Kestra Private Wealth Services, LLC Sells in Q2 2025

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
-27
- 0.2%
$35.0 - $44.92 $945 - $1.21K
13.2K $505K
LUV
Southwest Airlines CO

Industrials
-1.73K
- 10.95%
$24.04 - $34.36 $41.5K - $59.3K
14K $455K
AMP
Ameriprise Financial Inc

Financial Services
-534
- 12.51%
$422.19 - $533.73 $225K - $285K
3.74K $1.99M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.31K
- 16.6%
$35.35 - $42.68 $81.7K - $98.7K
11.6K $494K
SCI
Service Corp International

Consumer Cyclical
-926
- 22.48%
$73.58 - $81.65 $68.1K - $75.6K
3.19K $259K
AVB
Avalonbay Communities Inc

Real Estate
-253
- 14.97%
$187.23 - $215.61 $47.4K - $54.5K
1.44K $292K
PBA
Pembina Pipeline Corp

Energy
-831
- 5.53%
$35.16 - $40.88 $29.2K - $34K
14.2K $532K
UFPT
Ufp Technologies Inc

Healthcare
-639
- 30.31%
$186.83 - $253.3 $119K - $162K
1.47K $358K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.76K
- 23.7%
$48.22 - $60.41 $84.7K - $106K
5.66K $337K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.33K
- 22.15%
$19.58 - $19.93 $65.1K - $66.3K
11.7K $232K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-3.26K
- 4.73%
$23.32 - $24.45 $76.1K - $79.8K
65.7K $1.61M
ADP
Automatic Data Processing Inc

Industrials
-480
- 1.65%
$276.76 - $326.81 $133K - $157K
28.5K $8.8M
WPC
W. P. Carey Inc.

Real Estate
-755
- 3.14%
$56.12 - $64.53 $42.4K - $48.7K
23.3K $1.45M
AEE
Ameren Corp

Utilities
-422
- 7.78%
$94.23 - $101.68 $39.8K - $42.9K
5K $480K
RSG
Republic Services, Inc.

Industrials
-358
- 6.72%
$227.2 - $258.07 $81.3K - $92.4K
4.97K $1.23M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.28K
- 7.22%
$35.3 - $37.51 $80.3K - $85.3K
29.2K $1.1M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-642
- 2.22%
$45.9 - $48.26 $29.5K - $31K
28.3K $1.32M
TTE
Total Energies Se

Energy
-891
- 4.65%
N/A
18.3K $1.25M
VNQ
Vanguard Specialized Funds Van

ETFs
-338
- 1.63%
$79.79 - $91.42 $27K - $30.9K
20.5K $1.82M
ILMN
Illumina, Inc.

Healthcare
-1.31K
- 31.67%
$70.3 - $95.41 $91.8K - $125K
2.82K $268K
SRE
Sempra Energy

Utilities
-1.73K
- 10.68%
$63.78 - $78.91 $110K - $136K
14.4K $1.09M
IVZ
Invesco Ltd.

Financial Services
-5.82K
- 10.74%
$12.14 - $15.77 $70.6K - $91.8K
48.4K $762K
OKTA
Okta, Inc.

Technology
-293
- 5.43%
$91.24 - $127.3 $26.7K - $37.3K
5.11K $510K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-261
- 29.39%
$283.31 - $388.96 $73.9K - $102K
627 $235K
OTIS
Otis Worldwide Corp

Industrials
-215
- 2.72%
$90.88 - $104.3 $19.5K - $22.4K
7.68K $760K
FRT
Federal Realty Investment Trust

Real Estate
-435
- 9.66%
$83.56 - $99.08 $36.3K - $43.1K
4.07K $386K
GBIL
Goldman Sachs Access Treasury

ETFs
-525
- 1.86%
$99.83 - $100.19 $52.4K - $52.6K
27.7K $2.77M
RPM
Rpm International Inc

Basic Materials
-341
- 14.07%
$96.97 - $117.58 $33.1K - $40.1K
2.08K $228K
FNF
Fidelity National Financial, Inc.

Financial Services
-87
- 1.7%
$53.62 - $66.59 $4.66K - $5.79K
5.02K $281K
CI
Cigna Corp

Healthcare
-170
- 4.35%
$301.89 - $340.04 $51.3K - $57.8K
3.74K $1.24M
TTD
Trade Desk, Inc.

Technology
-1.83K
- 38.28%
$45.27 - $79.4 $82.9K - $145K
2.95K $212K
KEY
Keycorp

Financial Services
-4.23K
- 22.99%
$13.23 - $17.42 $55.9K - $73.7K
14.2K $246K
ARLP
Alliance Resource Partners LP

Energy
-1K
- 5.29%
$24.67 - $27.45 $24.7K - $27.5K
17.9K $468K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-601
- 5.26%
$38.81 - $44.28 $23.3K - $26.6K
10.8K $459K
RGA
Reinsurance Group Of America Inc

Financial Services
-253
- 13.03%
$168.32 - $209.71 $42.6K - $53.1K
1.69K $335K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-948
- 16.65%
$49.18 - $50.17 $46.6K - $47.6K
4.75K $238K
FDEV
Fidelity International Multifa

ETFs
-2.9K
- 18.78%
$26.86 - $32.58 $78K - $94.6K
12.6K $408K
THW
Tekla World Healthcare Fund

Financial Services
-561
- 1.8%
$10.05 - $11.31 $5.64K - $6.34K
30.7K $314K
AVLV
American Centy ETF Tr Avantis
-878
- 17.01%
$56.85 - $68.21 $49.9K - $59.9K
4.28K $292K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-860
- 2.64%
$50.48 - $50.71 $43.4K - $43.6K
31.8K $1.61M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-675
- 15.1%
$65.1 - $75.98 $43.9K - $51.3K
3.8K $288K
NTNX
Nutanix, Inc.

Technology
-1.28K
- 15.63%
$58.17 - $83.07 $74.5K - $106K
6.91K $528K
ESS
Essex Property Trust, Inc.

Real Estate
-157
- 4.22%
N/A
3.56K $971K
MLN
Vaneck Long Muni ETF

ETFs
-2.12K
- 14.69%
$16.49 - $17.52 $35K - $37.2K
12.3K $208K
CNP
Centerpoint Energy Inc

Utilities
-1.3K
- 15.46%
$35.5 - $39.05 $46K - $50.6K
7.09K $260K
K
Kellogg CO

Consumer Defensive
-407
- 12.84%
$77.85 - $82.88 $31.7K - $33.7K
2.76K $219K
WTW
Willis Towers Watson PLC

Financial Services
-17
- 1.47%
$295.96 - $337.43 $5.03K - $5.74K
1.14K $348K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-625
- 6.15%
$22.73 - $29.21 $14.2K - $18.3K
9.54K $256K
FSK
Fs Kkr Capital Corp

Financial Services
-1.53K
- 3.32%
$17.95 - $21.5 $27.5K - $32.9K
44.5K $924K
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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