CUSIP 46090A705S&P500 DOWNSIDPHDGQ4 2025
Aggregate 13F value by quarter
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42 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | 91.0K | $3.41M | −496 | Reduced |
| 2 | Asset Allocation Strategies LLC | 85.0K | $3.18M | −18.9K | Reduced |
| 3 | Blueprint Financial Advisors LLC | 78.4K | $2.94M | −6.5K | Reduced |
| 4 | Blueprint Investment Partners LLC | 78.4K |
| $2.94M |
| −6.5K |
| Reduced |
| 5 | Lpl Financial LLC | 74.6K | $2.79M | −11.4K | Reduced |
| 6 | Old Mission Capital LLC | 63.9K | $2.39M | +29.7K | Added |
| 7 | Lunt Capital Management, Inc. | 50.4K | $1.89M | −8.2K | Reduced |
| 8 | Wfa Of San Diego, LLC | 49.5K | $1.85M | −637 | Reduced |
| 9 | Private Advisor Group, LLC | 48.6K | $1.82M | −3.3K | Reduced |
| 10 | Kovack Advisors, Inc. | 35.4K | $1.33M | −2.4K | Reduced |
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