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
TBUX
T Rowe Price Exchange Traded F

ETFs
67
+ 1.12%
$49.52 - $49.9 $3.32K - $3.34K
6.07K $302K
AAL
American Airlines Group Inc.

Industrials
410
+ 3.67%
N/A
11.6K $127K
EXR
Extra Space Storage Inc.

Real Estate
39
+ 1.79%
$126.61 - $152.99 $4.94K - $5.97K
2.22K $327K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
54
+ 0.11%
$5.09 - $5.8 $275 - $313
51.3K $297K
REIT
Alps ETF Tr

ETFs
1.14K
+ 4.12%
$24.01 - $27.44 $27.4K - $31.3K
28.9K $759K
NOK
Nokia Corp

Technology
1.06K
+ 3.52%
$4.65 - $5.43 $4.92K - $5.74K
31.1K $160K
TIP
Ishares Tr Tips Bd ETF

ETFs
117
+ 1.11%
$107.93 - $110.97 $12.6K - $13K
10.6K $1.17M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
1.31K
+ 5.93%
$19.2 - $22.42 $25.2K - $29.5K
23.5K $473K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
1.81K
+ 3.64%
$15.44 - $16.72 $27.9K - $30.2K
51.5K $830K
AR
Antero Resources Corp

Energy
70
+ 0.65%
$31.92 - $43.78 $2.23K - $3.06K
10.9K $439K
EIPX
First Tr Exc Trd Fd Iv Ft Ener
5.31K
+ 34.92%
N/A
20.5K $0
Ge Vernova Inc
907
+ 12.07%
N/A
8.42K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 3.48%
N/A
34.8K $0
First Tr Exchange Traded Fd
2.73K
+ 4.64%
N/A
61.6K $0
Victory Portfolios Ii
2.85K
+ 25.51%
N/A
14K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
15.1K
+ 36.46%
N/A
56.7K $0
Ark 21 Shares Bitcoin ETF
5.21K
+ 127.14%
N/A
9.32K $0
Arm Holdings PLC
2.25K
+ 44.11%
N/A
7.35K $0
T1 Energy Inc
9.1K
+ 64.54%
N/A
23.2K $0
Fidelity Covington Trust
2.88K
+ 33.75%
N/A
11.4K $0
Armour Residential Reit Inc
2.19K
+ 7.97%
N/A
29.7K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
2.36K
+ 5.24%
N/A
47.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.5K
+ 12.96%
N/A
65.4K $0
Pagaya Technologies LTD
6K
+ 49.62%
N/A
18.1K $0
Aegon LTD
7K
+ 32.56%
N/A
28.5K $0
Kartoon Studios Inc.
2.55K
+ 15.84%
N/A
18.7K $0
Global X Fds
18.9K
+ 67.9%
N/A
46.8K $0
FMIL
Fidelity Covington Tr New Mill
1.83K
+ 2.43%
N/A
77.3K $0
AFLG
First Tr Exchange Traded Fd Vi
11.5K
+ 8.38%
N/A
148K $0
Fidelity Covington Trust
6.05K
+ 37.93%
N/A
22K $0
UYLD
Angel Oak Fds Tr Ultrashort In
3.49K
+ 2.1%
N/A
170K $0
First Tr Exchng Traded Fd Vi
3.5K
+ 14.48%
N/A
27.7K $0
Fidelity Wise Origin Bitcoin
2.23K
+ 2.64%
N/A
86.6K $0
First Tr Exchng Traded Fd Vi
50
+ 0.18%
N/A
27.1K $0
Linde PLC
2.32K
+ 12.02%
N/A
21.6K $0
Global X Fds
907
+ 9.09%
N/A
10.9K $0
FLQH
Franklin Templeton Libertyq In

ETFs
41.5K
+ 10.18%
N/A
450K $0
Arista Networks Inc
7.76K
+ 8.02%
N/A
104K $0
Oculis Holding Ag
2.91K
+ 23.65%
N/A
15.2K $0
FTGS
First Tr Exchange Traded Fd Gr
8.73K
+ 5.1%
N/A
180K $0
Te Connectivity PLC
510
+ 11.4%
N/A
4.98K $0
First Tr Exchng Traded Fd Vi
75
+ 0.46%
N/A
16.3K $0
NAT
Nordic American Tankers LTD

Industrials
74
+ 0.5%
N/A
14.8K $58K
Vanguard Mun Bd Fds
20
+ 0.5%
N/A
4.05K $0
JGRO
J P Morgan Exchange Traded Fd
5.99K
+ 15.88%
N/A
43.7K $0
Capital Group Core Balanced
256K
+ 125.94%
N/A
460K $0
CGSD
Capital Grp Core Plus Income E
39.6K
+ 12.99%
N/A
345K $0
Blackrock ETF Trust Ii
8.21K
+ 7.05%
N/A
125K $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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