IAAG
VST icon

Innovative Asset Advisors Group’s Vistra VST Stock Holding History

Innovative Asset Advisors Group’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
2026
Q2 		– Sell
-830
Closed -$125K – 1017
2026
Q1 		$125K Buy
+830
New +$134K 0.07% 181

Other funds holding VST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's VST Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Vistra (VST) in Q2 2026, closing a stake of 830 shares — an estimated $125K sold.

Innovative Asset Advisors Group first reported a position in VST in Q1 2026 and held it in 1 quarter. The position peaked at $125K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Vistra position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 830 Vistra shares in Q2 2026, an estimated $125K.
  • Innovative Asset Advisors Group first reported a position in Vistra in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Vistra position peaked at $125K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.