Vista Investment Partners Ii »

Listed Fd Tr shares owned by Vista Investment Partners Ii

Quarter-by-quarter ownership of Listed Fd Tr (HEGD) shares owned by Vista Investment Partners Ii from 13F filings

Historical chart of Vista Investment Partners Ii investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Vista Investment Partners Ii consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Vista Investment Partners Ii

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 78k 24.70

More positions owned by Vista Investment Partners Ii

Eli Lilly & Co. (LLY)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Kla Corp Com New (KLAC)
Apple (AAPL)
Parker-Hannifin Corporation (PH)
Ishares U S Etf Tr Short Duration B (NEAR)
O'reilly Automotive (ORLY)
Travel Leisure Ord (TNL)
TJX Companies (TJX)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Us Bancorp Com New (USB)
Fifth Third Ban (FITB)

View all positions for Vista Investment Partners Ii

Top funds holding Listed Fd Tr

CWM
Taylor Securities Services
Swan Wealth Advisors
Blueprint Investment Partners
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Blueprint Financial Advisors
O'shaughnessy Asset Management
Legacy CG
Beacon Pointe Advisors
Nelson, Van Denburg & Campbell Wealth Management
Financial Designs Corp
Laurel Oak Wealth Management
Vantage Financial Partners

View all funds holding Listed Fd Tr