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
INSM
Insmed Inc

Healthcare
-27
- 1.0%
$64.81 - $105.9 $1.75K - $2.86K
2.67K $268K
AYI
Acuity Brands Inc

Industrials
-315
- 7.05%
$223.31 - $304.18 $70.3K - $95.8K
4.15K $1.24M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-584
- 1.53%
$36.26 - $40.45 $21.2K - $23.6K
37.5K $1.52M
FOUR
Shift4 Payments, Inc.

Technology
-894
- 10.05%
$72.5 - $99.11 $64.8K - $88.6K
8.01K $793K
EXEL
Exelixis, Inc.

Healthcare
-1.38K
- 7.66%
$34.13 - $46.26 $47.2K - $63.9K
16.7K $734K
CDW
Cdw Corp

Technology
-339
- 4.8%
$144.49 - $190.68 $49K - $64.6K
6.72K $1.2M
CMI
Cummins Inc

Industrials
-2.06K
- 3.89%
$267.12 - $336.65 $551K - $694K
51K $16.7M
GDV
Gabelli Dividend & Income Trust

Financial Services
-791
- 1.64%
$21.11 - $26.01 $16.7K - $20.6K
47.6K $1.24M
ZBRA
Zebra Technologies Corp

Technology
-14
- 0.48%
$213.54 - $309.26 $2.99K - $4.33K
2.92K $898K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-15
- 0.58%
$140.43 - $189.36 $2.11K - $2.84K
2.56K $483K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-30
- 0.21%
$54.81 - $67.78 $1.64K - $2.03K
14.4K $974K
MNST
Monster Beverage Corp

Consumer Defensive
-529
- 1.98%
$55.01 - $64.24 $29.1K - $34K
26.2K $1.64M
IFRA
Ishares Tr

ETFs
-4.62K
- 6.26%
$40.97 - $49.19 $189K - $227K
69.1K $3.4M
GWRE
Guidewire Software, Inc.

Technology
-30
- 1.67%
$172.73 - $257.37 $5.18K - $7.72K
1.77K $415K
FFIV
F5, Inc.

Technology
-7
- 0.23%
$239.25 - $295.9 $1.67K - $2.07K
3.04K $893K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-164
- 0.52%
$33.13 - $40.67 $5.43K - $6.67K
31.6K $1.28M
OPRA
Opera LTD

Communication Services
-749
- 2.26%
$13.79 - $19.1 $10.3K - $14.3K
32.4K $611K
CTRE
Care Trust Reit, Inc.

Real Estate
-145
- 0.33%
$26.65 - $30.69 $3.86K - $4.45K
43.9K $1.34M
DT
Dynatrace, Inc.

Technology
-113
- 0.94%
$41.21 - $55.9 $4.66K - $6.32K
11.9K $654K
GWW
W.W. Grainger, Inc.

Industrials
-28
- 1.21%
$919.93 - $1101.66 $25.8K - $30.8K
2.28K $2.37M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-953
- 3.38%
$71.86 - $82.66 $68.5K - $78.8K
27.3K $2.25M
BSY
Bentley Systems Inc

Technology
-310
- 4.12%
$38.62 - $53.97 $12K - $16.7K
7.22K $389K
IYJ
Ishares Tr

ETFs
-195
- 1.95%
$115.07 - $142.31 $22.4K - $27.8K
9.8K $1.39M
MTB
M&T Bank Corp

Financial Services
-130
- 1.65%
$156.58 - $193.99 $20.4K - $25.2K
7.76K $1.5M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-275
- 0.73%
$15.84 - $20.94 $4.36K - $5.76K
37.5K $784K
FCLD
Fidelity Covington Tr Cloud CO
-21
- 0.1%
$20.0 - $28.42 $420 - $597
21K $595K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
-635
- 0.71%
$43.45 - $49.4 $27.6K - $31.4K
88.4K $4.37M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-59
- 0.8%
$44.23 - $62.66 $2.61K - $3.7K
7.3K $457K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-4.92K
- 6.16%
$24.21 - $29.58 $119K - $146K
75K $2.22M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.97K
- 2.94%
$36.35 - $41.07 $71.8K - $81.1K
65.1K $2.67M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-71
- 1.46%
$79.91 - $109.54 $5.67K - $7.78K
4.79K $524K
CPA
Copa Holdings, S.A.

Industrials
-2.43K
- 11.26%
$83.12 - $109.97 $202K - $267K
19.1K $2.1M
RL
Ralph Lauren Corp

Consumer Cyclical
-39
- 1.73%
$182.34 - $286.22 $7.11K - $11.2K
2.22K $608K
FSLR
First Solar, Inc.

Technology
-369
- 8.33%
$120.38 - $192.98 $44.4K - $71.2K
4.06K $671K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-1.97K
- 9.44%
$62.05 - $80.65 $122K - $159K
18.9K $1.51M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.14K
- 2.77%
$32.11 - $38.21 $165K - $196K
181K $6.86M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-622
- 1.16%
$38.86 - $45.19 $24.2K - $28.1K
52.8K $2.39M
RJF
Raymond James Financial Inc

Financial Services
-167
- 1.66%
$123.65 - $153.88 $20.6K - $25.7K
9.87K $1.51M
SYF
Synchrony Financial

Financial Services
-203
- 2.06%
$43.81 - $66.74 $8.89K - $13.5K
9.65K $643K
BWXT
Bwx Technologies, Inc.

Industrials
-35
- 1.24%
$89.24 - $144.06 $3.12K - $5.04K
2.79K $402K
FYC
First Trust Small Cap Growth A

ETFs
-672
- 3.91%
$61.01 - $79.58 $41K - $53.5K
16.5K $1.31M
NTR
Nutrien Ltd.

Basic Materials
-228
- 1.35%
$46.88 - $62.89 $10.7K - $14.3K
16.7K $973K
JBL
Jabil Inc

Technology
-152
- 7.55%
$116.88 - $218.1 $17.8K - $33.2K
1.86K $405K
SAP
Sap Se

Technology
-530
- 6.37%
$237.53 - $309.8 $126K - $164K
7.79K $2.37M
APG
A Pi Group Corp

Industrials
-1.35K
- 9.89%
$32.2 - $51.23 $43.6K - $69.3K
12.3K $629K
GM
General Motors CO

Consumer Cyclical
-1.73K
- 1.66%
$42.48 - $50.46 $73.3K - $87.1K
102K $5.02M
DXCM
Dexcom Inc

Healthcare
-492
- 5.0%
$59.83 - $87.57 $29.4K - $43.1K
9.34K $815K
IREN
Iris Energy LTD

Financial Services
-6.73K
- 23.47%
$5.3 - $14.57 $35.7K - $98.1K
22K $319K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-717
- 2.52%
$50.1 - $63.16 $35.9K - $45.3K
27.7K $1.75M
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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