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
BOTZ
Global X Fds

ETFs
5.04K
+ 1.65%
$31.11 - $34.18 $157K - $172K
310K $9.91M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.3K
+ 6.54%
$16.99 - $27.42 $22.1K - $35.6K
21.2K $481K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
32
+ 0.31%
$58.22 - $78.62 $1.86K - $2.52K
10.3K $740K
FLEX
Flex Ltd.

Technology
1.47K
+ 16.83%
$32.52 - $41.3 $47.8K - $60.8K
10.2K $391K
AKAM
Akamai Technologies Inc

Technology
1.07K
+ 13.93%
N/A
8.78K $797K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
2.58K
+ 14.33%
$31.36 - $32.75 $80.9K - $84.5K
20.6K $664K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
5.95K
+ 14.01%
$26.08 - $27.65 $155K - $165K
48.5K $1.27M
NIO
Nio Inc.

Consumer Cyclical
38.7K
+ 124.25%
$4.31 - $7.21 $167K - $279K
69.8K $304K
CHTR
Charter Communications, Inc.

Communication Services
188
+ 12.23%
$315.38 - $408.02 $59.3K - $76.7K
1.73K $591K
EA
Electronic Arts Inc.

Communication Services
375
+ 2.79%
$140.69 - $167.97 $52.8K - $63K
13.8K $2.02M
QLYS
Qualys, Inc.

Technology
283
+ 6.45%
$119.24 - $159.23 $33.7K - $45.1K
4.67K $655K
WCC
Wesco International Inc

Industrials
337
+ 13.8%
$164.11 - $213.19 $55.3K - $71.8K
2.78K $502K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.48K
+ 13.41%
$24.42 - $25.06 $109K - $112K
37.9K $925K
TGTX
Tg Therapeutics, Inc.

Healthcare
200
+ 1.57%
$21.31 - $35.09 $4.26K - $7.02K
12.9K $389K
BSJR
Invesco Indx Tr

ETFs
4.5K
+ 11.67%
$22.37 - $22.7 $101K - $102K
43.1K $965K
PPL
Ppl Corp

Utilities
3.52K
+ 9.27%
$31.47 - $35.0 $111K - $123K
41.5K $1.35M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
16.6K
+ 113.53%
$5.83 - $6.64 $97K - $111K
31.3K $186K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
13.6K
+ 117.01%
$7.47 - $8.54 $102K - $116K
25.3K $189K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
1.36K
+ 25.98%
$68.71 - $73.91 $93.2K - $100K
6.58K $453K
FDD
First Trust Stoxx European Sel

ETFs
9.23K
+ 69.65%
$11.07 - $12.33 $102K - $114K
22.5K $253K
MLPA
Global X Mlp ETF

ETFs
1.46K
+ 12.81%
$47.44 - $52.61 $69.5K - $77K
12.9K $636K
LVHI
Franklin International Low Vol

ETFs
3.51K
+ 10.22%
$29.98 - $31.57 $105K - $111K
37.9K $1.16M
MUSA
Murphy Usa Inc.

Consumer Cyclical
166
+ 39.9%
$473.11 - $555.48 $78.5K - $92.2K
582 $292K
CORT
Corcept Therapeutics Inc

Healthcare
1.04K
+ 12.24%
$44.66 - $60.85 $46.4K - $63.2K
9.53K $479K
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
961
+ 4.93%
$33.74 - $36.85 $32.4K - $35.4K
20.5K $748K
AEE
Ameren Corp

Utilities
635
+ 3.71%
$85.81 - $94.98 $54.5K - $60.3K
17.8K $1.58M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
7.66K
+ 10.67%
$19.11 - $20.04 $146K - $154K
79.4K $1.52M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
6.95K
+ 32.47%
$13.12 - $14.37 $91.1K - $99.8K
28.3K $385K
AIG
American International Group, Inc.

Financial Services
1.28K
+ 4.79%
$70.0 - $79.22 $89.7K - $101K
28K $2.04M
BMO
Bank Of Montreal

Financial Services
410
+ 6.65%
$89.75 - $103.39 $36.8K - $42.4K
6.58K $638K
URA
Global X Uranium ETF

ETFs
3.89K
+ 32.12%
$26.78 - $33.46 $104K - $130K
16K $428K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
535
+ 15.0%
$71.19 - $91.57 $38.1K - $49K
4.1K $342K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.24K
+ 12.02%
$40.97 - $42.66 $91.9K - $95.6K
20.9K $864K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
5.91K
+ 2.73%
$14.28 - $14.81 $84.3K - $87.5K
222K $3.19M
PMM
Putnam Managed Municipal Income Trust

Financial Services
15.2K
+ 84.31%
$5.97 - $6.52 $90.7K - $99.1K
33.2K $198K
CINF
Cincinnati Financial Corp

Financial Services
51
+ 0.56%
$132.86 - $160.16 $6.78K - $8.17K
9.23K $1.33M
BLOK
Amplify ETF Tr Trnsformational

ETFs
18
+ 0.14%
$36.5 - $53.22 $657 - $958
13.2K $570K
IMMR
Immersion Corp

Technology
9K
+ 64.29%
$8.31 - $9.79 $74.8K - $88.1K
23K $200K
OPRA
Opera LTD

Communication Services
54
+ 0.26%
$14.49 - $20.22 $782 - $1.09K
21.1K $400K
SLM
Slm Corp

Financial Services
387
+ 2.82%
$21.37 - $28.14 $8.27K - $10.9K
14.1K $388K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
3.78K
+ 26.92%
$40.0 - $52.93 $151K - $200K
17.8K $718K
DAPR
First Ex Tr Fd Ft Cboe Vest Us
1.07K
+ 2.3%
$36.3 - $37.43 $38.7K - $39.9K
47.4K $1.76M
IYG
Ishares Tr

ETFs
235
+ 2.86%
$70.24 - $82.34 $16.5K - $19.3K
8.45K $657K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
3.46K
+ 10.86%
$43.02 - $47.32 $149K - $163K
35.3K $1.53M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.88K
+ 12.63%
$22.1 - $22.59 $85.8K - $87.7K
34.6K $768K
NRZ
New Residential Investment Corp.

Real Estate
9.83K
+ 32.4%
N/A
40.2K $291K
SFBS
Servis First Bancshares, Inc.

Financial Services
294
+ 2.65%
$77.34 - $99.0 $22.7K - $29.1K
11.4K $965K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
844
+ 2.02%
$43.97 - $45.33 $37.1K - $38.3K
42.6K $1.91M
PTC
Ptc Inc.

Technology
336
+ 10.92%
$175.97 - $201.89 $59.1K - $67.8K
3.41K $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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