Invst, LLC New Holdings in Q2 2025

Invst, LLC

  • $772 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
147K
New
$82.32 - $112.47 $12.1M - $16.5M
147K $16.5M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
372K
New
$30.96 - $40.6 $11.5M - $15.1M
372K $15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
305K
New
$45.9 - $47.2 $14M - $14.4M
305K $14.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
94.6K
New
$50.09 - $51.09 $4.74M - $4.83M
94.6K $4.83M
JPIE
J P Morgan Exchange Traded Fd
73.2K
New
$45.12 - $46.32 $3.3M - $3.39M
73.2K $3.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15.6K
New
$108.12 - $135.04 $1.69M - $2.11M
15.6K $2.11M
LNC
Lincoln National Corp

Financial Services
29.4K
New
$28.95 - $37.27 $852K - $1.1M
29.4K $1.02M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.75K
New
$102.02 - $103.5 $893K - $906K
8.75K $900K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
14.3K
New
$48.22 - $60.41 $688K - $862K
14.3K $852K
MCHP
Microchip Technology Inc

Technology
9.29K
New
$35.34 - $71.6 $328K - $665K
9.29K $653K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.28K
New
$100.35 - $100.71 $630K - $632K
6.28K $632K
MLN
Vaneck Long Muni ETF

ETFs
26.7K
New
$16.49 - $17.52 $440K - $467K
26.7K $450K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.72K
New
$43.65 - $45.44 $424K - $442K
9.72K $441K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.75K
New
$91.43 - $91.74 $434K - $435K
4.75K $435K
PLTR
Palantir Technologies Inc.

Technology
2.87K
New
$74.01 - $144.25 $212K - $413K
2.87K $390K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.54K
New
$49.79 - $50.75 $375K - $383K
7.54K $382K
IBM
International Business Machines Corp

Technology
1.2K
New
$221.03 - $294.78 $265K - $354K
1.2K $353K
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
New
$19.6 - $24.44 $278K - $347K
14.2K $347K
XLU
Utilities Sector Spdr

ETFs
3.51K
New
$73.09 - $82.77 $257K - $291K
3.51K $286K
ETN
Eaton Corp PLC

Industrials
764
New
$246.52 - $356.99 $188K - $273K
764 $272K
T
At&T Inc.

Communication Services
9.42K
New
$26.33 - $28.94 $248K - $272K
9.42K $272K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.67K
New
$96.84 - $99.46 $258K - $265K
2.67K $264K
HWM
Howmet Aerospace Inc.

Industrials
1.37K
New
$112.33 - $186.13 $154K - $255K
1.37K $254K
IWF
Ishares Russell 1000 Gr ETF

ETFs
597
New
$320.42 - $424.58 $191K - $253K
597 $253K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.45K
New
$99.1 - $99.49 $243K - $244K
2.45K $243K
STLD
Steel Dynamics Inc

Basic Materials
2.42K
New
N/A
2.42K $237K
XT
Ishares Tr Exponential Technol

ETFs
3.6K
New
$49.86 - $65.25 $179K - $235K
3.6K $234K
CSCO
Cisco Systems, Inc.

Technology
3.29K
New
$53.19 - $69.38 $175K - $228K
3.29K $228K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.11K
New
$95.65 - $116.49 $202K - $246K
2.11K $220K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.2K
New
$151.62 - $183.47 $182K - $220K
1.2K $220K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
965
New
$141.37 - $228.57 $136K - $221K
965 $218K
ADBE
Adobe Inc.

Technology
554
New
$340.0 - $420.68 $188K - $233K
554 $214K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.77K
New
$45.98 - $56.15 $173K - $212K
3.77K $211K
ADI
Analog Devices Inc

Technology
872
New
$164.6 - $238.02 $144K - $208K
872 $207K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.9K
New
$59.24 - $71.39 $172K - $207K
2.9K $206K
MVIS
Microvision, Inc.

Technology
32.9K
New
N/A
32.9K $34K
Dimensional ETF Trust
7.53K
New
N/A
7.53K $0
Blackrock ETF Trust
189K
New
N/A
189K $0
Blackrock ETF Trust
89.5K
New
N/A
89.5K $0
Nyxoah S A
16.3K
New
N/A
16.3K $0
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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