CUSIP 45782C565US EQTY ULTRA BUUNOVQ4 2025
Aggregate 13F value by quarter
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67 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.70M | $64.53M | +1.61M | Added |
| 2 | Osaic Holdings, Inc. | 149.5K | $5.69M | +21.0K | Added |
| 3 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 144.0K | $5.48M | −9.0K | Reduced |
| 4 | 4j Wealth Management LLC | 135.5K |
| $5.16M |
| +135.5K |
| New |
| 5 | Ifp Advisors, Inc | 94.8K | $3.61M | +94.8K | New |
| 6 | Central Valley Advisors, LLC | 82.2K | $3.13M | +33.4K | Added |
| 7 | Kellett Wealth Advisors, LLC | 80.9K | $3.08M | +80.9K | New |
| 8 | Iht Wealth Management, LLC | 69.5K | $2.67M | +50.9K | Added |
| 9 | Rk Capital Management, LLC/Fl | 66.6K | $2.54M | −40.5K | Reduced |
| 10 | Kestra Advisory Services, LLC | 65.4K | $2.49M | +39.8K | Added |
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