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
Super Micro Computer Inc
22.8K
+ 67.04%
N/A
56.8K $0
Tko Group Holdings Inc
27
+ 1.46%
N/A
1.88K $0
T Rowe Price ETF Inc
16.1K
New
N/A
16.1K $0
Tempus Ai Inc
3.47K
New
N/A
3.47K $0
Thomson Reuters Corp
1.46K
+ 16.99%
N/A
10.1K $0
Tidal Tr Ii
263
+ 2.46%
N/A
11K $0
Tidal Tr Ii
11.6K
New
N/A
11.6K $0
Tidal Trust I
113K
+ 54.33%
N/A
321K $0
2023 ETF Series Trust Ii
268
+ 2.03%
N/A
13.5K $0
Two Hbrs Invt Corp
1.12K
+ 8.01%
N/A
15.1K $0
Vanguard Instl Index Fd
20.8K
New
N/A
20.8K $0
Vanguard Mun Bd Fds
20
+ 0.5%
N/A
4.05K $0
Victory Portfolios Ii
13.7K
New
N/A
13.7K $0
Victory Portfolios Ii
2.85K
+ 25.51%
N/A
14K $0
Linde PLC
2.32K
+ 12.02%
N/A
21.6K $0
NAT
Nordic American Tankers LTD

Industrials
74
+ 0.5%
N/A
14.8K $58K
Te Connectivity PLC
510
+ 11.4%
N/A
4.98K $0
Oculis Holding Ag
2.91K
+ 23.65%
N/A
15.2K $0
Parazero Technologies LTD
10K
New
N/A
10K $0
Pagaya Technologies LTD
6K
+ 49.62%
N/A
18.1K $0
Nebius Group N.V.
6.55K
New
N/A
6.55K $0
T1 Energy Inc
9.1K
+ 64.54%
N/A
23.2K $0
Kartoon Studios Inc.
2.55K
+ 15.84%
N/A
18.7K $0
OESX
Orion Energy Systems, Inc.

Industrials
2K
+ 11.11%
$0.56 - $0.78 $1.12K - $1.56K
20K $12K
FFWM
First Foundation Inc.

Financial Services
132
+ 0.67%
$4.61 - $5.42 $609 - $715
20K $101K
GBIO
Generation Bio Co.

Healthcare
5K
+ 9.62%
$0.32 - $0.45 $1.6K - $2.25K
57K $18K
VCV
Invesco California Value Municipal Income Trust

Financial Services
264
+ 1.21%
$9.66 - $10.94 $2.55K - $2.89K
22K $228K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
63
+ 0.63%
$10.78 - $11.57 $679 - $729
10.1K $114K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
162
+ 1.53%
$9.83 - $10.92 $1.59K - $1.77K
10.8K $111K
OMC
Omnicom Group Inc.

Communication Services
480
+ 14.08%
$69.22 - $79.77 $33.2K - $38.3K
3.89K $279K
PR
Permian Resources Corporation

Energy
13
+ 0.1%
$10.36 - $14.93 $135 - $194
12.6K $171K
VMO
Invesco Municipal Opportunity Trust

Financial Services
102
+ 0.59%
$9.0 - $9.58 $918 - $977
17.3K $158K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
259
+ 1.05%
$11.34 - $12.35 $2.94K - $3.2K
24.9K $296K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.07K
+ 9.34%
$21.06 - $24.14 $22.5K - $25.8K
12.5K $267K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.76K
+ 2.51%
$13.96 - $16.51 $24.5K - $29K
71.8K $1.17M
BFLY
Butterfly Network, Inc.

Healthcare
500
+ 1.98%
$1.96 - $2.63 $980 - $1.32K
25.8K $51K
DUK
Duke Energy Corp

Utilities
2.35K
+ 3.29%
$112.46 - $124.05 $264K - $291K
73.8K $8.7M
ELV
Elevance Health, Inc.

Healthcare
771
+ 11.56%
$372.27 - $452.69 $287K - $349K
7.44K $2.9M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
33
+ 0.24%
$9.75 - $10.96 $322 - $362
13.9K $143K
UBFO
United Security Bancshares

Financial Services
555
+ 1.51%
$7.56 - $9.34 $4.2K - $5.18K
37.3K $322K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
420
+ 1.58%
$6.54 - $7.1 $2.75K - $2.98K
27K $177K
BCE
Bce Inc

Communication Services
71
+ 0.47%
$20.87 - $22.95 $1.48K - $1.63K
15.2K $338K
DVY
Ishares Tr

ETFs
12
+ 0.16%
$118.37 - $134.86 $1.42K - $1.62K
7.75K $1.03M
TLRY
Tilray Brands, Inc.

Healthcare
6.19K
+ 12.05%
$0.36 - $0.65 $2.23K - $4.02K
57.6K $23K
PFG
Principal Financial Group Inc

Financial Services
663
+ 5.1%
$69.56 - $86.19 $46.1K - $57.1K
13.7K $1.09M
BHK
Blackrock Core Bond Trust

Financial Services
103
+ 0.76%
$9.5 - $11.0 $979 - $1.13K
13.7K $133K
CION
Cion Investment Corp

Financial Services
227
+ 1.03%
$8.68 - $10.48 $1.97K - $2.38K
22.2K $212K
CDC
Victory Portfolios Ii Shs Inco

ETFs
35
+ 0.39%
$58.28 - $65.68 $2.04K - $2.3K
9.12K $581K
WCN
Waste Connections, Inc.

Industrials
22
+ 0.89%
$183.26 - $199.95 $4.03K - $4.4K
2.49K $465K
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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