Kestra Advisory Services, LLC New Holdings in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VPN
Global X Fds Data Ctr Reits &

ETFs
26.4K
New
N/A
26.4K $420K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
10.6K
New
$34.96 - $39.55 $371K - $420K
10.6K $413K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
5.29K
New
$71.75 - $79.74 $380K - $422K
5.29K $413K
PGP
Pimco Global Stocks Plus & Income Fund

Financial Services
47.8K
New
$8.19 - $8.61 $391K - $411K
47.8K $410K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
17.4K
New
$22.78 - $23.33 $397K - $407K
17.4K $399K
GLOV
Goldman Sachs ETF Tr Activebet

ETFs
6.95K
New
$54.17 - $57.2 $376K - $397K
6.95K $396K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
13K
New
$28.77 - $29.79 $374K - $388K
13K $385K
NUSC
Nuveen Esg Small Cap ETF

ETFs
8.58K
New
$40.43 - $44.52 $347K - $382K
8.58K $378K
JPIB
Jpmorgan International Bond Op

ETFs
7.55K
New
$48.32 - $49.13 $365K - $371K
7.55K $370K
PII
Polaris Inc.

Consumer Cyclical
6.3K
New
$44.87 - $59.95 $283K - $378K
6.3K $366K
HYHG
Proshares High Yield Interest

ETFs
5.54K
New
$64.04 - $65.34 $355K - $362K
5.54K $360K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
14.7K
New
$24.03 - $24.57 $353K - $361K
14.7K $358K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
7.46K
New
$47.02 - $47.71 $351K - $356K
7.46K $355K
PINE
Alpine Income Property Trust, Inc.

Real Estate
25K
New
$13.96 - $15.47 $349K - $387K
25K $353K
IOT
Samsara Inc.

Technology
9.44K
New
$32.22 - $42.09 $304K - $397K
9.44K $351K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
11.7K
New
$29.41 - $32.05 $345K - $376K
11.7K $348K
EWP
Ishares Inc Msci Spain ETF

ETFs
6.91K
New
$43.48 - $49.5 $300K - $342K
6.91K $341K
RDVT
Red Violet, Inc.

Technology
6.5K
New
$41.14 - $52.46 $267K - $341K
6.5K $337K
MRSK
Toews Agility Shares Managed R

Technology
9.47K
New
$33.48 - $35.68 $317K - $338K
9.47K $337K
CLH
Clean Harbors Inc

Industrials
1.45K
New
$225.84 - $250.43 $328K - $364K
1.45K $337K
SNEX
Stone X Group Inc.

Financial Services
3.33K
New
$81.94 - $104.56 $273K - $348K
3.33K $335K
PCTY
Paylocity Holding Corp

Technology
2.07K
New
$159.27 - $190.36 $329K - $393K
2.07K $329K
IONS
Ionis Pharmaceuticals Inc

Healthcare
4.97K
New
$39.94 - $65.42 $199K - $325K
4.97K $325K
NYT
New York Times CO

Communication Services
5.66K
New
$51.43 - $61.95 $291K - $351K
5.66K $324K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
42.7K
New
$6.96 - $7.59 $297K - $324K
42.7K $323K
BRX
Brixmor Property Group Inc.

Real Estate
14.2K
New
N/A
14.2K $323K
COMM
Comm Scope Holding Company, Inc.

Technology
20.8K
New
$7.29 - $16.99 $152K - $353K
20.8K $322K
NFG
National Fuel Gas CO

Energy
3.43K
New
$82.19 - $93.72 $282K - $321K
3.43K $316K
BXP
Boston Properties Inc

Real Estate
4.23K
New
$62.11 - $78.93 $263K - $334K
4.23K $314K
BNL
Broadstone Net Lease, Inc.

Real Estate
17.5K
New
$15.75 - $18.78 $276K - $329K
17.5K $313K
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
6.17K
New
$49.88 - $50.42 $308K - $311K
6.17K $309K
E
Eni Spa

Energy
8.58K
New
$32.55 - $35.93 $279K - $308K
8.58K $299K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
4.56K
New
$40.33 - $66.97 $184K - $305K
4.56K $299K
OSCR
Oscar Health, Inc.

Healthcare
15.7K
New
$13.42 - $20.45 $210K - $320K
15.7K $296K
GLOB
Globant S.A.

Technology
5.11K
New
$55.6 - $93.3 $284K - $476K
5.11K $292K
CADE
Cadence Bank

Financial Services
7.74K
New
$33.44 - $38.12 $259K - $295K
7.74K $290K
PHR
Phreesia, Inc.

Healthcare
12.3K
New
$23.28 - $32.55 $287K - $402K
12.3K $290K
STNG
Scorpio Tankers Inc.

Energy
5.13K
New
$39.9 - $60.85 $205K - $312K
5.13K $287K
CMCL
Caledonia Mining Corp PLC

Basic Materials
8K
New
$19.3 - $36.6 $154K - $293K
8K $287K
SMG
Scotts Miracle Gro CO

Basic Materials
5.04K
New
$55.82 - $70.08 $281K - $353K
5.04K $287K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
8.38K
New
$29.52 - $34.78 $247K - $291K
8.38K $283K
ARGX
Argenx Se

Healthcare
382
New
$538.64 - $768.0 $206K - $293K
382 $281K
ETSY
Etsy Inc

Consumer Cyclical
4.21K
New
$51.36 - $74.34 $216K - $313K
4.21K $279K
DLY
Double Line Yield Opportunities Fund

N/A
18.2K
New
$15.08 - $15.65 $275K - $285K
18.2K $274K
OLP
One Liberty Properties Inc

Real Estate
12.3K
New
$21.73 - $24.46 $268K - $302K
12.3K $273K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.13K
New
$59.11 - $67.35 $244K - $278K
4.13K $273K
ZETA
Zeta Global Holdings Corp.

Technology
13.5K
New
$14.0 - $22.08 $189K - $298K
13.5K $268K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.65K
New
$66.81 - $74.64 $244K - $273K
3.65K $268K
AIR
Aar Corp

Industrials
2.98K
New
$69.47 - $89.67 $207K - $267K
2.98K $267K
Activity Summary
Buys All Purchases 1621 New Holdings 252 Increased Positions 1369 Sells All Sells 1208 Reductions 1208 Sold out 0 Options Calls 6 Puts 3
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