CUSIP 45782C532US EQTY ULTRA BUDECQ4 2025
6 filings · latest Jan 6, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.88M | $74.33M |
| 2 | Commonwealth Equity Services, LLC | 355.5K | $14.09M |
| 3 | Envestnet Asset Management Inc | 217.2K | $8.61M |
| 4 | Legacy Capital Wealth Management, LLC | 215.6K | $8.55M |
| 5 | Raymond James Financial Inc | 214.4K | $8.50M |
| 6 | Osaic Holdings, Inc. | 193.9K | $7.68M |
| 7 | Foundations Investment Advisors, LLC | 159.9K | $6.34M |
| 8 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 141.5K | $5.61M |
| 4 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 23.2% | 955.2K | SEC |
| 5 | Jun 5, 2024 | Brookstone Capital Management | 13G/A | 5.2% | 118.2K | SEC |
| 6 | Jan 3, 2024 | Brookstone Capital Management | 13G/A | 18.7% | 533.3K | SEC |
| 9 | Kestra Advisory Services, LLC | 136.9K | $5.43M |
| 10 | Kfg Wealth Management, LLC | 98.4K | $3.90M |