Kestra Private Wealth Services, LLC Purchases in Q1 2025

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
26.4K
New
N/A
26.4K $0
Abacus Global Mgmt Inc
1.1K
+ 7.07%
N/A
16.7K $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
15.2K
New
N/A
15.2K $0
Pgim ETF Tr
50.3K
+ 23.69%
N/A
263K $0
Gsk PLC
5.97K
+ 45.45%
N/A
19.1K $0
Pimco ETF Tr
19.6K
New
N/A
19.6K $0
Community West Bancshares Ne
119
+ 0.5%
N/A
24K $0
Fidelity Wise Origin Bitcoin
8.36K
+ 10.99%
N/A
84.4K $0
Pagaya Technologies LTD
12.1K
New
N/A
12.1K $0
Pacer Fds Tr
96.4K
+ 1204.06%
N/A
104K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
1.39K
+ 3.18%
N/A
45K $0
NEEPRR
Nextera Energy Inc Corporate U
500
+ 1.13%
N/A
44.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
2.88K
+ 5.24%
N/A
57.9K $0
Fidelity Greenwood Street Tr
279
+ 1.16%
N/A
24.3K $0
Pgim Rock ETF Tr
9.01K
New
N/A
9.01K $0
First Tr Exchange Traded Fd
199
+ 0.9%
N/A
22.3K $0
Federated Hermes ETF Trust
9.61K
+ 21.76%
N/A
53.8K $0
Morgan Stanley ETF Trust
493
+ 6.67%
N/A
7.88K $0
Neos ETF Trust
9.03K
New
N/A
9.03K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
6.11K
+ 22.19%
N/A
33.7K $0
Spdr Ser Tr
17K
+ 16.76%
N/A
119K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
197K
New
N/A
197K $0
Proshares Tr
9.31K
New
N/A
9.31K $0
Oculis Holding Ag
12.3K
New
N/A
12.3K $0
Kodiak Gas Svcs Inc
780
+ 4.19%
N/A
19.4K $0
Invesco Exch Trd Slf Idx Fd
41.4K
New
N/A
41.4K $0
Kenvue Inc
1.56K
+ 3.29%
N/A
48.9K $0
AFLG
First Tr Exchange Traded Fd Vi
137K
New
N/A
137K $0
Aegon LTD
600
+ 2.87%
N/A
21.5K $0
SPDV
ETF Ser Solutions Aam S&P 500
4.67K
+ 34.76%
N/A
18.1K $0
Fidelity Covington Trust
8.54K
New
N/A
8.54K $0
First Tr Exchng Traded Fd Vi
21.4K
New
N/A
21.4K $0
First Tr Exchng Traded Fd Vi
2.94K
+ 22.22%
N/A
16.2K $0
First Tr Exchng Traded Fd Vi
87
+ 0.54%
N/A
16.2K $0
Outfront Media Inc
26.2K
New
N/A
26.2K $0
Labcorp Holdings Inc
401
+ 13.12%
N/A
3.46K $0
Microstrategy Inc
7.2K
New
N/A
7.2K $0
First Tr Exchng Traded Fd Vi
4.3K
+ 46.89%
N/A
13.5K $0
First Tr Exchng Traded Fd Vi
1.33K
+ 22.64%
N/A
7.21K $0
FJAN
First Exc Trd Viii Cboe Vest U
3.3K
+ 24.57%
N/A
16.7K $0
RL
Ralph Lauren Corp

Consumer Cyclical
42
+ 4.19%
$215.68 - $286.74 $9.06K - $12K
1.05K $230K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
22
+ 0.17%
$11.13 - $11.61 $245 - $255
12.7K $141K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
15
+ 0.05%
$48.29 - $51.95 $724 - $779
29.1K $1.44M
NRDY
Nerdy Inc.

Technology
600
+ 3.85%
$1.42 - $1.97 $852 - $1.18K
16.2K $23K
FTSL
First Trust Senior Ln Fund

ETFs
86
+ 0.92%
$45.65 - $46.48 $3.93K - $4K
9.46K $431K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
1.27K
+ 8.94%
$17.74 - $21.48 $22.5K - $27.2K
15.4K $274K
YLD
Principal Exchange Traded Fds

ETFs
119
+ 0.31%
$19.03 - $19.51 $2.26K - $2.32K
38.2K $727K
AVB
Avalonbay Communities Inc

Real Estate
28
+ 1.68%
$207.86 - $228.08 $5.82K - $6.39K
1.69K $362K
STT
State Street Corp

Financial Services
414
+ 8.8%
$84.47 - $102.23 $35K - $42.3K
5.12K $458K
Activity Summary
Buys All Purchases 982 New Holdings 164 Increased Positions 818 Sells All Sells 453 Reductions 453 Sold out 0 Options Calls 2 Puts 1
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