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
Proshares Tr
-432
- 4.64%
N/A
8.88K $0
First Tr Exchng Traded Fd Vi
-4.07K
- 5.73%
N/A
66.9K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
-1.67K
- 14.11%
N/A
10.2K $0
Lam Research Corp
-330
- 1.27%
N/A
25.7K $0
Vanguard Wellington Fd
-186
- 1.7%
N/A
10.8K $0
Veralto Corp
-1.02K
- 7.91%
N/A
11.9K $0
American Centy ETF Tr
-3.64K
- 23.29%
N/A
12K $0
Amplify ETF Tr
-356
- 3.65%
N/A
9.41K $0
Kraneshares Trust
-107
- 0.66%
N/A
16K $0
Annaly Capital Management In
-7.59K
- 14.1%
N/A
46.2K $0
FTSL
First Trust Senior Ln Fund

ETFs
-50
- 0.53%
$44.58 - $46.07 $2.23K - $2.3K
9.41K $431K
First Tr Exch Traded Fd Iii
-5.33K
- 27.15%
N/A
14.3K $0
J P Morgan Exchange Traded F
-2.03K
- 1.28%
N/A
157K $0
Ea Series Trust
-10.9K
- 48.07%
N/A
11.8K $0
Wisdomtree Tr
-3.18K
- 8.95%
N/A
32.4K $0
Ge Healthcare Technologies I
-8
- 0.04%
N/A
20.8K $0
Abacus Global Mgmt Inc
-3.5K
- 21.01%
N/A
13.2K $0
NEEPRR
Nextera Energy Inc Corporate U
-1.6K
- 3.58%
N/A
43.2K $0
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-7
- 0.15%
$46.41 - $47.7 $325 - $334
4.79K $227K
Thumzup Media Corporation
-2.7K
- 6.87%
N/A
36.6K $0
MOGA
Moog Inc Cla
-282
- 18.37%
N/A
1.25K $0
Mind Medicine Mindmed Inc
-66
- 0.13%
N/A
50.1K $0
Gsk PLC
-1.09K
- 5.68%
N/A
18K $0
EAF
Graftech International LTD

Industrials
-1K
- 9.09%
$0.56 - $1.3 $560 - $1.3K
10K $9K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-3.13K
- 11.18%
N/A
24.9K $0
Grayscale Ethereum Trust ETF
-1.59K
- 4.47%
N/A
33.9K $0
CGMS
Capital Grp Core Plus Income E
-3.46K
- 16.0%
N/A
18.2K $0
SPDV
ETF Ser Solutions Aam S&P 500
-1.12K
- 6.17%
N/A
17K $0
Simplify Exchange Traded Fun
-289
- 0.85%
N/A
33.8K $0
FJAN
First Exc Trd Viii Cboe Vest U
-175
- 1.05%
N/A
16.6K $0
Pgim Rock ETF Tr
-18.9K
- 48.03%
N/A
20.5K $0
Tcw ETF Trust
-388
- 1.84%
N/A
20.7K $0
First Tr Exchng Traded Fd Vi
-1.4K
- 9.82%
N/A
12.9K $0
NVBT
Aim ETF Prods Tr Allianzim U S
-2.29K
- 10.2%
N/A
20.1K $0
A
Agilent Technologies, Inc.

Healthcare
-38
- 0.85%
$99.29 - $120.52 $3.77K - $4.58K
4.41K $520K
SFLR
Innovator Etfs Tr Equity Manag
-5.41K
- 15.53%
N/A
29.4K $0
Six Flags Entertainment Corp
-685
- 1.59%
N/A
42.4K $0
Invesco Galaxy Bitcoin ETF
-165
- 3.77%
N/A
4.21K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-659
- 3.33%
N/A
19.2K $0
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.27K
- 6.95%
$39.93 - $46.67 $50.7K - $59.3K
17K $793K
CBRE
Cbre Group, Inc.

Real Estate
-170
- 6.31%
$113.94 - $140.12 $19.4K - $23.8K
2.52K $353K
CIEN
Ciena Corp

Technology
-2.39K
- 25.43%
$53.5 - $83.89 $128K - $201K
7.02K $570K
MSCI
Msci Inc.

Financial Services
-7
- 1.33%
$506.56 - $576.74 $3.55K - $4.04K
518 $298K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-123
- 3.24%
$165.45 - $198.11 $20.4K - $24.4K
3.67K $713K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-144
- 3.53%
$52.26 - $62.14 $7.53K - $8.95K
3.93K $244K
LYG
Lloyds Banking Group PLC

Financial Services
-1.09K
- 6.52%
$3.32 - $4.29 $3.63K - $4.69K
15.7K $66K
ADT
Adt Inc.

Industrials
-84
- 0.73%
$7.54 - $8.6 $633 - $722
11.4K $96K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-32
- 0.52%
$72.71 - $82.56 $2.33K - $2.64K
6.09K $496K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-555
- 13.09%
$104.23 - $134.39 $57.8K - $74.6K
3.68K $495K
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
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email