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
Ishares Bitcoin Trust ETF
1.49K
+ 4.01%
N/A
38.6K $0
Pgim ETF Tr
235K
+ 89.57%
N/A
498K $0
Kenvue Inc
17K
+ 34.77%
N/A
66K $0
Pacer Fds Tr
2.2K
+ 2.11%
N/A
107K $0
Grayscale Bitcoin Mini Tr Et
1.21K
+ 8.72%
N/A
15.1K $0
Super Micro Computer Inc
22.8K
+ 67.04%
N/A
56.8K $0
Morgan Stanley ETF Trust
1.94K
+ 24.65%
N/A
9.83K $0
TUA
Simpl Exch Traded Fds Sht Term
27.3K
+ 90.28%
N/A
57.5K $0
Jacobs Solutions Inc
101
+ 2.39%
N/A
4.32K $0
J P Morgan Exchange Traded F
67.1K
+ 36.29%
N/A
252K $0
Brookfield Corp
1.18K
+ 1.57%
N/A
76.2K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
47.7K
+ 24.96%
N/A
239K $0
Blackrock Inc
1.04K
+ 10.66%
N/A
10.8K $0
Microstrategy Inc
172
+ 2.39%
N/A
7.37K $0
BYLD
Ishares Tr Yield Optimized Bd
58.3K
+ 216.88%
N/A
85.1K $0
Neos ETF Trust
2.36K
+ 26.19%
N/A
11.4K $0
Brookfield Asset Managmt LTD
747
+ 10.99%
N/A
7.55K $0
Celestica Inc
3.49K
+ 29.63%
N/A
15.3K $0
Kodiak Gas Svcs Inc
2.79K
+ 14.35%
N/A
22.2K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
114
+ 0.62%
N/A
18.4K $0
Pimco ETF Tr
16.9K
+ 86.06%
N/A
36.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13K
+ 26.75%
N/A
61.6K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
33.9K
+ 17.21%
N/A
231K $0
Canadian Pacific Kansas City
431
+ 2.08%
N/A
21.2K $0
Invesco Exch Trd Slf Idx Fd
12.7K
+ 30.64%
N/A
54.1K $0
Tidal Trust I
113K
+ 54.33%
N/A
321K $0
Tidal Tr Ii
263
+ 2.46%
N/A
11K $0
2023 ETF Series Trust Ii
268
+ 2.03%
N/A
13.5K $0
Thomson Reuters Corp
1.46K
+ 16.99%
N/A
10.1K $0
Capital Group International
1.36K
+ 16.35%
N/A
9.69K $0
Tko Group Holdings Inc
27
+ 1.46%
N/A
1.88K $0
OESX
Orion Energy Systems, Inc.

Industrials
2K
+ 11.11%
$0.56 - $0.78 $1.12K - $1.56K
20K $12K
Labcorp Holdings Inc
679
+ 19.64%
N/A
4.14K $0
CGMU
Capital Group Core Plus Income
331K
+ 1242.24%
N/A
358K $0
ILCG
Ishares Morningstar Growth ETF
2
+ 0.02%
N/A
11.2K $0
Outfront Media Inc
14.7K
+ 55.97%
N/A
40.8K $0
Two Hbrs Invt Corp
1.12K
+ 8.01%
N/A
15.1K $0
FFWM
First Foundation Inc.

Financial Services
132
+ 0.67%
$4.61 - $5.42 $609 - $715
20K $101K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
63
+ 0.63%
$10.78 - $11.57 $679 - $729
10.1K $114K
VCV
Invesco California Value Municipal Income Trust

Financial Services
264
+ 1.21%
$9.66 - $10.94 $2.55K - $2.89K
22K $228K
GBIO
Generation Bio Co.

Healthcare
5K
+ 9.62%
$0.32 - $0.45 $1.6K - $2.25K
57K $18K
PR
Permian Resources Corporation

Energy
13
+ 0.1%
$10.36 - $14.93 $135 - $194
12.6K $171K
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
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.76K
+ 2.51%
$13.96 - $16.51 $24.5K - $29K
71.8K $1.17M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.07K
+ 9.34%
$21.06 - $24.14 $22.5K - $25.8K
12.5K $267K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
259
+ 1.05%
$11.34 - $12.35 $2.94K - $3.2K
24.9K $296K
VMO
Invesco Municipal Opportunity Trust

Financial Services
102
+ 0.59%
$9.0 - $9.58 $918 - $977
17.3K $158K
DUK
Duke Energy Corp

Utilities
2.35K
+ 3.29%
$112.46 - $124.05 $264K - $291K
73.8K $8.7M
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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