Invst, LLC Sells in Q2 2025

Invst, LLC

  • $772 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-782
- 3.35%
$28.45 - $33.08 $22.2K - $25.9K
22.6K $719K
SPG
Simon Property Group Inc

Real Estate
-95
- 2.03%
$140.37 - $171.44 $13.3K - $16.3K
4.58K $736K
NVO
Novo Nordisk A S

Healthcare
-461
- 6.87%
$58.08 - $81.05 $26.8K - $37.4K
6.25K $431K
WPC
W. P. Carey Inc.

Real Estate
-333
- 2.86%
$56.12 - $64.53 $18.7K - $21.5K
11.3K $704K
ROST
Ross Stores, Inc.

Consumer Cyclical
-215
- 1.75%
$126.62 - $154.26 $27.2K - $33.2K
12.1K $1.54M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-400
- 12.53%
$69.8 - $85.28 $27.9K - $34.1K
2.79K $231K
CAAP
Corporacion America Airports S.A.

Industrials
-4.57K
- 13.61%
$15.97 - $21.92 $72.9K - $100K
29K $587K
SYY
Sysco Corp

Consumer Defensive
-544
- 2.02%
$68.0 - $75.91 $37K - $41.3K
26.4K $2M
CB
Chubb LTD

Financial Services
-6
- 0.83%
$274.32 - $302.46 $1.65K - $1.81K
714 $206K
MMYT
Make My Trip LTD

Consumer Cyclical
-46
- 0.46%
N/A
10K $864K
CME
Cme Group Inc.

Financial Services
-116
- 3.77%
$252.37 - $290.71 $29.3K - $33.7K
2.96K $816K
Celestica Inc
-747
- 5.49%
N/A
12.9K $0
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-147
- 0.42%
$46.39 - $47.84 $6.82K - $7.03K
34.6K $1.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-472
- 5.02%
$51.16 - $62.02 $24.1K - $29.3K
8.93K $553K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-52
- 1.51%
$90.56 - $109.49 $4.71K - $5.69K
3.4K $371K
WMB
Williams Companies, Inc.

Energy
-565
- 3.56%
$54.33 - $62.87 $30.7K - $35.5K
15.3K $962K
V
Visa Inc.

Financial Services
-7
- 0.19%
$308.27 - $373.31 $2.16K - $2.61K
3.65K $1.29M
TFC
Truist Financial Corp

Financial Services
-362
- 2.02%
$34.79 - $42.99 $12.6K - $15.6K
17.6K $756K
LAMR
Lamar Advertising CO

Real Estate
-256
- 3.95%
$102.35 - $121.67 $26.2K - $31.1K
6.22K $754K
MC
Moelis & CO

Financial Services
-461
- 3.91%
$48.86 - $62.99 $22.5K - $29K
11.3K $706K
GM
General Motors CO

Consumer Cyclical
-795
- 2.98%
$42.48 - $50.46 $33.8K - $40.1K
25.9K $1.27M
RTX
Raytheon Technologies Corp

Industrials
-54
- 2.46%
$113.75 - $148.48 $6.14K - $8.02K
2.14K $312K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.26K
- 7.48%
$53.75 - $67.21 $121K - $152K
27.9K $1.85M
AMD
Advanced Micro Devices Inc

Technology
-532
- 18.91%
$78.21 - $143.81 $41.6K - $76.5K
2.28K $323K
ASB
Associated Banc Corp

Financial Services
-970
- 3.02%
$18.91 - $24.56 $18.3K - $23.8K
31.1K $759K
SYK
Stryker Corp

Healthcare
-23
- 1.17%
$337.37 - $395.63 $7.76K - $9.1K
1.94K $768K
GLD
Spdr Gold Trust

ETFs
-28
- 0.97%
$273.71 - $316.29 $7.66K - $8.86K
2.86K $871K
VBR
Vanguard Small Cap Value ETF

ETFs
-54
- 0.87%
$162.76 - $195.77 $8.79K - $10.6K
6.16K $1.2M
MSTR
Microstrategy Inc

Technology
-148
- 15.58%
$237.95 - $421.61 $35.2K - $62.4K
802 $324K
GOOGL
Alphabet Inc.

Communication Services
-2.06K
- 10.73%
$144.7 - $178.6 $298K - $368K
17.1K $3.02M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-314
- 2.57%
$58.41 - $72.69 $18.3K - $22.8K
11.9K $865K
ASML
Asml Holding Nv

Technology
-18
- 3.09%
$595.37 - $815.24 $10.7K - $14.7K
564 $451K
GOOG
Alphabet Inc.

Communication Services
-1.04K
- 8.73%
$146.58 - $180.01 $153K - $187K
10.9K $1.93M
DTM
Dt Midstream, Inc.

Energy
-330
- 4.04%
$87.23 - $109.91 $28.8K - $36.3K
7.84K $861K
STNE
Stone Co Ltd.

Technology
-1.46K
- 7.77%
$10.43 - $16.04 $15.2K - $23.4K
17.3K $277K
QTWO
Q2 Holdings, Inc.

Technology
-269
- 3.37%
$68.72 - $95.27 $18.5K - $25.6K
7.71K $721K
WFC
Wells Fargo & Company

Financial Services
-123
- 0.87%
$60.98 - $80.12 $7.5K - $9.85K
14K $1.12M
SYF
Synchrony Financial

Financial Services
-150
- 1.58%
$43.81 - $66.74 $6.57K - $10K
9.32K $622K
DLR
Digital Realty Trust, Inc.

Real Estate
-174
- 3.53%
$136.11 - $177.69 $23.7K - $30.9K
4.75K $828K
BLBD
Blue Bird Corp

Consumer Cyclical
-310
- 2.29%
$31.28 - $43.16 $9.7K - $13.4K
13.2K $571K
DAL
Delta Air Lines, Inc.

Industrials
-217
- 0.84%
$35.88 - $52.99 $7.79K - $11.5K
25.7K $1.27M
POWL
Powell Industries Inc

Industrials
-399
- 6.99%
$159.38 - $211.34 $63.6K - $84.3K
5.31K $1.12M
WMT
Walmart Inc.

Consumer Defensive
-727
- 3.37%
$81.79 - $99.98 $59.5K - $72.7K
20.8K $2.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-65
- 2.18%
$221.86 - $362.89 $14.4K - $23.6K
2.92K $927K
NOW
Service Now, Inc.

Technology
-72
- 7.26%
$721.65 - $1040.18 $52K - $74.9K
920 $945K
MAR
Marriott International Inc

Consumer Cyclical
-172
- 2.94%
$211.12 - $274.14 $36.3K - $47.2K
5.68K $1.55M
TWLO
Twilio Inc

Communication Services
-146
- 2.16%
$81.34 - $124.36 $11.9K - $18.2K
6.61K $822K
AXP
American Express CO

Financial Services
-133
- 2.37%
$231.39 - $318.98 $30.8K - $42.4K
5.48K $1.75M
APP
App Lovin Corp

Technology
-283
- 6.93%
$219.37 - $417.89 $62.1K - $118K
3.8K $1.33M
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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