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
AFLG
First Tr Exchange Traded Fd Vi
11.5K
+ 8.38%
N/A
148K $0
First Tr Exchng Traded Fd Vi
5.2K
New
N/A
5.2K $0
First Tr Exchng Traded Fd Vi
3.5K
+ 14.48%
N/A
27.7K $0
FLQH
Franklin Templeton Libertyq In

ETFs
41.5K
+ 10.18%
N/A
450K $0
Ge Vernova Inc
907
+ 12.07%
N/A
8.42K $0
Global X Fds
4.92K
New
N/A
4.92K $0
Global X Fds
907
+ 9.09%
N/A
10.9K $0
Global X Fds
18.9K
+ 67.9%
N/A
46.8K $0
Goldman Sachs ETF Tr
8.51K
New
N/A
8.51K $0
Grayscale Ethereum Mini Tr E
8.68K
New
N/A
8.68K $0
Tidal Trust Iii
14K
New
N/A
14K $0
Innovator Etfs Trust
65.5K
New
N/A
65.5K $0
Innovator Etfs Trust
32K
New
N/A
32K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
2.36K
+ 5.24%
N/A
47.4K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 3.48%
N/A
34.8K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
15.1K
+ 36.46%
N/A
56.7K $0
Invesco Exch Trd Slf Idx Fd
12.7K
+ 30.64%
N/A
54.1K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13K
+ 26.75%
N/A
61.6K $0
ILCG
Ishares Morningstar Growth ETF
2
+ 0.02%
N/A
11.2K $0
BYLD
Ishares Tr Yield Optimized Bd
58.3K
+ 216.88%
N/A
85.1K $0
Ishares Tr
12.4K
New
N/A
12.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
47.7K
+ 24.96%
N/A
239K $0
Ishares Bitcoin Trust ETF
1.49K
+ 4.01%
N/A
38.6K $0
Ishares Tr
10.8K
New
N/A
10.8K $0
JGRO
J P Morgan Exchange Traded Fd
5.99K
+ 15.88%
N/A
43.7K $0
J P Morgan Exchange Traded F
67.1K
+ 36.29%
N/A
252K $0
J P Morgan Exchange Traded F
3.46K
New
N/A
3.46K $0
Jacobs Solutions Inc
101
+ 2.39%
N/A
4.32K $0
Kenvue Inc
17K
+ 34.77%
N/A
66K $0
Kodiak Gas Svcs Inc
2.79K
+ 14.35%
N/A
22.2K $0
Labcorp Holdings Inc
679
+ 19.64%
N/A
4.14K $0
Listed Fds Tr
4.77K
New
N/A
4.77K $0
Mfs Active Exchange Traded F
966K
New
N/A
966K $0
Microstrategy Inc
172
+ 2.39%
N/A
7.37K $0
Morgan Stanley ETF Trust
11.6K
New
N/A
11.6K $0
Morgan Stanley ETF Trust
1.94K
+ 24.65%
N/A
9.83K $0
Nextracker Inc
6.61K
New
N/A
6.61K $0
Outfront Media Inc
14.7K
+ 55.97%
N/A
40.8K $0
Pgim ETF Tr
235K
+ 89.57%
N/A
498K $0
Pacer Fds Tr
2.2K
+ 2.11%
N/A
107K $0
Pgim Rock ETF Tr
17K
New
N/A
17K $0
Pgim Rock ETF Tr
38.1K
New
N/A
38.1K $0
Pgim Rock ETF Tr
15.6K
New
N/A
15.6K $0
Pimco ETF Tr
16.9K
+ 86.06%
N/A
36.5K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
33.9K
+ 17.21%
N/A
231K $0
Rocket Lab Corp
6.82K
New
N/A
6.82K $0
Neos ETF Trust
2.36K
+ 26.19%
N/A
11.4K $0
TUA
Simpl Exch Traded Fds Sht Term
27.3K
+ 90.28%
N/A
57.5K $0
Solventum Corp
259
+ 2.83%
N/A
9.42K $0
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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