Advisors Preferred’s Vistra VST Stock Holding History

Advisors Preferred’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,917	Closed	-$479K	–	298
2025 Q1	$479K	Sell	3,917 -17,443	-82%	-$2.61M	0.06%	167
2024 Q4	$3.2M	Sell	21,360 -2,679	-11%	-$372K	0.51%	49
2024 Q3	$2.95M	Buy	+24,039	New	+$2.04M	0.45%	57
2024 Q1	–	Sell	-93,138	Closed	-$3.55M	–	283
2023 Q4	$3.55M	Buy	+93,138	New	+$3.24M	0.59%	36

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Advisors Preferred's VST Position: Q2 2025 in Review

Advisors Preferred sold out of Vistra (VST) in Q2 2025, closing a stake of 3,917 shares — an estimated $479K sold.

Advisors Preferred first reported a position in VST in Q4 2023 and held it in 4 quarters. The position peaked at $3.55M in Q4 2023. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Advisors Preferred reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 3,917 Vistra shares in Q2 2025, an estimated $479K.
Advisors Preferred first reported a position in Vistra in Q4 2023 and held it in 4 quarters.
Advisors Preferred's Vistra position peaked at $3.55M in Q4 2023.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.