Kestra Private Wealth Services, LLC Incresed Positions in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
278
+ 4.25%
$112.02 - $129.0 $31.1K - $35.9K
6.81K $861K
YLD
Principal Exchange Traded Fds

ETFs
643
+ 1.68%
$18.16 - $19.37 $11.7K - $12.5K
38.8K $752K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
875
+ 5.02%
$11.71 - $13.88 $10.2K - $12.1K
18.3K $253K
VGI
Virtus Global Multi Sector Income Fund

Financial Services
2.85K
+ 18.06%
$7.12 - $7.84 $20.3K - $22.3K
18.6K $146K
SPH
Suburban Propane Partners LP

Utilities
2.68K
+ 25.92%
$17.75 - $21.62 $47.6K - $58K
13K $241K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
326
+ 4.28%
$29.61 - $35.32 $9.65K - $11.5K
7.95K $257K
BIDU
Baidu, Inc.

Communication Services
781
+ 11.0%
$76.86 - $92.5 $60K - $72.2K
7.88K $675K
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.03%
$71.86 - $82.66 $71.9 - $82.7
3.52K $291K
QDIV
Global X Funds S&P 500 Quality

ETFs
936
+ 12.99%
$30.56 - $35.14 $28.6K - $32.9K
8.14K $275K
ESTC
Elastic N.V.

Technology
379
+ 16.58%
$73.36 - $94.17 $27.8K - $35.7K
2.67K $224K
FTSD
Franklin ETF Tr Liberty Short

ETFs
234
+ 8.23%
$90.19 - $91.19 $21.1K - $21.3K
3.08K $279K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.02K
+ 9.38%
$32.56 - $35.71 $33.2K - $36.4K
11.9K $393K
JHML
John Hancock Multifactor Large

ETFs
17
+ 0.51%
$59.74 - $73.35 $1.02K - $1.25K
3.35K $245K
WSM
Williams Sonoma Inc

Consumer Cyclical
50
+ 2.48%
$137.62 - $174.44 $6.88K - $8.72K
2.06K $337K
ILCV
Ishares Morningstar Value ETF

ETFs
3
+ 0.03%
$72.16 - $83.39 $216 - $250
8.9K $742K
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
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
39
+ 0.36%
$23.19 - $25.35 $904 - $989
10.8K $274K
EVRG
Evergy, Inc.

Utilities
243
+ 5.33%
$64.06 - $69.64 $15.6K - $16.9K
4.81K $331K
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
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.07K
+ 9.02%
$9.25 - $10.26 $9.93K - $11K
13K $133K
AGNC
Agnc Investment Corp.

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

Financial Services
110
+ 0.58%
$20.46 - $21.89 $2.25K - $2.41K
19K $416K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
166
+ 1.19%
$12.03 - $14.44 $2K - $2.4K
14.1K $203K
CQP
Cheniere Energy Partners, L.P.

Energy
803
+ 24.67%
$54.61 - $68.04 $43.9K - $54.6K
4.06K $227K
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
BRW
Saba Capital Income & Opportunities Fund

Financial Services
590
+ 3.14%
$7.0 - $8.06 $4.13K - $4.76K
19.4K $156K
CLNE
Clean Energy Fuels Corp.

Energy
2.23K
+ 15.03%
$1.32 - $2.08 $2.94K - $4.63K
17K $33K
SSP
E.W. Scripps CO

Communication Services
4K
+ 5.74%
$1.93 - $3.12 $7.72K - $12.5K
73.6K $216K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
241
+ 1.48%
$14.37 - $16.29 $3.46K - $3.93K
16.5K $269K
LUMN
Lumen Technologies, Inc.

Communication Services
21
+ 0.1%
$3.07 - $4.51 $64.5 - $94.7
20.1K $88K
EXC
Exelon Corp

Utilities
1.15K
+ 7.63%
$42.2 - $47.37 $48.3K - $54.2K
16.2K $701K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
887
+ 7.86%
$11.02 - $12.48 $9.77K - $11.1K
12.2K $151K
GAB
Gabelli Equity Trust Inc

Financial Services
196
+ 0.7%
$4.97 - $5.87 $974 - $1.15K
28K $163K
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
SIGI
Selective Insurance Group Inc

Financial Services
210
+ 9.6%
$82.37 - $92.83 $17.3K - $19.5K
2.4K $207K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
221
+ 1.01%
$50.34 - $51.86 $11.1K - $11.5K
22.1K $1.14M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
617
+ 3.9%
$14.83 - $16.07 $9.15K - $9.92K
16.4K $259K
CLOV
Clover Health Investments, Corp.

Healthcare
6K
+ 44.36%
$2.74 - $3.77 $16.4K - $22.6K
19.5K $54K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
118
+ 0.71%
$22.43 - $23.23 $2.65K - $2.74K
16.8K $390K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
721
+ 1.43%
$10.51 - $11.34 $7.58K - $8.18K
51.1K $570K
DEO
Diageo PLC

Consumer Defensive
267
+ 5.0%
$99.86 - $115.75 $26.7K - $30.9K
5.61K $565K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
52
+ 0.56%
$46.47 - $47.67 $2.42K - $2.48K
9.37K $446K
STLD
Steel Dynamics Inc

Basic Materials
51
+ 2.17%
N/A
2.4K $235K
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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