Vest Gen Advisors, LLC Incresed Positions in Q2 2025

Vest Gen Advisors, LLC

  • $2.51 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
3.73K
+ 1.81%
$45.73 - $47.2 $170K - $176K
210K $9.87B
BSMT
Invesco Bulletshares 2029 Muni

ETFs
7.64K
+ 5.77%
$22.22 - $22.92 $170K - $175K
140K $3.2B
FV
First Trust Dorsey Wright Focu

ETFs
108
+ 0.25%
$48.43 - $59.26 $5.23K - $6.4K
42.9K $2.54B
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.03%
$183.37 - $234.7 $183 - $235
3K $812M
IWS
Ishares Russell Midcap Value E

ETFs
132
+ 0.48%
$110.58 - $132.14 $14.6K - $17.4K
27.5K $3.63B
BSJR
Invesco Indx Tr

ETFs
7.54K
+ 49.1%
$21.81 - $22.71 $164K - $171K
22.9K $520M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
2.03K
+ 2.15%
$32.99 - $38.56 $67.1K - $78.4K
96.7K $3.67B
SPOT
Spotify Technology S.A.

Communication Services
33
+ 4.99%
$503.3 - $775.9 $16.6K - $25.6K
694 $533M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.25K
+ 2.0%
$19.44 - $19.56 $141K - $142K
369K $7.22B
AMGN
Amgen Inc

Healthcare
782
+ 32.97%
$262.28 - $309.85 $205K - $242K
3.15K $899M
BSMU
Invesco Exchange Self Ind Tr

ETFs
6.8K
+ 9.59%
$20.97 - $21.71 $143K - $148K
77.7K $1.68B
SUB
Ishares Short Term National Mu

ETFs
1.35K
+ 29.28%
$104.77 - $106.34 $141K - $144K
5.96K $636M
MLM
Martin Marietta Materials Inc

Basic Materials
56
+ 3.36%
$452.51 - $568.19 $25.3K - $31.8K
1.72K $946M
SO
Southern CO

Utilities
1.59K
+ 55.01%
$84.91 - $92.56 $135K - $147K
4.47K $411M
TFC
Truist Financial Corp

Financial Services
2.14K
+ 8.96%
$34.79 - $42.99 $74.4K - $91.9K
26K $1.12B
Invesco Exchange Traded Fd T
1.47K
+ 20.67%
N/A
8.59K $591M
GD
General Dynamics Corp

Industrials
392
+ 36.0%
$247.68 - $291.66 $97.1K - $114K
1.48K $432M
EFA
Ishares Tr Msci Eafe ETF

ETFs
117
+ 0.73%
$72.96 - $90.39 $8.54K - $10.6K
16.2K $1.45B
CGCP
Capital Group Core Plus Income

ETFs
5.25K
+ 3.15%
$21.92 - $22.56 $115K - $118K
172K $3.87B
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
5.47K
+ 39.09%
$20.29 - $21.52 $111K - $118K
19.5K $418M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.33K
+ 35.48%
$20.93 - $22.05 $111K - $117K
20.3K $448M
F
Ford Motor CO

Consumer Cyclical
10.5K
+ 103.36%
$8.69 - $10.85 $91.2K - $114K
20.6K $224M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
4.71K
+ 2.4%
$23.03 - $23.64 $108K - $111K
201K $4.74B
JMBS
Janus Detroit Str Tr Henderson

ETFs
2.73K
+ 6.29%
$43.89 - $45.45 $120K - $124K
46.1K $2.07B
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
4.03K
+ 37.72%
N/A
14.7K $382M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.07%
$59.24 - $71.39 $948 - $1.14K
21.5K $1.53B
BSMS
Invesco Bulletshares 2028 Muni

ETFs
3.89K
+ 2.83%
$22.66 - $23.35 $88.2K - $90.9K
141K $3.29B
RTO
Rentokil Initial PLC

Industrials
2.47K
+ 2.37%
$19.89 - $24.42 $49.2K - $60.4K
107K $2.49B
MRVL
Marvell Technology, Inc.

Technology
571
+ 16.91%
$49.38 - $79.97 $28.2K - $45.7K
3.95K $305M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.79K
+ 9.4%
$51.14 - $57.0 $91.7K - $102K
20.9K $1.19B
SNPS
Synopsys Inc

Technology
72
+ 10.21%
$380.9 - $517.66 $27.4K - $37.3K
777 $398M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
892
+ 10.88%
$96.84 - $99.46 $86.4K - $88.7K
9.09K $902M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.9K
+ 23.02%
$27.01 - $28.59 $78.3K - $82.9K
15.5K $441M
ADSK
Autodesk, Inc.

Technology
136
+ 15.54%
N/A
1.01K $313M
Invesco Exch Trd Slf Idx Fd
3.51K
+ 12.53%
N/A
31.5K $771M
ON
On Semiconductor Corp

Technology
108
+ 1.69%
$31.95 - $54.21 $3.45K - $5.85K
6.49K $340M
KO
Coca Cola CO

Consumer Defensive
1.44K
+ 8.82%
$68.37 - $73.9 $98.5K - $106K
17.8K $1.25B
XLF
Financial Sector Spdr

ETFs
320
+ 1.33%
$43.92 - $52.37 $14.1K - $16.8K
24.3K $1.27B
CL
Colgate Palmolive CO

Consumer Defensive
954
+ 22.35%
$87.57 - $96.0 $83.5K - $91.6K
5.22K $475M
DUK
Duke Energy Corp

Utilities
696
+ 27.48%
$112.46 - $124.05 $78.3K - $86.3K
3.23K $381M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.26K
+ 8.25%
$28.21 - $28.85 $63.9K - $65.3K
29.7K $855M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
29
+ 0.39%
$108.87 - $133.04 $3.16K - $3.86K
7.55K $1B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
433
+ 2.16%
$26.69 - $33.44 $11.6K - $14.5K
20.4K $672M
EPI
Wisdomtree Tr India Earnings F

ETFs
634
+ 6.68%
$41.3 - $47.52 $26.2K - $30.1K
10.1K $481M
CARR
Carrier Global Corp

Industrials
248
+ 5.17%
$55.55 - $75.83 $13.8K - $18.8K
5.04K $369M
MDLZ
Mondelez International, Inc.

Consumer Defensive
926
+ 15.27%
$63.54 - $68.5 $58.8K - $63.4K
6.99K $471M
AEP
American Electric Power CO Inc

Utilities
689
+ 29.21%
$98.59 - $109.11 $67.9K - $75.2K
3.05K $316M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
830
+ 5.5%
$37.73 - $43.54 $31.3K - $36.1K
15.9K $688M
BMO
Bank Of Montreal

Financial Services
2
+ 0.06%
$87.54 - $110.63 $175 - $221
3.37K $373M
Activity Summary
Buys All Purchases 329 New Holdings 70 Increased Positions 259 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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