CUSIP 45784N650EQUITY DEFINED PZMAYQ4 2025
Aggregate 13F value by quarter
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24 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthcare Asset Management, LLC | 272.7K | $6.84M | +272.7K | New Position |
| 2 | Raymond James Financial Inc | 65.7K | $1.67M | +10.7K | Added |
| 3 | Commonwealth Equity Services, LLC | 51.4K | $1.31M | −13.2K | Reduced |
| 4 | Susquehanna International Group, LLP | 40.7K |
| $1.04M |
| +20.7K |
| Added |
| 5 | Osaic Holdings, Inc. | 36.5K | $928.0K | 0 | Held |
| 6 | Lineweaver Wealth Advisors, LLC | 34.8K | $885.4K | 0 | Held |
| 7 | Kingswood Wealth Advisors, LLC | 31.4K | $799.0K | 0 | Held |
| 8 | Kestra Advisory Services, LLC | 29.0K | $737.5K | 0 | Held |
| 9 | Central Valley Advisors, LLC | 25.8K | $655.7K | 0 | Held |
| 10 | Farther Finance Advisors, LLC | 24.7K | $627.0K | 0 | Held |
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