CUSIP 45782C649US EQTY ULTRA BUSEPQ4 2025
8 filings · latest Mar 4, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Brookstone Capital Management | 1.62M | $63.64M |
| 2 | Kellett Wealth Advisors, LLC | 589.2K | $23.18M |
| 3 | Sovran Advisors, LLC | 535.3K | $21.18M |
| 4 | Signaturefd, LLC | 194.3K | $7.64M |
| 5 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 140.0K | $5.51M |
| 6 | Kestra Advisory Services, LLC | 106.0K | $4.17M |
| 7 | Osaic Holdings, Inc. | 97.7K | $3.84M |
| 8 | Kfg Wealth Management, LLC | 94.9K | $3.73M |
| 4 | Feb 6, 2025 | Brookstone Capital Management, LLC | 13G/A | 23.9% | 1.20M | SEC |
| 5 | Jan 8, 2025 | Brookstone Capital Management, LLC | 13G/A | 17.5% | 868.1K | SEC |
| 6 | Oct 2, 2024 | Brookstone Capital Management | 13G/A | 12.6% | 553.0K | SEC |
| 7 | Apr 2, 2024 | Brookstone Capital Management | 13G/A | 3.0% | 57.3K | SEC |
| 8 | Oct 4, 2023 | Brookstone Capital Management | 13G | 14.6% | 434.2K | SEC |
| 9 |
| Commonwealth Equity Services, LLC |
| 93.7K |
| $3.68M |
| 10 | Spire Wealth Management | 80.6K | $3.17M |