Vista Private Wealth Partners. LLC Closed Holding Positions

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
Q2 2022 Filed on Jul 13, 2022
112,720
$22.72 - $25.51 $2.56M - $2.88M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 13, 2022
13,480
$11.35 - $13.23 $153K - $178K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Jul 13, 2022
5,423
$61.24 - $72.68 $332K - $394K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 13, 2022
13,802
$10.74 - $12.75 $148K - $176K
TAXF
American Centy ETF Tr Diversif

ETFs
Q2 2022 Filed on Jul 13, 2022
36,941
$49.15 - $51.57 $1.82M - $1.91M
CVS
Cvs Health Corp

Healthcare
Q1 2022 Filed on Apr 13, 2022
2,064
$100.77 - $110.83 $208K - $229K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2022 Filed on Apr 13, 2022
5,122
$47.75 - $51.66 $245K - $265K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 13, 2022
28,316
$50.93 - $72.96 $1.44M - $2.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2022 Filed on Apr 13, 2022
20,992
$123.55 - $145.17 $2.59M - $3.05M
IDV
Ishares Tr

ETFs
Q4 2021 Filed on Jan 19, 2022
10,778
$29.77 - $31.71 $321K - $342K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 19, 2022
15,552
N/A
Innovator Etfs Tr
Q3 2021 Filed on Oct 13, 2021
99,717
N/A
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
Q2 2021 Filed on Jul 14, 2021
9,060
$32.29 - $32.61 $293K - $295K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q2 2021 Filed on Jul 14, 2021
17,727
$45.35 - $48.44 $804K - $859K
PMAR
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 14, 2021
110,789
$29.66 - $30.59 $3.29M - $3.39M
SWAN
Amplify ETF Tr Blackswan Growt
Q2 2021 Filed on Jul 14, 2021
148,955
N/A
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
Q2 2021 Filed on Jul 14, 2021
8,980
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q2 2021 Filed on Jul 14, 2021
12,758
$51.18 - $51.42 $653K - $656K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2021 Filed on Jul 14, 2021
7,440
$56.38 - $57.16 $419K - $425K
General Electric CO
Q1 2021 Filed on Apr 14, 2021
11,222
N/A
BNOV
Innovator U.S. Equity Buffer E

ETFs
Q1 2021 Filed on Apr 14, 2021
111,614
$29.5 - $30.92 $3.29M - $3.45M
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 20, 2021
12,630
N/A
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q3 2020 Filed on Dec 22, 2020
24,367
$26.38 - $26.56 $643K - $647K
Ishares Tr
Q3 2020 Filed on Dec 22, 2020
13,790
N/A
RAAX
Vaneck ETF Trust Inflation All

ETFs
Q3 2020 Filed on Dec 22, 2020
190,533
$19.45 - $21.51 $3.71M - $4.1M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q3 2020 Filed on Dec 22, 2020
8,244
$26.96 - $27.23 $222K - $224K
Ishares Tr
Q3 2020 Filed on Dec 22, 2020
15,255
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q3 2020 Filed on Dec 22, 2020
78,483
$10.5 - $11.64 $824K - $914K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2020 Filed on Jul 15, 2020
77,757
$25.21 - $28.07 $1.96M - $2.18M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q2 2020 Filed on Jul 15, 2020
17,340
$14.59 - $18.55 $253K - $322K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2020 Filed on Jul 15, 2020
5,111
$48.24 - $49.96 $247K - $255K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q2 2020 Filed on Jul 15, 2020
61,484
$24.35 - $28.6 $1.5M - $1.76M
MOTI
Vaneck Morningstar Internation

ETFs
Q2 2020 Filed on Jul 15, 2020
84,109
$23.32 - $30.21 $1.96M - $2.54M
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2020 Filed on Jul 15, 2020
17,022
$4.48 - $6.52 $76.3K - $111K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q2 2020 Filed on Jul 15, 2020
94,789
$22.0 - $25.52 $2.09M - $2.42M
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 16, 2020
111,898
N/A
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2020 Filed on Apr 16, 2020
27,942
$19.49 - $27.66 $545K - $773K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2020 Filed on Apr 16, 2020
29,246
$84.67 - $86.69 $2.48M - $2.54M
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q1 2020 Filed on Apr 16, 2020
2,372
$72.27 - $115.5 $171K - $274K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 16, 2020
67,672
N/A
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 16, 2020
3,749
$35.74 - $66.24 $134K - $248K
Extraction Oil And Gas Inc
Q1 2020 Filed on Apr 16, 2020
14,295
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
80,474
$27.88 - $33.46 $2.24M - $2.69M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2020 Filed on Apr 16, 2020
1,711
N/A
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
Q1 2020 Filed on Apr 16, 2020
11,100
$10.88 - $17.05 $121K - $189K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2020 Filed on Apr 16, 2020
1,854
N/A
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
Q4 2019 Filed on Jan 08, 2020
824
$25.73 - $25.86 $21.2K - $21.3K
MCD
Mcdonalds Corp

Consumer Cyclical
Q4 2019 Filed on Jan 08, 2020
192
$188.66 - $212.83 $36.2K - $40.9K
Navistar Intl Corp
Q4 2019 Filed on Jan 08, 2020
300
N/A
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