CUSIP 46138G466NASDAQ FREE CASHQOWZQ4 2025
Aggregate 13F value by quarter
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Onyx Bridge Wealth Group LLC | 122.7K | $4.39M | −5.4K | Reduced |
| 2 | Wealth Enhancement Advisory Services, LLC | 114.7K | $4.16M | +5.0K | Added |
| 3 | Concurrent Investment Advisors, LLC | 7.7K | $274.8K | +7.7K | New |
| 4 | Bank Of America Corp /De/ | 551 | $19.7K |
| 0 |
| Held |
| 5 | Ubs Group AG | 292 | $10.5K | −1.6K | Reduced |
| 6 | Geneos Wealth Management Inc. | 125 | $4.5K | 0 | Held |
| 7 | Cwm, LLC | 92 | $3 | 0 | Held |