Vista Investment Management Purchases in Q2 2025

Vista Investment Management

  • $254 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
8.01K
+ 71.71%
$150.57 - $212.76 $1.21M - $1.7M
19.2K $4.08M
DIS
Walt Disney CO

Communication Services
306
+ 1.41%
$81.72 - $124.01 $25K - $37.9K
22K $2.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
+ 21.68%
$141.37 - $228.57 $159K - $256K
6.3K $1.43M
WCC
Wesco International Inc

Industrials
191
+ 1.29%
$132.86 - $186.1 $25.4K - $35.5K
15K $2.78M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
18.9K
+ 7.97%
$24.96 - $25.5 $471K - $481K
256K $6.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
289
+ 0.89%
$152.42 - $182.82 $44K - $52.8K
32.8K $6M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
740
+ 0.9%
$52.66 - $64.01 $39K - $47.4K
82.9K $5.31M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.72K
+ 12.32%
$38.78 - $49.2 $222K - $281K
52.2K $2.54M
VHT
Vanguard Health Care ETF

ETFs
1.8K
+ 83.92%
$236.71 - $261.92 $426K - $472K
3.95K $980K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.44K
+ 9.38%
$49.89 - $62.13 $172K - $214K
40.1K $2.49M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.52K
+ 4.09%
$32.66 - $40.75 $82.3K - $103K
64.2K $2.6M
SPMD
Spdr Portfolio

ETFs
1.96K
+ 2.65%
$44.89 - $54.38 $88.1K - $107K
76.1K $4.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.2K
+ 3.33%
$49.79 - $50.75 $259K - $264K
161K $8.18M
GOOGL
Alphabet Inc.

Communication Services
55
+ 0.48%
$144.7 - $178.6 $7.96K - $9.82K
11.6K $2.05M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
9.2K
+ 3.58%
$17.99 - $18.99 $166K - $175K
266K $5.05M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
78
+ 0.22%
$140.84 - $163.09 $11K - $12.7K
36.3K $5.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
204
+ 0.48%
$90.56 - $109.49 $18.5K - $22.3K
42.7K $4.67M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.18K
+ 1.87%
$32.62 - $33.58 $136K - $140K
228K $7.64M
LLY
Eli Lilly & CO

Healthcare
257
New
$713.71 - $898.95 $183K - $231K
257 $200K
BFH
Bread Financial Holdings, Inc.

Financial Services
374
+ 1.71%
$41.88 - $57.12 $15.7K - $21.4K
22.2K $1.27M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
285
+ 0.66%
$51.16 - $62.02 $14.6K - $17.7K
43.2K $2.68M
VRIG
Invesco Actively Managed ETF F

ETFs
6.97K
+ 6.58%
$24.89 - $25.14 $173K - $175K
113K $2.83M
FCOM
Fidelity Covington Tr Msci Com

ETFs
91
+ 0.51%
$50.44 - $64.81 $4.59K - $5.9K
18K $1.17M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
508
+ 1.88%
$30.25 - $38.85 $15.4K - $19.7K
27.6K $1.07M
NWBI
Northwest Bancshares, Inc.

Financial Services
10.6K
New
$10.9 - $12.84 $116K - $136K
10.6K $135K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.5K
+ 18.93%
$50.52 - $50.92 $126K - $127K
15.7K $799K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
6.17K
+ 28.12%
$18.28 - $18.7 $113K - $115K
28.1K $525K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.12K
+ 4.65%
$50.48 - $50.71 $107K - $107K
47.6K $2.41M
BSCU
Invesco Exc Self Ind Tr

ETFs
1.18K
+ 0.27%
$16.31 - $16.78 $19.3K - $19.8K
439K $7.36M
GLW
Corning Inc

Technology
839
+ 10.45%
$39.07 - $52.59 $32.8K - $44.1K
8.87K $466K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.89K
+ 11.14%
$48.46 - $50.2 $91.3K - $94.6K
18.8K $933K
GE
General Electric CO

Industrials
18
+ 1.31%
$166.81 - $257.39 $3K - $4.63K
1.39K $358K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
271
+ 3.98%
$114.78 - $133.31 $31.1K - $36.1K
7.08K $943K
IEMG
Ishares Inc

ETFs
1.15K
+ 8.65%
N/A
14.4K $773K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.85K
+ 14.7%
$30.29 - $30.83 $56K - $57K
14.4K $444K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
984
+ 3.98%
$50.36 - $50.68 $49.6K - $49.9K
25.7K $1.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 0.06%
$57.14 - $72.68 $171 - $218
5.03K $365K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
635
+ 6.6%
$35.35 - $42.68 $22.4K - $27.1K
10.3K $436K
XLC
Select Sector Spdr Tr Communic

ETFs
36
+ 1.45%
$86.13 - $108.53 $3.1K - $3.91K
2.52K $273K
XLB
Select Sector Spdr Fd Material

ETFs
133
+ 1.44%
$74.27 - $88.92 $9.88K - $11.8K
9.39K $824K
AUB
Atlantic Union Bankshares Corp

Financial Services
798
+ 8.67%
$23.85 - $32.24 $19K - $25.7K
10K $312K
INGR
Ingredion Inc

Consumer Defensive
89
+ 0.83%
$123.22 - $140.95 $11K - $12.5K
10.8K $1.46M
FPE
First Tr Pfd Secs & Income ETF

ETFs
435
+ 2.93%
$16.93 - $17.81 $7.36K - $7.75K
15.3K $271K
SVOL
Simplify ETF Simplify Volatili

ETFs
306
+ 2.49%
$13.97 - $19.98 $4.27K - $6.11K
12.6K $231K
AZN
Astrazeneca PLC

Healthcare
1.06K
+ 5.57%
$64.87 - $75.0 $68.4K - $79.1K
20K $1.4M
TXN
Texas Instruments Inc

Technology
19
+ 0.45%
N/A
4.23K $822K
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.65K
+ 1.62%
N/A
104K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
20.2K
+ 37.1%
N/A
74.8K $0
Coherent Corp
1.72K
+ 5.56%
N/A
32.6K $0
Activity Summary
Buys All Purchases 58 New Holdings 2 Increased Positions 56 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 2 Puts 0
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