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
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
12.4K
+ 3.74%
$31.29 - $38.89 $389K - $483K
345K $13.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.8K
+ 14.34%
$77.74 - $78.78 $1.61M - $1.64M
166K $13M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
33.1K
+ 21.46%
$35.35 - $42.68 $1.17M - $1.41M
187K $7.97M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14.2K
+ 10.63%
$105.23 - $109.61 $1.49M - $1.55M
147K $16.2M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
68.1K
+ 157.0%
$23.32 - $24.45 $1.59M - $1.66M
111K $2.72M
ARCC
Ares Capital Corp

Financial Services
79K
+ 25.09%
$18.91 - $22.43 $1.49M - $1.77M
394K $8.64M
SO
Southern CO

Utilities
18.5K
+ 7.25%
$84.91 - $92.56 $1.57M - $1.71M
274K $25.1M
DG
Dollar General Corp

Consumer Defensive
1.2K
+ 2.09%
$86.02 - $114.95 $103K - $138K
58.7K $6.71M
NOCT
Innovator Growth 100 Power Buf

ETFs
28.2K
+ 115.37%
$46.13 - $54.5 $1.3M - $1.54M
52.7K $2.87M
FIVA
Fidelity Covington Tr

ETFs
51.1K
+ 90.19%
$23.66 - $29.55 $1.21M - $1.51M
108K $3.16M
IONQ
Ion Q, Inc.

Technology
9.52K
+ 16.44%
$20.68 - $48.04 $197K - $457K
67.4K $2.9M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.09K
+ 6.29%
$376.48 - $440.65 $786K - $920K
35.2K $15.5M
IXUS
Ishares Tr

ETFs
11.2K
+ 11.4%
$62.37 - $77.63 $699K - $870K
109K $8.46M
MUB
Ishares National Muni Bond ETF

ETFs
16.9K
+ 8.3%
$102.31 - $105.8 $1.73M - $1.79M
221K $23.1M
HWM
Howmet Aerospace Inc.

Industrials
2.28K
+ 11.31%
$112.33 - $186.13 $256K - $425K
22.5K $4.18M
AXON
Axon Enterprise, Inc.

Industrials
810
+ 27.41%
$497.13 - $827.94 $403K - $671K
3.77K $3.12M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
56.3K
+ 78.22%
$25.27 - $27.14 $1.42M - $1.53M
128K $3.48M
IRM
Iron Mountain Inc

Real Estate
917
+ 1.04%
$76.93 - $105.25 $70.5K - $96.5K
88.9K $9.12M
HBAN
Huntington Bancshares Inc

Financial Services
26.1K
+ 4.15%
$12.49 - $16.76 $327K - $438K
655K $11M
VOOV
Vanguard S&P 500 Value ETF

ETFs
7.38K
+ 22.86%
$162.65 - $188.71 $1.2M - $1.39M
39.7K $7.49M
IYC
Ishares U.S. Consumer Discreti

ETFs
15K
+ 403.12%
$79.19 - $99.64 $1.19M - $1.49M
18.7K $1.86M
MELI
Mercadolibre Inc

Consumer Cyclical
103
+ 5.4%
$1794.73 - $2613.63 $185K - $269K
2.01K $5.26M
IYF
Ishares Tr

ETFs
1.57K
+ 0.96%
$99.23 - $120.99 $156K - $190K
166K $20.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.27K
+ 2.2%
$149.76 - $186.42 $340K - $423K
105K $19.6M
STX
Seagate Technology Holdings PLC

Technology
871
+ 3.72%
$66.54 - $144.33 $58K - $126K
24.3K $3.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
59.4K
+ 51.95%
$25.48 - $27.78 $1.51M - $1.65M
174K $4.62M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
28.8K
+ 48.49%
$49.57 - $50.27 $1.43M - $1.45M
88.2K $4.43M
PFF
Ishares Trust Ishares Pfd And

ETFs
48.3K
+ 10.88%
$29.0 - $30.68 $1.4M - $1.48M
492K $15.1M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
74.1K
+ 45.83%
$18.21 - $18.97 $1.35M - $1.41M
236K $4.48M
SPOT
Spotify Technology S.A.

Communication Services
414
+ 7.98%
$503.3 - $775.9 $208K - $321K
5.6K $4.3M
JHMM
John Hancock Multifactor Mid C

ETFs
16.8K
+ 15.57%
$50.32 - $61.13 $845K - $1.03M
125K $7.62M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
21.2K
+ 66.63%
$49.55 - $60.46 $1.05M - $1.28M
53.1K $3.16M
SHW
Sherwin Williams CO

Basic Materials
4.42K
+ 22.47%
$313.51 - $363.51 $1.39M - $1.61M
24.1K $8.28M
SII
Sprott Inc.

Financial Services
15.3K
+ 108.75%
$39.51 - $69.09 $605K - $1.06M
29.4K $2.03M
DNL
Wiswisdomtree Tr

ETFs
24.6K
+ 27.55%
$32.16 - $40.27 $790K - $989K
114K $4.58M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.61K
+ 2.41%
$32.66 - $40.75 $216K - $269K
281K $11.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.5K
+ 9.14%
$48.13 - $49.85 $1.56M - $1.62M
388K $19M
CELH
Celsius Holdings, Inc.

Consumer Defensive
19.6K
+ 45.29%
$33.89 - $46.39 $666K - $911K
63K $2.92M
DWM
Wisdomtree Tr

ETFs
12.7K
+ 12.08%
$52.06 - $63.91 $661K - $811K
118K $7.49M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
20.9K
+ 25.19%
$42.44 - $50.03 $889K - $1.05M
104K $5.21M
NJUL
Innovator Growth 100 Power Buf

Technology
16.7K
+ 60.52%
$56.05 - $68.06 $934K - $1.13M
44.2K $3.01M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
96.8K
+ 20.54%
$13.96 - $16.51 $1.35M - $1.6M
568K $9.25M
FDIS
Fidelity Covington Tr Msci Con

ETFs
6.78K
+ 9.19%
$75.33 - $94.56 $511K - $641K
80.6K $7.58M
PMAR
Innovator U.S. Equity Power Bu

ETFs
21.4K
+ 11.48%
$37.18 - $42.23 $795K - $903K
208K $8.77M
IDEV
Ishares Core Msci Intl Develop

ETFs
13.2K
+ 28.61%
$61.79 - $76.67 $814K - $1.01M
59.2K $4.5M
JHMB
John Hancock Exchange Traded

ETFs
61.2K
+ 13.28%
$21.45 - $22.26 $1.31M - $1.36M
522K $11.4M
FTCS
First Trust Capital Strength E

ETFs
8.82K
+ 2.11%
$81.6 - $92.39 $719K - $815K
427K $38.8M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
29.5K
+ 29.28%
$32.77 - $38.72 $965K - $1.14M
130K $5.03M
QJUN
First Tr ETF
16.8K
+ 6.57%
$24.35 - $29.57 $408K - $496K
272K $8.04M
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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