Kestra Advisory Services, LLC New Holdings in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
12.7K
New
$9.7 - $10.52 $123K - $134K
12.7K $125K
VFC
V F Corp

Consumer Cyclical
10.6K
New
$9.74 - $16.39 $103K - $174K
10.6K $124K
MFA
Mfa Financial, Inc.

Real Estate
12.7K
New
$8.17 - $10.35 $103K - $131K
12.7K $119K
PML
Pimco Municipal Income Fund Ii

Financial Services
16K
New
$7.29 - $8.14 $117K - $130K
16K $119K
NEP
Nextera Energy Partners, LP

Utilities
12.2K
New
N/A
12.2K $110K
VKQ
Invesco Municipal Trust

Financial Services
11.2K
New
$9.02 - $9.76 $101K - $109K
11.2K $102K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
10.4K
New
$8.0 - $9.55 $83.2K - $99.3K
10.4K $98K
EVF
Eaton Vance Senior Income Trust

Financial Services
16.7K
New
$5.15 - $5.81 $85.9K - $96.9K
16.7K $94K
JRS
Nuveen Real Estate Income Fund

Financial Services
11.7K
New
$6.92 - $8.3 $80.7K - $96.8K
11.7K $90K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13.4K
New
$2.39 - $6.79 $31.9K - $90.6K
13.4K $90K
CODI
Compass Diversified Holdings

Industrials
10.1K
New
$6.0 - $18.81 $60.4K - $189K
10.1K $63K
NOTV
Inotiv, Inc.

Healthcare
33.4K
New
$1.41 - $3.01 $47.1K - $101K
33.4K $60K
AKBA
Akebia Therapeutics, Inc.

Healthcare
16.5K
New
$1.55 - $3.97 $25.5K - $65.4K
16.5K $59K
BRY
Berry Corp (Bry)

Energy
21.3K
New
$2.17 - $3.3 $46.1K - $70.2K
21.3K $58K
SVM
Silvercorp Metals Inc

Basic Materials
12.7K
New
$3.22 - $4.43 $40.7K - $56.1K
12.7K $53K
ACRE
Ares Commercial Real Estate Corp

Real Estate
10.9K
New
$3.5 - $5.07 $38K - $55K
10.9K $51K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
50K
New
$0.26 - $1.35 $13K - $67.5K
50K $48K
NGL
Ngl Energy Partners LP

Energy
10.5K
New
$2.8 - $4.76 $29.3K - $49.8K
10.5K $44K
WIT
Wipro LTD

Technology
14.3K
New
$2.7 - $3.09 $38.7K - $44.3K
14.3K $43K
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
10.6K
New
$2.38 - $2.74 $25.1K - $28.9K
10.6K $26K
BFLY
Butterfly Network, Inc.

Healthcare
12K
New
$1.96 - $2.63 $23.5K - $31.5K
12K $23K
GPRO
Go Pro, Inc.

Technology
28.5K
New
$0.48 - $0.91 $13.7K - $25.9K
28.5K $21K
MAPS
Wm Technology, Inc.

Technology
13.4K
New
$0.88 - $1.29 $11.8K - $17.2K
13.4K $12K
SGMO
Sangamo Therapeutics, Inc

Healthcare
14.6K
New
$0.43 - $0.81 $6.3K - $11.9K
14.6K $7K
Coinbase Global Inc
3.44K
New
N/A
3.44K $0
Siriusxm Holdings Inc
10.9K
New
N/A
10.9K $0
Capital Group Equity ETF Tr
12.6K
New
N/A
12.6K $0
Ssga Active Tr
35.2K
New
N/A
35.2K $0
Strategy Shs
68.9K
New
N/A
68.9K $0
Capital Group Global Equity
39.6K
New
N/A
39.6K $0
Sofi Technologies Inc
48.6K
New
N/A
48.6K $0
Capital Group New Geography
13.2K
New
N/A
13.2K $0
Easterly Govt Pptys Inc
64.9K
New
N/A
64.9K $0
Ea Series Trust
10.4K
New
N/A
10.4K $0
Coreweave Inc
10.7K
New
N/A
10.7K $0
Goldman Sachs ETF Tr
24.8K
New
N/A
24.8K $0
Smartstop Self Storag Reit I
18.3K
New
N/A
18.3K $0
UTES
Virtus Reaves Utilities ETF
10.7K
New
N/A
10.7K $0
Cohen & Steers ETF Trust
40.3K
New
N/A
40.3K $0
SHOC
Ea Ser Tr Strive U S Semicondu
4.51K
New
N/A
4.51K $0
Circle Internet Group Inc
2K
New
N/A
2K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.05K
New
N/A
5.05K $0
Bny Mellon ETF Trust Ii
36.5K
New
N/A
36.5K $0
Aim ETF Products Trust
10.2K
New
N/A
10.2K $0
Vanguard Malvern Fds
5.83K
New
N/A
5.83K $0
Aim ETF Products Trust
12.5K
New
N/A
12.5K $0
Aim ETF Products Trust
7.4K
New
N/A
7.4K $0
Venture Global Inc
20.2K
New
N/A
20.2K $0
Victory Portfolios Ii
9.5K
New
N/A
9.5K $0
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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