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
HYLS
First Tr Tactical High Yield L

ETFs
6.36K
+ 19.04%
$39.8 - $41.84 $253K - $266K
39.8K $1.66M
NLOK
Norton Life Lock Inc.

Technology
13.5K
New
N/A
13.5K $290K
CVLT
Commvault Systems Inc

Technology
1.65K
New
$139.35 - $190.99 $230K - $315K
1.65K $287K
CCL
Carnival Corp

Consumer Cyclical
3.61K
+ 16.74%
$16.43 - $28.12 $59.2K - $101K
25.1K $706K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
346
+ 6.94%
$201.28 - $266.34 $69.6K - $92.2K
5.33K $1.42M
MP
Mp Materials Corp.

Basic Materials
8.56K
New
$18.77 - $37.74 $161K - $323K
8.56K $284K
OKE
Oneok Inc

Energy
11.4K
+ 30.92%
$78.71 - $100.37 $897K - $1.14M
48.3K $3.94M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
8.55K
New
$27.24 - $33.15 $233K - $283K
8.55K $281K
BOTZ
Global X Fds

ETFs
5.98K
+ 30.89%
$24.51 - $32.65 $147K - $195K
25.3K $827K
AM
Antero Midstream Corp

Energy
11.8K
+ 21.3%
$15.88 - $18.99 $188K - $224K
67.3K $1.28M
CHTR
Charter Communications, Inc.

Communication Services
663
New
$321.68 - $427.25 $213K - $283K
663 $271K
CCI
Crown Castle International Corp

Real Estate
3.16K
+ 8.83%
$94.83 - $107.06 $300K - $338K
38.9K $4M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.56K
New
$36.36 - $41.4 $238K - $271K
6.56K $271K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
17.2K
+ 91.31%
$13.46 - $16.77 $231K - $288K
36K $577K
XPND
First Tr Exchange Traded Fd Vi
8.02K
New
$25.1 - $33.68 $201K - $270K
8.02K $270K
IRM
Iron Mountain Inc

Real Estate
290
+ 1.99%
$76.93 - $105.25 $22.3K - $30.5K
14.8K $1.52M
DWM
Wisdomtree Tr

ETFs
4.25K
New
$52.06 - $63.91 $221K - $272K
4.25K $270K
EPD
Enterprise Products Partners L.P.

Energy
18.1K
+ 19.29%
$28.95 - $34.22 $524K - $620K
112K $3.47M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
6.72K
New
$28.9 - $40.98 $194K - $275K
6.72K $268K
DKNG
Draft Kings Inc.

Consumer Cyclical
848
+ 3.57%
$31.67 - $42.89 $26.9K - $36.4K
24.6K $1.06M
MEAR
Blackrock Short Maturity Munic

ETFs
5.33K
New
$49.74 - $50.27 $265K - $268K
5.33K $267K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
12.1K
New
$20.19 - $23.59 $244K - $285K
12.1K $266K
TRP
Tc Energy Corp

Energy
4.97K
+ 34.04%
$44.48 - $51.4 $221K - $255K
19.6K $954K
CBSH
Commerce Bancshares Inc

Financial Services
4.26K
+ 30.56%
$55.42 - $65.63 $236K - $280K
18.2K $1.13M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
5.48K
+ 10.87%
$26.82 - $30.48 $147K - $167K
55.9K $1.7M
CHK
Chesapeake Energy Corp

Energy
3.07K
New
N/A
3.07K $263K
FLR
Fluor Corp

Industrials
1.33K
+ 10.52%
$30.86 - $51.42 $40.9K - $68.1K
13.9K $713K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
17.6K
New
$13.74 - $15.66 $242K - $276K
17.6K $262K
LYFT
Lyft, Inc.

Technology
16.7K
New
$9.97 - $17.21 $166K - $287K
16.7K $262K
INFY
Infosys LTD

Technology
13.2K
+ 22.89%
$16.14 - $18.75 $213K - $247K
70.8K $1.31M
IXG
Ishares Global Fin'L ETF

ETFs
2.36K
New
$90.79 - $110.82 $214K - $262K
2.36K $261K
OPFI
Opp Fi Inc.

Technology
9.21K
+ 32.81%
$7.92 - $14.61 $72.9K - $135K
37.3K $521K
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
7.93K
New
$27.54 - $33.32 $218K - $264K
7.93K $258K
BR
Broadridge Financial Solutions, Inc.

Technology
992
+ 3.33%
$217.22 - $246.25 $215K - $244K
30.8K $7.48M
IWV
Ishares Russell 3000 ETF

ETFs
533
+ 25.51%
$281.67 - $351.0 $150K - $187K
2.62K $920K
USTB
Victory Portfolios Ii Victorys

ETFs
5.08K
New
$50.21 - $50.82 $255K - $258K
5.08K $257K
IOT
Samsara Inc.

Technology
6.44K
New
$33.46 - $47.74 $215K - $307K
6.44K $256K
SMG
Scotts Miracle Gro CO

Basic Materials
3.87K
New
$48.21 - $66.48 $187K - $257K
3.87K $255K
KIM
Kimco Realty Corp

Real Estate
11.9K
New
$18.7 - $21.69 $223K - $259K
11.9K $250K
CGUS
Capital Group Core Equity ETF
4.13K
+ 15.06%
$29.93 - $36.93 $124K - $152K
31.5K $1.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.95K
New
$50.08 - $63.14 $198K - $249K
3.95K $249K
AEP
American Electric Power CO Inc

Utilities
4.84K
+ 10.46%
$98.59 - $109.11 $477K - $528K
51.1K $5.3M
FNDX
Schwab Fundamental U S Large C

ETFs
10.1K
New
$20.84 - $24.54 $211K - $249K
10.1K $248K
RKT
Rocket Companies, Inc.

Financial Services
13.6K
+ 52.8%
$11.11 - $15.4 $151K - $209K
39.2K $556K
HUBB
Hubbell Inc

Industrials
604
New
$315.94 - $408.41 $191K - $247K
604 $246K
MCO
Moodys Corp

Financial Services
1
+ 0.01%
$396.7 - $501.59 $397 - $502
6.8K $3.41M
XLU
Utilities Sector Spdr

ETFs
1.42K
+ 3.07%
$73.09 - $82.77 $103K - $117K
47.5K $3.88M
AFRM
Affirm Holdings, Inc.

Technology
1.49K
+ 25.37%
$35.75 - $69.14 $53.3K - $103K
7.37K $509K
URI
United Rentals, Inc.

Industrials
33
+ 1.92%
$551.94 - $753.4 $18.2K - $24.9K
1.75K $1.32M
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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