Kestra Advisory Services, LLC Sells in Q2 2025

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-995
- 7.11%
$22.28 - $27.57 $22.2K - $27.4K
13K $358K
IYM
Ishares Tr

ETFs
-15
- 0.38%
$116.16 - $140.01 $1.74K - $2.1K
3.92K $548K
ASX
Ase Technology Holding Co., Ltd.

Technology
-567
- 3.55%
$7.42 - $10.65 $4.21K - $6.04K
15.4K $159K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-273
- 6.76%
$90.58 - $109.05 $24.7K - $29.8K
3.77K $410K
SF
Stifel Financial Corp

Financial Services
-23
- 0.91%
$76.49 - $103.78 $1.76K - $2.39K
2.49K $258K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
-610
- 3.03%
$27.12 - $31.85 $16.5K - $19.4K
19.5K $620K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-364
- 8.02%
$103.49 - $133.44 $37.7K - $48.6K
4.17K $549K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-58
- 1.03%
$35.79 - $44.67 $2.08K - $2.59K
5.59K $249K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-567
- 6.17%
$59.98 - $74.92 $34K - $42.5K
8.62K $641K
SNV
Synovus Financial Corp

Financial Services
-1.29K
- 7.14%
$38.27 - $51.75 $49.4K - $66.8K
16.8K $868K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
-744
- 3.81%
$16.83 - $20.38 $12.5K - $15.2K
18.8K $383K
VAL
Valaris LTD

Energy
-46
- 0.48%
$28.94 - $46.88 $1.33K - $2.16K
9.55K $401K
UNTY
Unity Bancorp Inc

Financial Services
-197
- 3.6%
$38.73 - $47.19 $7.63K - $9.3K
5.27K $248K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.92K
- 1.17%
$15.52 - $17.13 $29.8K - $32.9K
162K $2.77M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-365
- 3.15%
$36.45 - $42.47 $13.3K - $15.5K
11.2K $472K
ROL
Rollins Inc

Consumer Cyclical
-357
- 1.76%
$50.65 - $58.58 $18.1K - $20.9K
20K $1.13M
RING
Ishares Inc Msci Global Gold M

ETFs
-43
- 0.75%
$34.72 - $45.62 $1.49K - $1.96K
5.73K $250K
ISCG
Ishares Morningstar Small Cap

ETFs
-152
- 1.88%
$39.44 - $49.76 $5.99K - $7.56K
7.93K $394K
FDEV
Fidelity International Multifa

ETFs
-44
- 0.41%
$26.86 - $32.58 $1.18K - $1.43K
10.6K $344K
HDB
Hdfc Bank LTD

Financial Services
-1.34K
- 10.17%
$63.78 - $77.48 $85.2K - $104K
11.8K $904K
LI
Li Auto Inc.

Consumer Cyclical
-42
- 0.24%
$19.79 - $30.15 $831 - $1.27K
17.5K $473K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-69
- 0.31%
$69.8 - $85.28 $4.82K - $5.88K
22.2K $1.84M
TRU
Trans Union

Industrials
-51
- 0.66%
$69.26 - $91.89 $3.53K - $4.69K
7.73K $680K
XYL
Xylem Inc.

Industrials
-619
- 5.35%
$102.86 - $129.5 $63.7K - $80.2K
10.9K $1.42M
HLI
Houlihan Lokey, Inc.

Financial Services
-155
- 4.42%
$141.59 - $182.75 $21.9K - $28.3K
3.36K $603K
ITT
Itt Inc.

Industrials
-98
- 5.04%
$112.67 - $157.95 $11K - $15.5K
1.85K $289K
CET
Central Securities Corp

Financial Services
-172
- 1.04%
$40.74 - $47.86 $7.01K - $8.23K
16.4K $783K
CNI
Canadian National Railway CO

Industrials
-67
- 0.94%
$92.66 - $108.13 $6.21K - $7.24K
7.08K $736K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-11
- 0.72%
$140.37 - $177.56 $1.54K - $1.95K
1.51K $259K
QS
Quantum Scape Corp

Consumer Cyclical
-3.53K
- 14.15%
$3.47 - $7.65 $12.3K - $27K
21.4K $144K
BWA
Borgwarner Inc

Consumer Cyclical
-1.03K
- 6.62%
$24.84 - $33.92 $25.6K - $34.9K
14.5K $486K
LYV
Live Nation Entertainment, Inc.

Communication Services
-139
- 4.46%
$118.81 - $151.28 $16.5K - $21K
2.98K $450K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-149
- 2.45%
$102.11 - $124.82 $15.2K - $18.6K
5.93K $740K
AWI
Armstrong World Industries Inc

Industrials
-22
- 0.95%
$126.1 - $163.12 $2.77K - $3.59K
2.3K $372K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-48
- 0.52%
$46.22 - $57.51 $2.22K - $2.76K
9.16K $525K
IMO
Imperial Oil LTD

Energy
-2
- 0.03%
$60.22 - $81.91 $120 - $164
6.71K $533K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.26K
- 2.67%
$95.74 - $115.54 $120K - $145K
45.7K $5.23M
VRSK
Verisk Analytics, Inc.

Industrials
-61
- 1.2%
$277.03 - $321.33 $16.9K - $19.6K
5.04K $1.57M
SJNK
Spdr Bloomberg Short Term High

ETFs
-773
- 0.35%
$24.12 - $25.48 $18.6K - $19.7K
223K $5.69M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.97K
- 2.6%
$22.63 - $26.95 $44.6K - $53.1K
73.9K $1.99M
TXT
Textron Inc

Industrials
-21
- 0.31%
$60.72 - $80.34 $1.28K - $1.69K
6.77K $543K
SE
Sea LTD

Consumer Cyclical
-1.39K
- 14.89%
$105.57 - $170.4 $147K - $237K
7.96K $1.27M
EL
Estee Lauder Companies Inc

Consumer Defensive
-263
- 5.2%
$50.06 - $80.8 $13.2K - $21.3K
4.8K $387K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-200
- 0.62%
$30.9 - $34.31 $6.18K - $6.86K
32.1K $1.1M
DTM
Dt Midstream, Inc.

Energy
-237
- 3.89%
$87.23 - $109.91 $20.7K - $26K
5.85K $642K
PDP
Invesco Exchange Traded Fd Tr

ETFs
-407
- 3.39%
$89.44 - $108.59 $36.4K - $44.2K
11.6K $1.26M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-398
- 0.99%
$19.51 - $23.9 $7.76K - $9.51K
39.6K $946K
SWKS
Skyworks Solutions, Inc.

Technology
-54
- 0.82%
$49.2 - $74.95 $2.66K - $4.05K
6.5K $484K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-865
- 4.11%
$37.93 - $47.69 $32.8K - $41.3K
20.2K $961K
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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