CUSIP 45782C656US EQTY PWR BUFPSEPQ4 2025
6 filings · latest May 1, 2023
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alliancebernstein L.P. | 3.29M | $144.01M |
| 2 | Commonwealth Equity Services, LLC | 1.07M | $46.88M |
| 3 | Brookstone Capital Management | 805.8K | $35.23M |
| 4 | Osaic Holdings, Inc. | 598.2K | $26.15M |
| 5 | Lido Advisors, LLC | 553.1K | $24.18M |
| 6 | Focus Partners Wealth | 401.7K | $17.56M |
| 7 | Lpl Financial LLC | 400.0K | $17.49M |
| 8 | Cresset Asset Management, LLC | 362.1K | $15.83M |
| 9 |
| 4 | Mar 9, 2022 | Transform Wealth, LLC | 13G | 11.8% | 1.08M | SEC |
| 5 | Jan 6, 2021 | Transform Wealth, LLC | 13G/A | — | 4.1K | SEC |
| 6 | Oct 2, 2020 | Transform Wealth, LLC | 13G | 10.6% | 900.6K | SEC |
| Hightower Advisors, LLC |
| 322.8K |
| $14.11M |
| 10 | Raymond James Financial Inc | 320.6K | $14.02M |