CUSIP 45782C797US EQTY PWR BUFPOCTQ4 2025
5 filings · latest Jan 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.91M | $84.10M |
| 2 | Cerity Partners LLC | 1.58M | $69.30M |
| 3 | Brookstone Capital Management | 893.2K | $39.23M |
| 4 | Wealth Enhancement Advisory Services, LLC | 832.0K | $36.77M |
| 5 | Osaic Holdings, Inc. | 795.9K | $34.95M |
| 6 | Commonwealth Equity Services, LLC | 781.6K | $34.33M |
| 7 | Allworth Financial LP | 607.4K | $26.68M |
| 8 | Envestnet Asset Management Inc | 454.5K | $19.96M |
| 4 | Oct 3, 2022 | Transform Wealth, LLC | 13G/A | 5.2% | 449.6K | SEC |
| 5 | Jun 2, 2022 | Transform Wealth, LLC | 13G | 15.4% | 1.22M | SEC |
| 9 |
| Focus Partners Wealth |
| 424.0K |
| $18.62M |
| 10 | Raymond James Financial Inc | 422.6K | $18.56M |