Invst, LLC Incresed Positions in Q2 2025

Invst, LLC

  • $772 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NI
Nisource Inc.

Utilities
320
+ 4.26%
$37.11 - $40.64 $11.9K - $13K
7.83K $315K
ORI
Old Republic International Corp

Financial Services
590
+ 3.4%
$35.25 - $39.79 $20.8K - $23.5K
17.9K $689K
AIG
American International Group, Inc.

Financial Services
219
+ 2.58%
$77.56 - $87.72 $17K - $19.2K
8.69K $744K
VLO
Valero Energy Corp

Energy
10
+ 0.56%
$104.69 - $141.77 $1.05K - $1.42K
1.8K $242K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3
+ 0.01%
$23.32 - $24.45 $70 - $73.4
20.2K $494K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21
+ 0.33%
$51.68 - $52.76 $1.09K - $1.11K
6.31K $332K
LOW
Lowes Companies Inc

Consumer Cyclical
148
+ 5.54%
$210.83 - $235.28 $31.2K - $34.8K
2.82K $625K
ESS
Essex Property Trust, Inc.

Real Estate
1
+ 0.04%
N/A
2.44K $666K
Blackrock ETF Trust Ii
9.11K
+ 9.4%
N/A
106K $0
Blackrock ETF Trust
87
+ 0.34%
N/A
25.9K $0
Tuhura Biosciences Inc
4.4K
+ 23.16%
N/A
23.4K $0
Blackrock ETF Trust Ii
5.11K
+ 96.54%
N/A
10.4K $0
PFF
Ishares Trust Ishares Pfd And

ETFs
4
+ 0.02%
$29.0 - $30.68 $116 - $123
16.2K $497K
Blackrock ETF Trust
10.4K
+ 76.27%
N/A
24K $0
Ishares Bitcoin Trust ETF
151
+ 1.19%
N/A
12.9K $0
Spinnaker ETF Series
11.2K
+ 21.83%
N/A
62.7K $0
Blackrock Inc
11
+ 0.69%
N/A
1.61K $0
Annaly Capital Management In
767
+ 2.21%
N/A
35.4K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.34K
+ 5.16%
$24.32 - $27.87 $32.6K - $37.4K
27.3K $724K
MO
Altria Group, Inc.

Consumer Defensive
327
+ 2.02%
$55.56 - $60.91 $18.2K - $19.9K
16.5K $968K
AMGN
Amgen Inc

Healthcare
75
+ 9.99%
$262.28 - $309.85 $19.7K - $23.2K
826 $230K
MAC
Macerich CO

Real Estate
2.03K
+ 4.84%
$13.24 - $17.71 $26.9K - $36K
44K $711K
DUK
Duke Energy Corp

Utilities
12
+ 0.43%
$112.46 - $124.05 $1.35K - $1.49K
2.81K $331K
JNJ
Johnson & Johnson

Healthcare
78
+ 4.45%
$146.36 - $159.82 $11.4K - $12.5K
1.83K $279K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
503
+ 1.94%
$19.12 - $22.36 $9.62K - $11.2K
26.4K $565K
COLM
Columbia Sportswear CO

Consumer Cyclical
1.56K
+ 20.29%
$59.62 - $77.36 $93K - $121K
9.25K $564K
GL
Globe Life Inc.

Financial Services
176
+ 3.34%
$113.29 - $133.09 $19.9K - $23.4K
5.45K $676K
CNO
Cno Financial Group, Inc.

Financial Services
829
+ 5.1%
$36.12 - $42.37 $29.9K - $35.1K
17.1K $659K
LLY
Eli Lilly & CO

Healthcare
166
+ 5.05%
$713.71 - $898.95 $118K - $149K
3.45K $2.69M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
207
+ 1.88%
$45.07 - $52.57 $9.33K - $10.9K
11.2K $548K
FAF
First American Financial Corp

Financial Services
232
+ 2.0%
$54.11 - $67.0 $12.6K - $15.5K
11.8K $726K
FDX
Fedex Corp

Industrials
235
+ 4.34%
$198.07 - $245.17 $46.5K - $57.6K
5.66K $1.29M
FR
First Industrial Realty Trust Inc

Real Estate
646
+ 5.07%
$43.07 - $54.05 $27.8K - $34.9K
13.4K $644K
IXJ
Ishares Global Healthcare ETF

ETFs
217
+ 1.36%
$82.3 - $90.02 $17.9K - $19.5K
16.2K $1.39M
UDR
Udr, Inc.

Real Estate
49
+ 0.29%
$38.09 - $45.36 $1.87K - $2.22K
16.8K $686K
NBR
Nabors Industries LTD

Energy
5.68K
+ 32.86%
$24.6 - $42.84 $140K - $243K
23K $643K
CVX
Chevron Corp

Energy
276
+ 5.18%
$133.73 - $168.51 $36.9K - $46.5K
5.61K $803K
PG
Procter & Gamble CO

Consumer Defensive
149
+ 1.25%
$157.66 - $172.39 $23.5K - $25.7K
12.1K $1.92M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
107
+ 0.66%
$52.84 - $72.9 $5.65K - $7.8K
16.2K $1.03M
XOM
Exxon Mobil Corp

Energy
173
+ 1.17%
$99.93 - $119.04 $17.3K - $20.6K
15K $1.62M
Activity Summary
Buys All Purchases 182 New Holdings 41 Increased Positions 141 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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