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
ILCV
Ishares Morningstar Value ETF

ETFs
3
+ 0.03%
$72.16 - $83.39 $216 - $250
8.9K $742K
EVRG
Evergy, Inc.

Utilities
243
+ 5.33%
$64.06 - $69.64 $15.6K - $16.9K
4.81K $331K
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 0.22%
$109.83 - $131.67 $1.21K - $1.45K
5K $634K
IYE
Ishares Tr

ETFs
1.18K
+ 13.28%
$40.36 - $49.67 $47.4K - $58.4K
10K $453K
KIND
Nextdoor Holdings, Inc.

Communication Services
10.4K
New
$1.36 - $1.66 $14.1K - $17.2K
10.4K $17K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
39
+ 0.36%
$23.19 - $25.35 $904 - $989
10.8K $274K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.27K
+ 7.46%
$7.6 - $8.89 $9.66K - $11.3K
18.3K $162K
LNC
Lincoln National Corp

Financial Services
794
+ 9.62%
$28.95 - $37.27 $23K - $29.6K
9.05K $312K
AGNC
Agnc Investment Corp.

Real Estate
4.6K
+ 6.66%
$8.12 - $9.49 $37.4K - $43.7K
73.7K $677K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
110
+ 0.58%
$20.46 - $21.89 $2.25K - $2.41K
19K $416K
NEAR
Blackrock Short Maturity Bond

ETFs
277
+ 4.31%
$50.41 - $51.17 $14K - $14.2K
6.71K $342K
PAA
Plains All American Pipeline LP

Energy
1.99K
+ 15.75%
$16.03 - $20.28 $31.8K - $40.3K
14.6K $267K
CQP
Cheniere Energy Partners, L.P.

Energy
803
+ 24.67%
$54.61 - $68.04 $43.9K - $54.6K
4.06K $227K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
166
+ 1.19%
$12.03 - $14.44 $2K - $2.4K
14.1K $203K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
22K
New
$0.39 - $0.69 $8.58K - $15.2K
22K $13K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
504
+ 1.46%
$48.46 - $50.2 $24.4K - $25.3K
35K $1.74M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.4K
+ 11.02%
$10.29 - $11.24 $14.4K - $15.7K
14.1K $153K
CLNE
Clean Energy Fuels Corp.

Energy
2.23K
+ 15.03%
$1.32 - $2.08 $2.94K - $4.63K
17K $33K
BRW
Saba Capital Income & Opportunities Fund

Financial Services
590
+ 3.14%
$7.0 - $8.06 $4.13K - $4.76K
19.4K $156K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
887
+ 7.86%
$11.02 - $12.48 $9.77K - $11.1K
12.2K $151K
EXC
Exelon Corp

Utilities
1.15K
+ 7.63%
$42.2 - $47.37 $48.3K - $54.2K
16.2K $701K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
241
+ 1.48%
$14.37 - $16.29 $3.46K - $3.93K
16.5K $269K
GAB
Gabelli Equity Trust Inc

Financial Services
196
+ 0.7%
$4.97 - $5.87 $974 - $1.15K
28K $163K
LUMN
Lumen Technologies, Inc.

Communication Services
21
+ 0.1%
$3.07 - $4.51 $64.5 - $94.7
20.1K $88K
SSP
E.W. Scripps CO

Communication Services
4K
+ 5.74%
$1.93 - $3.12 $7.72K - $12.5K
73.6K $216K
GPN
Global Payments Inc

Industrials
1.02K
+ 25.2%
$67.47 - $99.6 $68.8K - $102K
5.07K $405K
FISV
Fiserv Inc

Technology
62
+ 0.79%
N/A
7.95K $995K
IAUX
I 80 Gold Corp.
14.8K
New
$0.49 - $0.72 $7.25K - $10.7K
14.8K $8K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
10K
New
$0.54 - $0.87 $5.41K - $8.71K
10K $7K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
221
+ 1.01%
$50.34 - $51.86 $11.1K - $11.5K
22.1K $1.14M
SIGI
Selective Insurance Group Inc

Financial Services
210
+ 9.6%
$82.37 - $92.83 $17.3K - $19.5K
2.4K $207K
CLOV
Clover Health Investments, Corp.

Healthcare
6K
+ 44.36%
$2.74 - $3.77 $16.4K - $22.6K
19.5K $54K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
617
+ 3.9%
$14.83 - $16.07 $9.15K - $9.92K
16.4K $259K
DEO
Diageo PLC

Consumer Defensive
267
+ 5.0%
$99.86 - $115.75 $26.7K - $30.9K
5.61K $565K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
118
+ 0.71%
$22.43 - $23.23 $2.65K - $2.74K
16.8K $390K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
52
+ 0.56%
$46.47 - $47.67 $2.42K - $2.48K
9.37K $446K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
721
+ 1.43%
$10.51 - $11.34 $7.58K - $8.18K
51.1K $570K
STLD
Steel Dynamics Inc

Basic Materials
51
+ 2.17%
N/A
2.4K $235K
WOLF
Wolfspeed, Inc.

Technology
14.1K
New
$0.4 - $4.46 $5.65K - $63K
14.1K $5K
AAL
American Airlines Group Inc.

Industrials
410
+ 3.67%
N/A
11.6K $127K
TBUX
T Rowe Price Exchange Traded F

ETFs
67
+ 1.12%
$49.52 - $49.9 $3.32K - $3.34K
6.07K $302K
EXR
Extra Space Storage Inc.

Real Estate
39
+ 1.79%
$126.61 - $152.99 $4.94K - $5.97K
2.22K $327K
REIT
Alps ETF Tr

ETFs
1.14K
+ 4.12%
$24.01 - $27.44 $27.4K - $31.3K
28.9K $759K
TIP
Ishares Tr Tips Bd ETF

ETFs
117
+ 1.11%
$107.93 - $110.97 $12.6K - $13K
10.6K $1.17M
NOK
Nokia Corp

Technology
1.06K
+ 3.52%
$4.65 - $5.43 $4.92K - $5.74K
31.1K $160K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
54
+ 0.11%
$5.09 - $5.8 $275 - $313
51.3K $297K
AR
Antero Resources Corp

Energy
70
+ 0.65%
$31.92 - $43.78 $2.23K - $3.06K
10.9K $439K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1.81K
+ 3.64%
$15.44 - $16.72 $27.9K - $30.2K
51.5K $830K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.31K
+ 5.93%
$19.2 - $22.42 $25.2K - $29.5K
23.5K $473K
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email