Kestra Advisory Services, LLC Sells in Q4 2024

Kestra Advisory Services, LLC

  • $17.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.89K
- 0.23%
$40.15 - $42.9 $156K - $167K
1.66M $67M
VEEV
Veeva Systems Inc

Healthcare
-3.04K
- 38.49%
$201.81 - $250.45 $614K - $762K
4.87K $1.02M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-11.1K
- 8.73%
$28.89 - $31.63 $321K - $352K
116K $3.39M
IXC
Ishares Tr Global Energy ETF

ETFs
-11.3K
- 12.96%
$36.95 - $43.06 $416K - $485K
75.7K $2.89M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.97K
- 10.02%
$209.89 - $233.24 $414K - $460K
17.7K $3.76M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-1.91K
- 23.21%
$260.96 - $307.26 $499K - $588K
6.33K $1.72M
SJNK
Spdr Bloomberg Short Term High

ETFs
-21.2K
- 12.14%
$25.09 - $25.69 $531K - $544K
153K $3.87M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-30K
- 12.59%
$20.98 - $21.19 $629K - $635K
208K $4.38M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-15.2K
- 50.75%
$40.26 - $44.35 $613K - $676K
14.8K $612K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-8.91K
- 72.28%
$61.21 - $76.19 $545K - $679K
3.42K $256K
PRU
Prudential Financial Inc

Financial Services
-3.99K
- 7.86%
$114.59 - $129.52 $457K - $517K
46.8K $5.54M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-11.9K
- 33.44%
$50.0 - $50.27 $596K - $599K
23.7K $1.19M
MSCI
Msci Inc.

Financial Services
-1.15K
- 21.7%
$569.09 - $635.99 $652K - $729K
4.13K $2.48M
SLB
Schlumberger Limited

Energy
-8.99K
- 12.95%
$36.83 - $45.59 $331K - $410K
60.4K $2.32M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-3.93K
- 4.25%
$94.77 - $97.36 $372K - $383K
88.6K $8.46M
CPB
Campbell Soup CO

Consumer Defensive
-4.05K
- 6.84%
$41.42 - $48.71 $168K - $197K
55.1K $2.31M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-10.4K
- 43.41%
$32.56 - $42.89 $339K - $447K
13.6K $449K
GNRC
Generac Holdings Inc.

Industrials
-3.5K
- 33.64%
$154.28 - $195.11 $539K - $682K
6.89K $1.07M
HPI
John Hancock Preferred Income Fund

Financial Services
-18.6K
- 15.76%
$16.37 - $19.3 $304K - $358K
99.2K $1.65M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-26.7K
- 9.51%
$19.8 - $20.06 $528K - $535K
254K $5.04M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-15.6K
- 28.27%
$27.88 - $30.51 $436K - $477K
39.7K $1.11M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-8.97K
- 29.21%
$34.66 - $42.95 $311K - $385K
21.8K $767K
SYK
Stryker Corp

Healthcare
-1.23K
- 1.22%
$345.14 - $392.15 $423K - $481K
99.1K $35.7M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-6.72K
- 10.56%
$36.15 - $41.9 $243K - $282K
57K $2.07M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-21K
- 9.84%
$19.99 - $20.7 $420K - $435K
192K $3.85M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-21.3K
- 23.4%
$23.42 - $24.25 $499K - $517K
69.7K $1.65M
LGOV
First Tr ETF Iv Long Duration

ETFs
-16.1K
- 11.75%
$20.75 - $22.49 $335K - $363K
121K $2.53M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2.7K
- 4.5%
$278.19 - $315.36 $751K - $852K
57.3K $16.5M
FSIG
First Tr ETF Iv LTD Duration I
-24.6K
- 9.84%
$18.8 - $19.23 $463K - $473K
225K $4.25M
LDOS
Leidos Holdings, Inc.

Technology
-2.92K
- 45.1%
$143.17 - $201.39 $417K - $587K
3.55K $511K
BMY
Bristol Myers Squibb CO

Healthcare
-32.2K
- 12.12%
$51.92 - $59.94 $1.67M - $1.93M
233K $13.2M
ALC
Alcon Inc

Healthcare
-4.48K
- 42.94%
$83.87 - $99.15 $376K - $444K
5.96K $505K
IYR
Ishares Tr

ETFs
-3.19K
- 11.62%
$90.74 - $102.87 $289K - $328K
24.2K $2.25M
IT
Gartner Inc

Technology
-907
- 21.53%
$481.22 - $551.8 $436K - $500K
3.31K $1.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.51K
- 9.0%
$99.04 - $109.59 $249K - $275K
25.4K $2.53M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.49K
- 4.96%
$114.08 - $125.68 $170K - $188K
28.6K $3.27M
PHM
Pultegroup Inc

Consumer Cyclical
-55
- 0.37%
$108.86 - $149.04 $5.99K - $8.2K
14.7K $1.6M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-7.56K
- 12.33%
$47.77 - $51.75 $361K - $391K
53.7K $2.6M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-3.82K
- 44.0%
$125.5 - $148.67 $479K - $568K
4.86K $643K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-20.8K
- 34.26%
$23.55 - $23.9 $490K - $498K
40K $943K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-12.8K
- 43.32%
$31.31 - $35.01 $400K - $447K
16.7K $523K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-15.9K
- 32.58%
$30.67 - $30.84 $488K - $491K
32.9K $1.01M
A
Agilent Technologies, Inc.

Healthcare
-1.68K
- 8.79%
$125.69 - $146.56 $211K - $246K
17.4K $2.34M
SKYY
First Trust Cloud Computing Et

ETFs
-15.6K
- 19.26%
$99.98 - $130.46 $1.56M - $2.03M
65.2K $7.77M
IQV
Iqvia Holdings Inc.

Healthcare
-1.12K
- 16.63%
$190.97 - $236.63 $213K - $264K
5.6K $1.1M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-9.61K
- 63.82%
$49.58 - $50.28 $477K - $483K
5.45K $271K
WOLF
Wolfspeed, Inc.

Technology
-43.8K
- 71.53%
$6.44 - $16.2 $282K - $709K
17.4K $116K
FICO
Fair Isaac Corp

Technology
-257
- 27.75%
$1911.01 - $2382.4 $491K - $612K
669 $1.33M
AWK
American Water Works Company, Inc.

Utilities
-2.13K
- 23.88%
$123.83 - $146.07 $263K - $311K
6.78K $843K
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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