CUSIP 45782C805US EQT ULTRA BFUAPRQ4 2025
6 filings · latest Aug 4, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Tradition Wealth Management, LLC | 275.7K | $9.04M |
| 2 | C2p Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors | 163.6K | $5.36M |
| 3 | Commonwealth Equity Services, LLC | 153.2K | $5.02M |
| 4 | Osaic Holdings, Inc. | 145.6K | $4.77M |
| 5 | Kfg Wealth Management, LLC | 133.8K | $4.39M |
| 6 | Brookstone Capital Management | 100.8K | $3.30M |
| 7 | Assuredpartners Investment Advisors, LLC | 98.3K | $3.22M |
| 8 | Berger Financial Group, Inc | 88.1K | $2.89M |
| 4 | May 1, 2024 | Brookstone Capital Management | 13G | 11.8% | 617.4K | SEC |
| 5 | Oct 4, 2023 | Brookstone Capital Management | 13G/A | 1.9% | 71.4K | SEC |
| 6 | Aug 4, 2023 | Brookstone Capital Management | 13G | 11.1% | 567.1K | SEC |
| 9 | Kellett Wealth Advisors, LLC | 77.8K | $2.55M |
| 10 | Truist Financial Corp | 76.7K | $2.51M |