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
AGX
Argan Inc

Industrials
478
+ 18.24%
$120.08 - $243.11 $57.4K - $116K
3.1K $683K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
7.41K
+ 13.37%
$32.99 - $38.56 $245K - $286K
62.9K $2.39M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
14.3K
+ 10.97%
$22.57 - $23.23 $322K - $331K
144K $3.35M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.31K
+ 30.33%
$37.08 - $42.26 $308K - $351K
35.7K $1.48M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.19K
+ 1.14%
$83.54 - $100.04 $99.4K - $119K
105K $10.5M
SAMT
Advisors Inn.Circle Fd Iii Str
1.17K
+ 2.13%
$27.04 - $34.43 $31.6K - $40.2K
55.9K $1.93M
QTEC
First Trust Nasdaq 100 Technol

ETFs
488
+ 8.64%
$149.56 - $212.83 $73K - $104K
6.13K $1.31M
CYBR
Cyber Ark Software Ltd.

Technology
306
+ 10.7%
$305.98 - $406.88 $93.6K - $125K
3.17K $1.29M
STAG
Stag Industrial, Inc.

Real Estate
8.73K
+ 53.49%
$30.08 - $37.02 $263K - $323K
25K $908K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.16K
+ 6.17%
$61.08 - $74.04 $132K - $160K
37.1K $2.75M
IYJ
Ishares Tr

ETFs
1.88K
+ 47.89%
$115.07 - $142.31 $217K - $268K
5.82K $827K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.88K
+ 38.77%
$32.56 - $57.11 $93.8K - $164K
10.3K $588K
FCOM
Fidelity Covington Tr Msci Com

ETFs
691
+ 2.19%
$50.44 - $64.81 $34.9K - $44.8K
32.2K $2.09M
HPE
Hewlett Packard Enterprise CO

Technology
5.18K
+ 12.7%
$12.51 - $20.45 $64.8K - $106K
45.9K $939K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.2K
+ 7.1%
$29.0 - $30.68 $296K - $313K
154K $4.73M
TRGP
Targa Resources Corp.

Energy
2.75K
+ 41.78%
$157.32 - $205.72 $432K - $565K
9.32K $1.62M
QDPL
Pacer Fds Tr Metaurus Us Large
5.99K
+ 26.58%
$32.46 - $39.77 $194K - $238K
28.5K $1.13M
COOP
Mr. Cooper Group Inc.

Financial Services
1.66K
+ 88.57%
$107.26 - $155.96 $178K - $259K
3.53K $527K
BSCV
Invesco ETF Self Indexed Fd Tr
17.5K
+ 30.92%
$15.97 - $16.53 $279K - $289K
74.1K $1.22M
CGGO
Capital Group Global Growth Eq

ETFs
6.23K
+ 23.0%
$25.31 - $32.17 $158K - $200K
33.3K $1.06M
BXP
Boston Properties Inc

Real Estate
4.26K
+ 10.63%
$56.86 - $74.12 $242K - $315K
44.3K $2.99M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.4K
+ 13.6%
N/A
104K $2.46M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
15.8K
+ 57.63%
$19.39 - $20.21 $307K - $320K
43.3K $849K
DFUS
Dimensional ETF Tr U S Equity

ETFs
816
+ 2.23%
$53.65 - $67.02 $43.8K - $54.7K
37.3K $2.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
695
+ 3.48%
$99.48 - $124.46 $69.1K - $86.5K
20.7K $2.46M
HYLS
First Tr Tactical High Yield L

ETFs
6.36K
+ 19.04%
$39.8 - $41.84 $253K - $266K
39.8K $1.66M
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
OKE
Oneok Inc

Energy
11.4K
+ 30.92%
$78.71 - $100.37 $897K - $1.14M
48.3K $3.94M
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
AMSC
American Superconductor Corp

Industrials
2.18K
+ 21.1%
$15.8 - $37.12 $34.4K - $80.9K
12.5K $459K
CCI
Crown Castle International Corp

Real Estate
3.16K
+ 8.83%
$94.83 - $107.06 $300K - $338K
38.9K $4M
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
17.2K
+ 91.31%
$13.46 - $16.77 $231K - $288K
36K $577K
IRM
Iron Mountain Inc

Real Estate
290
+ 1.99%
$76.93 - $105.25 $22.3K - $30.5K
14.8K $1.52M
EPD
Enterprise Products Partners L.P.

Energy
18.1K
+ 19.29%
$28.95 - $34.22 $524K - $620K
112K $3.47M
DKNG
Draft Kings Inc.

Consumer Cyclical
848
+ 3.57%
$31.67 - $42.89 $26.9K - $36.4K
24.6K $1.06M
TRP
Tc Energy Corp

Energy
4.97K
+ 34.04%
$44.48 - $51.4 $221K - $255K
19.6K $954K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
5.48K
+ 10.87%
$26.82 - $30.48 $147K - $167K
55.9K $1.7M
CBSH
Commerce Bancshares Inc

Financial Services
4.26K
+ 30.56%
$55.42 - $65.63 $236K - $280K
18.2K $1.13M
FLR
Fluor Corp

Industrials
1.33K
+ 10.52%
$30.86 - $51.42 $40.9K - $68.1K
13.9K $713K
OPFI
Opp Fi Inc.

Technology
9.21K
+ 32.81%
$7.92 - $14.61 $72.9K - $135K
37.3K $521K
INFY
Infosys LTD

Technology
13.2K
+ 22.89%
$16.14 - $18.75 $213K - $247K
70.8K $1.31M
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
CGUS
Capital Group Core Equity ETF
4.13K
+ 15.06%
$29.93 - $36.93 $124K - $152K
31.5K $1.16M
AEP
American Electric Power CO Inc

Utilities
4.84K
+ 10.46%
$98.59 - $109.11 $477K - $528K
51.1K $5.3M
RKT
Rocket Companies, Inc.

Financial Services
13.6K
+ 52.8%
$11.11 - $15.4 $151K - $209K
39.2K $556K
MCO
Moodys Corp

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