CUSIP 46139W759BULLETSHARESBSCZQ4 2025
Aggregate 13F value by quarter
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47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 829.0K | $17.25M | +829.0K | New |
| 2 | Cookson Peirce & Co Inc | 537.3K | $11.18M | +537.3K | New |
| 3 | Carolina Wealth Advisors, LLC | 293.8K | $6.11M | −3.3K | Reduced |
| 4 | Jpmorgan Chase & Co | 241.4K | $5.02M |
| New |
| 5 | Bcs Wealth Management | 231.4K | $4.81M | +231.4K | New |
| 6 | Gill Capital Partners, LLC | 152.7K | $3.18M | +103.5K | Added |
| 7 | Sanctuary Advisors, LLC | 141.2K | $2.94M | +141.2K | New |
| 8 | Atria Investments, Inc | 139.3K | $2.90M | +139.3K | New |
| 9 | Lpl Financial LLC | 127.3K | $2.65M | +127.3K | New |
| 10 | Susquehanna International Group, LLP | 121.2K | $2.52M | +121.2K | New |
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