CUSIP 45782C532US EQTY ULTRA BUDECQ4 2025
Aggregate 13F value by quarter
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114 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.88M | $74.33M | +1.08M | Added |
| 2 | Commonwealth Equity Services, LLC | 355.5K | $14.09M | −22.1K | Reduced |
| 3 | Envestnet Asset Management Inc | 217.2K | $8.61M | +21.5K | Added |
| 4 | Legacy Capital Wealth Management, LLC | 215.6K | $8.55M |
| +215.6K |
| New Position |
| 5 | Raymond James Financial Inc | 214.4K | $8.50M | −43.1K | Reduced |
| 6 | Osaic Holdings, Inc. | 193.9K | $7.68M | −1.8K | Reduced |
| 7 | Foundations Investment Advisors, LLC | 159.9K | $6.34M | +12.7K | Added |
| 8 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 141.5K | $5.61M | −10.4K | Reduced |
| 9 | Kestra Advisory Services, LLC | 136.9K | $5.43M | +8.8K | Added |
| 10 | Kfg Wealth Management, LLC | 98.4K | $3.90M | −28.2K | Reduced |
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