Kestra Advisory Services, LLC Sells in Q3 2025

Kestra Advisory Services, LLC

  • $20.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SUN
Sunoco LP

Energy
-44.3K
- 70.01%
$48.42 - $55.31 $2.15M - $2.45M
19K $949K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-55.8K
- 25.44%
$43.36 - $44.8 $2.42M - $2.5M
164K $7.27M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-112K
- 15.94%
$27.61 - $29.15 $3.08M - $3.26M
589K $17.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-198K
- 48.88%
$11.15 - $11.87 $2.21M - $2.35M
207K $2.4M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-97.4K
- 36.41%
$23.27 - $25.46 $2.27M - $2.48M
170K $4.21M
STWD
Starwood Property Trust, Inc.

Real Estate
-95.9K
- 32.74%
$19.37 - $20.97 $1.86M - $2.01M
197K $3.82M
LADR
Ladder Capital Corp

Real Estate
-188K
- 77.56%
$10.86 - $11.81 $2.04M - $2.21M
54.2K $591K
VNLA
Janus Henderson Short Duration

ETFs
-40.9K
- 23.12%
$48.99 - $49.29 $2.01M - $2.02M
136K $6.71M
IRT
Independence Realty Trust, Inc.

Real Estate
-106K
- 51.4%
$16.35 - $18.11 $1.73M - $1.91M
99.9K $1.64M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-87.9K
- 19.57%
$22.64 - $23.22 $1.99M - $2.04M
361K $8.35M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-81.6K
- 55.63%
$23.29 - $23.38 $1.9M - $1.91M
65.1K $1.52M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-39.7K
- 52.92%
$48.97 - $51.59 $1.94M - $2.05M
35.3K $1.82M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-42.2K
- 16.27%
$46.84 - $48.45 $1.98M - $2.05M
217K $10.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-18.1K
- 29.5%
$102.4 - $103.88 $1.85M - $1.88M
43.2K $4.46M
SNY
Sanofi

Healthcare
-37.5K
- 60.42%
$45.07 - $51.35 $1.69M - $1.92M
24.5K $1.16M
AB
Alliancebernstein Holding L.P.

Financial Services
-41.8K
- 53.12%
$37.76 - $42.88 $1.58M - $1.79M
36.9K $1.41M
BOTZ
Global X Fds

ETFs
-77.5K
- 22.19%
$32.14 - $35.96 $2.49M - $2.79M
272K $9.63M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-306K
- 60.04%
$5.7 - $6.01 $1.74M - $1.84M
203K $1.21M
EPI
Wisdomtree Tr India Earnings F

ETFs
-14K
- 4.13%
$43.79 - $47.63 $612K - $666K
324K $14.3M
XLV
Select Sector Spdr Fund Health

ETFs
-15.4K
- 10.94%
$129.01 - $139.72 $1.99M - $2.15M
126K $17.5M
NOCT
Innovator Growth 100 Power Buf

ETFs
-28.5K
- 54.11%
$54.27 - $56.81 $1.55M - $1.62M
24.2K $1.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
-9.41K
- 6.94%
$282.75 - $294.19 $2.66M - $2.77M
126K $37.1M
CTRA
Coterra Energy Inc.

Energy
-34K
- 8.66%
$23.09 - $25.45 $784K - $865K
358K $8.48M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-23.3K
- 18.66%
$82.96 - $95.7 $1.93M - $2.23M
101K $9.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29.6K
- 5.09%
$50.47 - $50.74 $1.49M - $1.5M
552K $28M
IYC
Ishares U.S. Consumer Discreti

ETFs
-14.9K
- 79.78%
$98.12 - $105.85 $1.46M - $1.58M
3.78K $396K
MCO
Moodys Corp

Financial Services
-732
- 1.64%
$472.69 - $521.32 $346K - $382K
43.9K $20.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
-28.9K
- 9.93%
$92.26 - $97.51 $2.66M - $2.82M
262K $25.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-3.14K
- 62.96%
$422.75 - $485.53 $1.33M - $1.52M
1.85K $797K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-42.5K
- 21.87%
$37.32 - $38.38 $1.59M - $1.63M
152K $5.82M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.65K
- 16.85%
$159.87 - $247.68 $424K - $657K
13.1K $2.33M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-117K
- 46.03%
$11.51 - $12.4 $1.34M - $1.45M
137K $1.68M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-59.4K
- 19.34%
$29.18 - $31.13 $1.73M - $1.85M
248K $7.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.81K
- 15.96%
$167.28 - $188.45 $805K - $907K
25.3K $4.27M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-46.5K
- 24.83%
$30.43 - $31.63 $1.41M - $1.47M
141K $4.45M
FIVA
Fidelity Covington Tr

ETFs
-46.8K
- 43.5%
$29.03 - $31.44 $1.36M - $1.47M
60.8K $1.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-11.8K
- 18.19%
$109.11 - $111.88 $1.28M - $1.32M
52.9K $5.88M
DOV
Dover Corp

Industrials
-983
- 1.53%
$165.59 - $190.9 $163K - $188K
63.3K $10.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14.7K
- 6.47%
$82.38 - $83.0 $1.21M - $1.22M
213K $17.6M
GNL
Global Net Lease, Inc.

Real Estate
-183K
- 34.52%
$6.85 - $8.33 $1.26M - $1.53M
348K $2.83M
HEFA
Ishares Currency Hedged Msci E

ETFs
-37.3K
- 20.66%
$37.2 - $39.61 $1.39M - $1.48M
143K $5.68M
CI
Cigna Corp

Healthcare
-1.61K
- 9.65%
$262.23 - $334.39 $423K - $540K
15.1K $4.36M
HYG
Ishares Tr

ETFs
-16K
- 6.43%
$79.85 - $81.32 $1.28M - $1.3M
233K $18.9M
ZS
Zscaler, Inc.

Technology
-2.98K
- 17.1%
$267.68 - $316.5 $797K - $943K
14.4K $4.33M
OHI
Omega Healthcare Investors Inc

Real Estate
-43K
- 35.25%
$36.29 - $43.34 $1.56M - $1.86M
78.9K $3.33M
FDHY
Fidelity Covington Trust High

ETFs
-23.4K
- 40.6%
$48.66 - $49.64 $1.14M - $1.16M
34.3K $1.69M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.53K
- 19.91%
$138.59 - $171.12 $628K - $776K
18.2K $2.57M
AXON
Axon Enterprise, Inc.

Industrials
-987
- 26.22%
$698.02 - $870.97 $689K - $860K
2.78K $1.99M
INTU
Intuit Inc

Technology
-1
- 0.01%
$646.03 - $807.39 $646 - $807
10.6K $7.21M
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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