CUSIP 45784N742EQUITY DEFINED PZMARQ4 2025
Aggregate 13F value by quarter
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61 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Caliber Wealth Management, LLC / Ks | 794.2K | $21.84M | −604 | Reduced |
| 2 | Commonwealth Equity Services, LLC | 124.3K | $3.42M | −6.2K | Reduced |
| 3 | Raymond James Financial Inc | 113.1K | $3.11M | −46.4K | Reduced |
| 4 | Composition Wealth, LLC | 79.7K | $2.19M |
| 0 |
| Held |
| 5 | Lineweaver Wealth Advisors, LLC | 57.3K | $1.58M | −5.2K | Reduced |
| 6 | Kestra Advisory Services, LLC | 46.2K | $1.27M | 0 | Held |
| 7 | Cetera Investment Advisers | 44.7K | $1.23M | +4.6K | Added |
| 8 | Archer Investment Corp | 43.2K | $1.19M | −70.3K | Reduced |
| 9 | Old Mission Capital LLC | 39.7K | $1.09M | +2.8K | Added |
| 10 | Ae Wealth Management LLC | 38.9K | $1.07M | −68.9K | Reduced |
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