Avantax Advisory Services’s Vistra VST Stock Holding History

Avantax Advisory Services’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	$3.78M	Buy	19,523 +2,285	+13%	+$338K	0.02%	546
2025 Q1	$2.02M	Buy	17,238 +229	+1%	+$34.2K	0.01%	735
2024 Q4	$2.35M	Buy	17,009 +340	+2%	+$47.2K	0.01%	646
2024 Q3	$1.98M	Buy	16,669 +1,707	+11%	+$145K	0.01%	703
2024 Q2	$1.29M	Buy	14,962 +4,881	+48%	+$408K	0.01%	858
2024 Q1	$702K	Buy	+10,081	New	+$499K	0.01%	893

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

Avantax Advisory Services's VST Position: Q2 2025 in Review

Avantax Advisory Services increased its Vistra (VST) stake by 13% in Q2 2025, buying an estimated $338K and bringing the position to 19,523 shares worth $3.78M. The position accounts for 0.02% of the portfolio, ranked #546.

Avantax Advisory Services first reported a position in VST in Q1 2024 and has held it in 6 quarters since. 1,274 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Avantax Advisory Services held 19,523 shares of Vistra worth $3.78M as of Q2 2025.
Avantax Advisory Services bought 2,285 Vistra shares in Q2 2025, an estimated $338K.
Vistra made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #546 holding.
Avantax Advisory Services first reported a position in Vistra in Q1 2024 and has held it in 6 quarters since.
1,274 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.