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
DNP
Dnp Select Income Fund Inc

Financial Services
33.5K
+ 32.14%
$8.82 - $9.96 $295K - $334K
138K $1.21M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.6K
+ 56.48%
$9.95 - $12.23 $115K - $142K
32.1K $376K
UNM
Unum Group

Financial Services
1.15K
+ 18.94%
$58.88 - $77.07 $67.7K - $88.6K
7.22K $527K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
2.05K
+ 2.18%
$38.01 - $39.08 $77.9K - $80.1K
95.9K $3.75M
FYT
First Trust Small Cap

ETFs
3.3K
+ 11.0%
$53.73 - $60.73 $177K - $201K
33.3K $1.83M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
6.48K
+ 10.07%
$31.57 - $34.79 $205K - $225K
70.8K $2.24M
MET
Metlife Inc

Financial Services
2.68K
+ 2.93%
$78.15 - $88.25 $209K - $236K
94K $7.69M
BROS
Dutch Bros Inc.

Consumer Cyclical
342
+ 4.85%
$30.72 - $55.82 $10.5K - $19.1K
7.39K $386K
VMC
Vulcan Materials CO

Basic Materials
519
+ 13.55%
$237.95 - $292.31 $123K - $152K
4.35K $1.12M
CPA
Copa Holdings, S.A.

Industrials
3.02K
+ 16.9%
$86.16 - $107.25 $260K - $323K
20.9K $1.83M
WSO
Watsco Inc

Industrials
377
+ 30.5%
$466.57 - $568.78 $176K - $214K
1.61K $764K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.22K
+ 2.15%
$41.08 - $42.6 $91K - $94.4K
105K $4.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.2K
+ 13.5%
$55.45 - $61.08 $621K - $684K
94.1K $5.22M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29K
+ 5.31%
$46.07 - $48.17 $1.34M - $1.4M
575K $26.5M
DTM
Dt Midstream, Inc.

Energy
89
+ 1.32%
$78.85 - $108.56 $7.02K - $9.66K
6.85K $681K
FXI
Ishares Tr

ETFs
5.74K
+ 31.18%
$29.52 - $36.69 $170K - $211K
24.2K $735K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.57K
+ 1.89%
$47.71 - $49.76 $74.8K - $78K
84.5K $4.14M
HTAB
Hartford Fds Exchange Traded

ETFs
8.31K
+ 28.36%
$19.26 - $19.88 $160K - $165K
37.6K $728K
HTGC
Hercules Capital, Inc.

Financial Services
6.81K
+ 28.79%
$18.53 - $20.22 $126K - $138K
30.5K $612K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
9.58K
+ 89.18%
$14.65 - $15.8 $140K - $151K
20.3K $306K
AVIG
American Centy ETF Tr Avantis

ETFs
3.83K
+ 73.04%
$40.48 - $42.48 $155K - $163K
9.08K $368K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
3.57K
+ 4.08%
$48.96 - $52.85 $175K - $189K
91.1K $4.48M
PNR
Pentair PLC

Industrials
1.35K
+ 38.33%
$95.0 - $109.21 $129K - $148K
4.88K $491K
BBDC
Barings Bdc, Inc.

Financial Services
16.3K
+ 30.73%
$9.27 - $10.33 $151K - $168K
69.1K $661K
ROAD
Construction Partners, Inc.

Industrials
944
+ 29.54%
$67.44 - $101.86 $63.7K - $96.2K
4.14K $366K
PBE
Invesco Exchange Traded Fd Tr

ETFs
2.38K
+ 50.64%
$65.93 - $72.24 $157K - $172K
7.09K $471K
IEMG
Ishares Inc

ETFs
2.66K
+ 0.84%
N/A
319K $17.1M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.28K
+ 15.61%
$24.5 - $25.72 $203K - $213K
61.3K $1.51M
JPSE
J P Morgan Diversified Return

ETFs
3.38K
+ 24.91%
$46.77 - $51.7 $158K - $175K
16.9K $794K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
6.25K
+ 15.58%
$22.04 - $22.59 $138K - $141K
46.4K $1.03M
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.85K
+ 18.51%
$61.65 - $67.55 $176K - $193K
18.3K $1.14M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
25.4K
+ 16.92%
$6.37 - $7.15 $162K - $181K
175K $1.16M
FIX
Comfort Systems Usa Inc

Industrials
53
+ 1.52%
$370.68 - $504.12 $19.6K - $26.7K
3.54K $1.5M
UGI
Ugi Corp

Utilities
3.25K
+ 21.86%
$23.24 - $30.37 $75.4K - $98.6K
18.1K $510K
VRSN
Verisign Inc

Technology
519
+ 27.75%
$176.68 - $206.96 $91.7K - $107K
2.39K $494K
WST
West Pharmaceutical Services Inc

Healthcare
234
+ 10.42%
$285.69 - $344.0 $66.9K - $80.5K
2.48K $812K
IHF
Ishares Tr

ETFs
5.57K
+ 39.37%
$47.41 - $56.83 $264K - $317K
19.7K $946K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
4.07K
+ 19.64%
$42.79 - $44.9 $174K - $183K
24.8K $1.06M
MDIV
First Trust Multi Asset Divers

ETFs
12K
+ 10.33%
$15.95 - $16.94 $192K - $204K
129K $2.08M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.32K
+ 25.21%
$49.25 - $53.57 $213K - $231K
21.4K $1.06M
BNOV
Innovator U.S. Equity Buffer E

ETFs
2.77K
+ 11.98%
$38.08 - $39.98 $105K - $111K
25.9K $1.02M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.26K
+ 14.84%
$81.6 - $90.89 $103K - $114K
9.73K $834K
AGO
Assured Guaranty LTD

Financial Services
13
+ 0.1%
$79.0 - $94.69 $1.03K - $1.23K
12.7K $1.14M
ATO
Atmos Energy Corp

Utilities
944
+ 20.84%
$136.41 - $151.43 $129K - $143K
5.47K $762K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
9.49K
+ 66.15%
$17.37 - $20.25 $165K - $192K
23.8K $422K
IFRA
Ishares Tr

ETFs
4.13K
+ 4.81%
$45.94 - $51.71 $190K - $214K
90K $4.17M
TGNA
Tegna Inc

Communication Services
2.76K
+ 8.43%
$15.25 - $19.32 $42.1K - $53.3K
35.5K $648K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
4.76K
+ 18.09%
$27.48 - $32.37 $131K - $154K
31.1K $893K
HYD
Vaneck High Yield Muni ETF

ETFs
3.86K
+ 6.34%
$51.09 - $53.06 $197K - $205K
64.7K $3.36M
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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