Kestra Advisory Services, LLC Incresed Positions in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
11.6K
+ 8.06%
$24.94 - $25.74 $289K - $298K
156K $3.97M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
6.36K
+ 7.23%
$41.96 - $43.69 $267K - $278K
94.3K $4.08M
FYX
First Tr Small Cap Core Alphad

ETFs
2.55K
+ 4.1%
$96.51 - $110.53 $246K - $282K
64.9K $6.56M
ILMN
Illumina, Inc.

Healthcare
2.55K
+ 67.42%
$128.99 - $155.15 $329K - $395K
6.33K $845K
CRBG
Corebridge Financial, Inc.

Financial Services
11.5K
+ 142.48%
$28.28 - $33.37 $325K - $384K
19.6K $585K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
8.35K
+ 23.11%
$47.11 - $50.8 $393K - $424K
44.5K $2.1M
JHMM
John Hancock Multifactor Mid C

ETFs
6.64K
+ 6.69%
$59.61 - $64.8 $396K - $430K
106K $6.32M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
6.96K
+ 15.09%
$28.23 - $35.28 $196K - $246K
53.1K $1.69M
VMO
Invesco Municipal Opportunity Trust

Financial Services
46.9K
+ 23.6%
$9.47 - $10.33 $444K - $484K
246K $2.39M
SOUN
Soundhound Ai, Inc.

Technology
4.75K
+ 28.58%
$4.51 - $24.23 $21.4K - $115K
21.4K $424K
SGOL
Abrdn Gold ETF Trust

ETFs
15.8K
+ 2.67%
$24.46 - $26.62 $387K - $421K
609K $15.3M
APH
Amphenol Corp

Technology
2.74K
+ 7.69%
$62.07 - $75.35 $170K - $206K
38.3K $2.66M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.53K
+ 15.79%
$148.29 - $166.93 $671K - $756K
33.2K $4.94M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
6.94K
+ 73.43%
$47.66 - $51.97 $331K - $361K
16.4K $800K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.41K
+ 0.96%
$19.51 - $23.42 $27.5K - $33K
149K $3.27M
RCS
Pimco Strategic Income Fund, Inc

Financial Services
45.7K
+ 7.09%
$7.22 - $8.05 $330K - $368K
691K $5.29M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
18.2K
+ 49.77%
$18.59 - $18.8 $338K - $342K
54.7K $1.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
72.8K
+ 20.12%
$33.77 - $44.09 $2.46M - $3.21M
435K $14.7M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.62K
+ 7.47%
$138.92 - $149.97 $225K - $243K
23.3K $3.38M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
5.71K
+ 16.48%
$19.44 - $28.35 $111K - $162K
40.4K $1.04M
BJAN
Innovator U.S. Equity Buffer E

ETFs
5.87K
+ 17.65%
$46.38 - $47.95 $272K - $281K
39.1K $1.88M
NRG
Nrg Energy, Inc.

Utilities
3.82K
+ 16.21%
$85.3 - $101.61 $326K - $388K
27.4K $2.47M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
25.3K
+ 157.12%
$12.74 - $14.23 $323K - $361K
41.5K $538K
EXEL
Exelixis, Inc.

Healthcare
7K
+ 58.99%
$25.39 - $36.46 $178K - $255K
18.9K $628K
FSMO
Fidelity Covington Tr

ETFs
12.2K
+ 99.06%
N/A
24.5K $643K
PSTG
Pure Storage, Inc.

Technology
1.49K
+ 7.28%
$48.19 - $66.6 $71.6K - $99K
21.9K $1.35M
CWS
Advisorshares Tr Advisorshares

ETFs
7.36K
+ 18.15%
$64.77 - $71.56 $477K - $527K
47.9K $3.1M
ISMD
Northern Lts Fd Tr Iv

ETFs
8.58K
+ 53.62%
$36.81 - $40.75 $316K - $350K
24.6K $922K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
11.7K
+ 68.46%
$34.21 - $38.73 $400K - $453K
28.8K $984K
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.51K
+ 26.44%
$102.88 - $117.55 $258K - $295K
12K $1.29M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
10.3K
+ 16.5%
$41.17 - $43.34 $422K - $444K
72.4K $2.99M
PBA
Pembina Pipeline Corp

Energy
11.2K
+ 45.94%
$35.89 - $43.35 $401K - $484K
35.5K $1.31M
SONY
Sony Group Corp

Technology
146K
+ 395.46%
$17.53 - $96.8 $2.56M - $14.1M
183K $3.87M
HMOP
Hartford Fds Exchange Traded T

ETFs
10.3K
+ 7.98%
$38.56 - $39.45 $398K - $408K
140K $5.4M
AVAV
Aero Vironment Inc

Industrials
2.5K
+ 140.9%
$153.72 - $235.17 $384K - $588K
4.28K $658K
ANSS
Ansys Inc

Technology
675
+ 16.99%
$313.05 - $361.45 $211K - $244K
4.65K $1.57M
IBKR
Interactive Brokers Group, Inc.

Financial Services
736
+ 15.8%
$138.3 - $192.95 $102K - $142K
5.39K $952K
DMAR
First Tr Ex Tr Viii Cboe Vest
3.51K
+ 1.75%
$37.14 - $38.49 $131K - $135K
205K $7.82M
DXCM
Dexcom Inc

Healthcare
1.3K
+ 7.08%
$65.68 - $81.01 $85.6K - $106K
19.7K $1.53M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
6.1K
+ 97.35%
$46.53 - $49.91 $284K - $304K
12.4K $595K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.61K
+ 58.75%
$90.31 - $106.37 $236K - $278K
7.06K $703K
AVSC
American Centy ETF Tr Avantis
5.45K
+ 68.35%
$52.7 - $59.57 $287K - $325K
13.4K $730K
JETS
ETF Ser Solutions U S Global J

ETFs
6.18K
+ 20.37%
$20.04 - $25.93 $124K - $160K
36.5K $924K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
6.48K
+ 17.06%
$16.43 - $22.77 $106K - $148K
44.5K $980K
MLN
Vaneck Long Muni ETF

ETFs
17.7K
+ 34.47%
$17.61 - $18.29 $311K - $323K
68.9K $1.23M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.4K
+ 35.36%
$25.3 - $26.31 $315K - $327K
47.6K $1.22M
VTWG
Vanguard Russell 2000 Growth E

ETFs
941
+ 2.9%
$202.91 - $229.76 $191K - $216K
33.4K $7.02M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
13.4K
+ 72.31%
$24.74 - $27.68 $331K - $370K
31.9K $788K
GME
Game Stop Corp.

Consumer Cyclical
5.27K
+ 35.75%
$20.5 - $32.99 $108K - $174K
20K $627K
Activity Summary
Buys All Purchases 1701 New Holdings 326 Increased Positions 1375 Sells All Sells 895 Reductions 895 Sold out 0 Options Calls 10 Puts 4
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