442K
188K $9.06M
BOTZ
Global X Fds

ETFs
15.6K
+ 4.67%
$24.51 - $32.65 $382K - $509K
349K $11.4M
NYF
Ishares New York Muni Bond ETF

ETFs
36.5K
+ 607.63%
$51.29 - $53.06 $1.87M - $1.93M
42.5K $2.21M
SNY
Sanofi

Healthcare
42.2K
+ 213.2%
$47.62 - $55.44 $2.01M - $2.34M
62K $3M
HD
Home Depot, Inc.

Consumer Cyclical
5.08K
+ 3.64%
$335.24 - $380.78 $1.7M - $1.93M
145K $53M
NDAQ
Nasdaq, Inc.

Financial Services
16K
+ 48.0%
$66.4 - $89.42 $1.06M - $1.43M
49.3K $4.41M
F
Ford Motor CO

Consumer Cyclical
125K
+ 19.51%
$8.69 - $10.85 $1.09M - $1.35M
765K $8.3M
SGOL
Abrdn Gold ETF Trust

ETFs
28.3K
+ 4.95%
$28.39 - $32.75 $803K - $927K
600K $18.9M
JHML
John Hancock Multifactor Large

ETFs
4.18K
+ 1.58%
$59.74 - $73.35 $249K - $306K
269K $19.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
21.6K
+ 88.32%
$62.73 - $78.42 $1.36M - $1.7M
46.1K $3.57M
RECS
Columbia ETF Tr I

ETFs
39.4K
+ 36.98%
$29.4 - $36.79 $1.16M - $1.45M
146K $5.37M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
41.3K
+ 66.98%
$32.86 - $40.05 $1.36M - $1.65M
103K $4.09M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
311K
+ 157.12%
$5.09 - $5.8 $1.58M - $1.8M
509K $2.95M
KEY
Keycorp

Financial Services
26.8K
+ 2.9%
$13.23 - $17.42 $355K - $468K
952K $16.6M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
41.5K
+ 44.51%
$33.11 - $37.79 $1.37M - $1.57M
135K $5.09M
IXN
Ishares Global Information Tec

ETFs
12K
+ 31.13%
$65.81 - $92.34 $789K - $1.11M
50.5K $4.66M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
45.8K
+ 26.17%
$24.1 - $28.87 $1.1M - $1.32M
221K $6.38M
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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