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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
35.4K
+ 27.25%
$47.29 - $84.74 $1.67M - $3M
165K $12.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
84K
+ 12.14%
$53.94 - $58.15 $4.53M - $4.88M
776K $43.7M
FSK
Fs Kkr Capital Corp

Financial Services
147K
+ 13.45%
$19.71 - $22.22 $2.89M - $3.26M
1.24M $26.9M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
109K
+ 102.85%
$49.39 - $52.31 $5.38M - $5.7M
215K $10.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
96.6K
+ 135.36%
$46.94 - $51.62 $4.53M - $4.98M
168K $8.39M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
18.3K
+ 12.51%
$170.03 - $192.78 $3.11M - $3.53M
165K $30.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
53.9K
+ 39.56%
$98.47 - $109.35 $5.31M - $5.9M
190K $18.7M
TYL
Tyler Technologies Inc

Technology
8.07K
+ 1069.14%
$576.64 - $635.69 $4.65M - $5.13M
8.83K $5.09M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
97K
+ 259.27%
$46.9 - $50.96 $4.55M - $4.94M
134K $6.37M
SPYG
Spdr Portfolio

ETFs
15.7K
+ 2.54%
$81.74 - $91.38 $1.29M - $1.44M
634K $55.8M
DBA
Invesco Db Agriculture Fund

ETFs
160K
+ 61.44%
$24.81 - $27.83 $3.97M - $4.45M
420K $11.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
46.5K
+ 14.79%
$58.39 - $67.04 $2.72M - $3.12M
361K $22.9M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
48.3K
+ 75.6%
$79.95 - $89.42 $3.86M - $4.32M
112K $9.38M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
105K
+ 5.88%
$29.73 - $30.81 $3.13M - $3.24M
1.89M $57.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
160K
+ 17.92%
$50.06 - $55.0 $8.03M - $8.82M
1.06M $53M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
75.7K
+ 43.98%
$49.03 - $53.35 $3.71M - $4.04M
248K $12.7M
CTAS
Cintas Corp

Industrials
28.9K
+ 61.46%
$182.7 - $226.47 $5.27M - $6.53M
75.8K $13.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
174K
+ 88.82%
$23.25 - $23.37 $4.05M - $4.07M
370K $8.63M
WPC
W. P. Carey Inc.

Real Estate
74.1K
+ 1727.6%
$53.44 - $61.33 $3.96M - $4.54M
78.3K $4.27M
PAUG
Innovator U.S. Equity Power Bu

ETFs
98.2K
+ 32.25%
$37.61 - $38.92 $3.69M - $3.82M
403K $15.5M
PSLV
Sprott Physical Silver Trust

Financial Services
432K
+ 177.6%
$9.65 - $11.76 $4.17M - $5.08M
675K $6.51M
GE
General Electric CO

Industrials
30.8K
+ 57.58%
$159.95 - $194.23 $4.92M - $5.98M
84.2K $14M
VONG
Vanguard Russell 1000 Growth E

ETFs
32.1K
+ 33.42%
$95.27 - $107.82 $3.06M - $3.46M
128K $13.2M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
178K
+ 76.99%
$22.71 - $23.47 $4.05M - $4.18M
410K $9.34M
BA
Boeing CO

Industrials
8.45K
+ 8.93%
$138.14 - $180.72 $1.17M - $1.53M
103K $18.2M
OMFL
Invesco Exchange Traded Self I

ETFs
66.9K
+ 41.44%
$52.49 - $56.58 $3.51M - $3.79M
228K $12.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
20.7K
+ 5.58%
$124.26 - $134.12 $2.57M - $2.77M
391K $50.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
203K
+ 7.09%
$44.87 - $46.86 $9.13M - $9.53M
3.07M $138M
GNL
Global Net Lease, Inc.

Real Estate
512K
+ 2272.81%
$7.02 - $8.61 $3.6M - $4.41M
535K $3.91M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
155K
+ 1716.85%
$23.8 - $24.11 $3.69M - $3.74M
164K $3.93M
JXN
Jackson Financial Inc.

Financial Services
43.3K
+ 268.56%
$84.91 - $113.74 $3.67M - $4.92M
59.4K $5.17M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.05K
+ 4.46%
$172.07 - $207.36 $868K - $1.05M
118K $23.4M
DLR
Digital Realty Trust, Inc.

Real Estate
20K
+ 238.09%
$156.46 - $195.69 $3.12M - $3.91M
28.4K $5.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
23.3K
+ 4.25%
$176.42 - $186.91 $4.1M - $4.35M
571K $102M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
73.4K
+ 26.77%
$49.79 - $51.14 $3.66M - $3.76M
348K $17.4M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
57.7K
+ 16.89%
$63.01 - $68.55 $3.64M - $3.96M
400K $25.3M
IWV
Ishares Russell 3000 ETF

ETFs
9.02K
+ 19.13%
$323.08 - $349.08 $2.91M - $3.15M
56.2K $18.8M
NOW
Service Now, Inc.

Technology
1.07K
+ 8.17%
$867.18 - $1148.42 $930K - $1.23M
14.2K $15.1M
MRVL
Marvell Technology, Inc.

Technology
15K
+ 34.94%
$70.31 - $124.78 $1.06M - $1.88M
58K $6.41M
IWR
Ishares Russell Mid Cap ETF

ETFs
36.8K
+ 23.48%
$87.25 - $95.52 $3.21M - $3.51M
193K $17.1M
IOO
Ishares Tr Global 100 ETF

ETFs
31.9K
+ 74.56%
$97.46 - $103.45 $3.11M - $3.3M
74.7K $7.53M
IYLD
Ishares Tr Ishares Morningstar

ETFs
167K
+ 240.33%
$19.48 - $20.66 $3.26M - $3.46M
237K $4.62M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
97.5K
+ 28.67%
$39.3 - $41.34 $3.83M - $4.03M
437K $17.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.6K
+ 2.38%
$66.77 - $71.52 $1.57M - $1.68M
1.01M $69.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
98.9K
+ 10.25%
$35.45 - $40.33 $3.51M - $3.99M
1.06M $38.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.2K
+ 13.72%
$96.64 - $101.23 $4.47M - $4.68M
383K $37.1M
FDVV
Fidelity High Dividend ETF

ETFs
63.6K
+ 21.81%
$49.66 - $52.63 $3.16M - $3.35M
355K $17.7M
JXI
Ishares Tr Global Utils ETF

ETFs
47.3K
+ 316.12%
$63.23 - $71.27 $2.99M - $3.37M
62.2K $3.99M
OKE
Oneok Inc

Energy
18.4K
+ 15.8%
$92.28 - $117.05 $1.7M - $2.16M
135K $13.6M
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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