CUSIP 45783Y731BUFFER STEP UP SBSTPQ4 2025
5 filings · latest May 5, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 248.9K | $9.24M |
| 2 | D.B. Root & Company, LLC | 222.0K | $8.24M |
| 3 | Cambridge Advisors Inc. | 86.5K | $3.21M |
| 4 | Commonwealth Equity Services, LLC | 75.7K | $2.81M |
| 5 | Nations Financial Group Inc, /Ia/ /Adv | 74.4K | $2.76M |
| 6 | Valtinson Bruner Financial Planning LLC | 49.8K | $1.85M |
| 7 | Triton Financial Group Inc | 44.4K | $1.65M |
| 8 | Vista Cima Wealth Management LLC | 37.2K | $1.38M |
| 4 | Aug 10, 2022 | Truist Financial Corp | 13G/A | 4.7% | 45.4K | SEC |
| 5 | May 9, 2022 | Truist Financial Corp | 13G | 11.5% | 49.0K | SEC |
| 9 |
| Capital Investment Advisory Services, LLC |
| 36.3K |
| $1.35M |
| 10 | Lpl Financial LLC | 33.1K | $1.23M |