Kestra Private Wealth Services, LLC Purchases in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPT
Camden Property Trust

Real Estate
1.95K
+ 64.97%
$106.53 - $122.8 $208K - $239K
4.95K $557K
VICI
Vici Properties Inc.

Real Estate
5.78K
+ 12.82%
$29.41 - $32.97 $170K - $191K
50.8K $1.66M
TD
Toronto Dominion Bank

Financial Services
1.19K
+ 16.36%
$55.71 - $73.45 $66.4K - $87.5K
8.47K $622K
SIL
Global X Silver Miners ETF

ETFs
2.25K
+ 25.8%
$33.97 - $49.02 $76.6K - $110K
11K $529K
UNP
Union Pacific Corp

Industrials
2.12K
+ 4.31%
$208.27 - $238.46 $440K - $504K
51.2K $11.8M
CLF
Cleveland Cliffs Inc.

Basic Materials
35.2K
+ 25.55%
$5.83 - $8.88 $205K - $312K
173K $1.31M
SPG
Simon Property Group Inc

Real Estate
1.64K
+ 10.47%
$140.37 - $171.44 $231K - $282K
17.3K $2.79M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.59K
+ 4.8%
$54.27 - $63.01 $86K - $99.9K
34.6K $2.17M
IBHG
Ishares Tr Ibonds 2027 Term Hi
7.22K
+ 9.05%
$21.56 - $22.54 $156K - $163K
87.1K $1.96M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.28K
+ 2.38%
$34.67 - $41.47 $44.5K - $53.2K
55.2K $2.29M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
868
+ 16.51%
$421.16 - $509.5 $366K - $442K
6.13K $2.73M
ABCB
Ameris Bancorp

Financial Services
1.22K
+ 8.84%
$50.69 - $64.92 $61.7K - $79.1K
15K $970K
CVS
Cvs Health Corp

Healthcare
1.89K
+ 4.94%
$60.04 - $70.18 $113K - $133K
40.2K $2.77M
IBN
Icici Bank LTD

Financial Services
4.6K
+ 52.72%
$30.16 - $34.39 $139K - $158K
13.3K $448K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13
+ 0.02%
$70.7 - $82.14 $919 - $1.07K
61.9K $5.09M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
4.04K
+ 27.05%
$34.58 - $38.82 $140K - $157K
19K $737K
VT
Vanguard Total World Stk Index

ETFs
838
+ 16.47%
$103.16 - $128.52 $86.4K - $108K
5.93K $761K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.32K
+ 4.95%
$46.04 - $53.67 $60.5K - $70.6K
27.9K $1.5M
PHYS
Sprott Physical Gold Trust

Financial Services
4.05K
+ 7.75%
$22.82 - $26.29 $92.4K - $106K
56.3K $1.43M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.39K
+ 6.95%
$73.19 - $85.21 $101K - $118K
21.3K $1.82M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.3K
New
$12.71 - $14.52 $156K - $178K
12.3K $170K
FIS
Fidelity National Information Services, Inc.

Technology
1.28K
+ 13.17%
$68.14 - $82.13 $87.3K - $105K
11K $895K
ACHR
Archer Aviation Inc.

Industrials
9.59K
+ 56.35%
$6.2 - $13.3 $59.5K - $128K
26.6K $288K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.9K
New
$11.9 - $15.57 $129K - $169K
10.9K $167K
IYH
Ishares Tr

ETFs
4.12K
+ 27.5%
$53.97 - $60.17 $222K - $248K
19.1K $1.08M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.11K
New
N/A
4.11K $166K
IWB
Ishares Tr Russell 1000 ETF

ETFs
140
+ 3.89%
$272.36 - $339.57 $38.1K - $47.5K
3.74K $1.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.77K
+ 27.19%
$97.29 - $105.63 $172K - $187K
8.28K $840K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.58K
+ 9.79%
$58.63 - $59.9 $151K - $154K
28.9K $1.73M
ROKU
Roku, Inc

Communication Services
443
+ 6.16%
$55.1 - $87.89 $24.4K - $38.9K
7.63K $670K
DAL
Delta Air Lines, Inc.

Industrials
404
+ 1.6%
$35.88 - $52.99 $14.5K - $21.4K
25.6K $1.26M
INDA
Ishares Msci India Index Fund

ETFs
413
+ 1.26%
$49.13 - $55.86 $20.3K - $23.1K
33.3K $1.85M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
7.74K
+ 17.23%
$17.99 - $18.99 $139K - $147K
52.7K $1M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.89K
+ 2.45%
$22.63 - $26.95 $42.8K - $51K
79K $2.13M
FXH
First Tr Exchange Trd Fd Healt

ETFs
1.53K
+ 64.29%
$93.63 - $103.68 $143K - $158K
3.9K $404K
EL
Estee Lauder Companies Inc

Consumer Defensive
1.29K
+ 36.38%
$50.06 - $80.8 $64.7K - $104K
4.84K $391K
NRZ
New Residential Investment Corp.

Real Estate
21.7K
New
N/A
21.7K $157K
IBMO
Ishares Tr Ibonds December 202

ETFs
5.96K
+ 10.88%
$25.32 - $25.63 $151K - $153K
60.7K $1.56M
MPWR
Monolithic Power Systems Inc

Technology
26
+ 2.9%
$455.19 - $737.73 $11.8K - $19.2K
923 $675K
PPG
Ppg Industries Inc

Basic Materials
805
+ 5.7%
$91.66 - $115.04 $73.8K - $92.6K
14.9K $1.7M
HTGC
Hercules Capital, Inc.

Financial Services
13K
+ 14.26%
$16.24 - $19.1 $210K - $247K
104K $1.9M
KR
Kroger CO

Consumer Defensive
1.05K
+ 5.45%
$64.62 - $74.0 $67.8K - $77.6K
20.3K $1.45M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
174
+ 0.27%
$28.28 - $34.34 $4.92K - $5.98K
64.3K $2.18M
ECC
Eagle Point Credit CO Inc.

Financial Services
23.9K
+ 32.95%
$6.94 - $8.31 $166K - $199K
96.6K $739K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.55K
+ 6.3%
$54.44 - $62.8 $84.2K - $97.1K
26.1K $1.64M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.92K
+ 14.0%
$47.89 - $48.65 $140K - $142K
23.8K $1.16M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
2.5K
+ 43.58%
$42.44 - $50.03 $106K - $125K
8.24K $412K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.5K
+ 35.19%
$22.3 - $22.57 $145K - $147K
25K $561K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.9K
+ 18.4%
$45.89 - $47.6 $133K - $138K
18.7K $889K
Activity Summary
Buys All Purchases 1001 New Holdings 187 Increased Positions 814 Sells All Sells 542 Reductions 542 Sold out 0 Options Calls 6 Puts 0
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