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
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.08K
- 10.64%
$34.22 - $38.84 $71K - $80.6K
17.4K $677K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.11K
- 9.08%
$20.12 - $21.0 $42.5K - $44.3K
21.1K $441K
SU
Suncor Energy Inc

Energy
-407
- 2.32%
$31.54 - $41.04 $12.8K - $16.7K
17.1K $641K
GPC
Genuine Parts CO

Consumer Cyclical
-812
- 2.9%
$105.54 - $129.09 $85.7K - $105K
27.2K $3.3M
ABC
Amerisourcebergen Corp

Healthcare
-198
- 1.84%
N/A
10.6K $1.95M
ACM
Aecom

Industrials
-1.49K
- 22.9%
$87.19 - $113.06 $129K - $168K
5K $564K
DHS
Wisdomtree Tr U.S

ETFs
-293
- 12.17%
$87.71 - $98.37 $25.7K - $28.8K
2.12K $202K
PHM
Pultegroup Inc

Consumer Cyclical
-431
- 11.92%
$92.02 - $106.54 $39.7K - $45.9K
3.19K $335K
XYL
Xylem Inc.

Industrials
-475
- 18.55%
$102.86 - $129.5 $48.9K - $61.5K
2.09K $269K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-4.02K
- 9.38%
$34.94 - $41.25 $140K - $166K
38.8K $1.6M
IAT
Ishares Tr

ETFs
-1.13K
- 15.23%
$39.71 - $49.55 $45K - $56.1K
6.3K $312K
OWL
Blue Owl Capital Inc.

Financial Services
-792
- 3.64%
$15.9 - $21.16 $12.6K - $16.8K
21K $402K
AME
Ametek Inc

Industrials
-323
- 11.82%
$151.41 - $182.75 $48.9K - $59K
2.41K $436K
TDOC
Teladoc Health, Inc.

Healthcare
-6.69K
- 20.56%
$6.51 - $8.71 $43.5K - $58.3K
25.8K $225K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-387
- 11.43%
$116.09 - $139.09 $44.9K - $53.8K
3K $417K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-1.05K
- 7.94%
$34.58 - $34.88 $36.2K - $36.5K
12.1K $423K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.83K
- 12.55%
$20.31 - $24.1 $37.2K - $44.2K
12.8K $307K
IXJ
Ishares Global Healthcare ETF

ETFs
-178
- 5.89%
$82.3 - $90.02 $14.6K - $16K
2.84K $244K
F
Ford Motor CO

Consumer Cyclical
-33.7K
- 8.24%
$8.69 - $10.85 $292K - $365K
375K $4.06M
OHI
Omega Healthcare Investors Inc

Real Estate
-190
- 1.17%
$35.55 - $39.05 $6.75K - $7.42K
16.1K $590K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-715
- 2.72%
$42.72 - $44.24 $30.5K - $31.6K
25.6K $1.12M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-881
- 3.4%
$20.13 - $22.17 $17.7K - $19.5K
25K $542K
AA
Alcoa Corp

Basic Materials
-526
- 3.57%
$22.57 - $30.84 $11.9K - $16.2K
14.2K $419K
LNT
Alliant Energy Corp

Utilities
-194
- 4.5%
$58.79 - $64.85 $11.4K - $12.6K
4.12K $248K
OCUP
Ocuphire Pharma, Inc.

Healthcare
-29.3K
- 60.7%
N/A
19K $18K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-373
- 7.29%
$55.32 - $65.02 $20.6K - $24.3K
4.74K $297K
PKG
Packaging Corp Of America

Consumer Cyclical
-24
- 0.93%
$175.97 - $201.36 $4.22K - $4.83K
2.54K $479K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-5.4K
- 17.51%
$15.84 - $20.94 $85.5K - $113K
25.4K $532K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-1.76K
- 3.3%
$10.82 - $12.71 $19.1K - $22.4K
51.5K $641K
ITT
Itt Inc.

Industrials
-573
- 25.42%
$112.67 - $157.95 $64.6K - $90.5K
1.68K $263K
YYY
Amplify ETF Tr High Income ETF

ETFs
-3.11K
- 11.96%
$10.18 - $11.74 $31.6K - $36.5K
22.9K $268K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-4.82K
- 15.0%
$5.17 - $5.91 $24.9K - $28.5K
27.3K $161K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.28K
- 17.18%
$17.76 - $22.1 $58.3K - $72.6K
15.8K $349K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.03K
- 2.58%
$45.11 - $52.34 $362K - $420K
303K $15.8M
IBRX
Immunity Bio, Inc.

Healthcare
-5.8K
- 19.46%
$1.89 - $3.44 $11K - $20K
24K $63K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-1.43K
- 7.26%
$11.35 - $12.45 $16.3K - $17.8K
18.3K $218K
QDEF
Flexshares Quality Div Defensi

ETFs
-719
- 11.12%
$62.5 - $74.05 $44.9K - $53.2K
5.74K $425K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-35
- 0.71%
$167.22 - $212.42 $5.85K - $7.43K
4.89K $968K
FXN
First Tr Exchange Traded Fd Fi

ETFs
-536
- 4.27%
$12.88 - $16.75 $6.9K - $8.98K
12K $182K
FXD
First Tr Exchange Traded Fd

ETFs
-1.1K
- 13.49%
$50.42 - $63.44 $55.3K - $69.5K
7.03K $445K
VAL
Valaris LTD

Energy
-1.09K
- 14.95%
$28.94 - $46.88 $31.5K - $51.1K
6.19K $260K
DMLP
Dorchester Minerals, L.P.

Energy
-114
- 1.24%
$26.77 - $30.37 $3.05K - $3.46K
9.06K $252K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-436
- 1.94%
$47.94 - $52.5 $20.9K - $22.9K
22.1K $1.13M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-350
- 7.0%
$55.57 - $62.73 $19.4K - $22K
4.65K $286K
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.75K
- 14.64%
$4.32 - $5.95 $7.56K - $10.4K
10.2K $46K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-995
- 12.49%
$41.76 - $49.03 $41.6K - $48.8K
6.97K $341K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.64K
- 11.88%
$22.92 - $28.05 $37.6K - $46K
12.2K $341K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-8
- 0.41%
$430.72 - $497.52 $3.45K - $3.98K
1.95K $880K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-183
- 7.46%
$99.97 - $129.69 $18.3K - $23.7K
2.27K $236K
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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