CUSIP 46139W767BULLETSHARE 2034BSMYQ4 2025
Aggregate 13F value by quarter
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47 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Confluence Investment Management LLC | 366.3K | $9.01M | +25.4K | Added |
| 2 | Bcs Wealth Management | 365.2K | $8.98M | +365.2K | New |
| 3 | Raymond James Financial Inc | 279.9K | $6.88M | +16.9K | Added |
| 4 | Lpl Financial LLC | 266.0K | $6.54M |
| +4.7K |
| Added |
| 5 | Atlantic Union Bankshares Corp | 136.7K | $3.36M | +136.7K | New |
| 6 | Envision Financial Planning, LLC | 109.2K | $2.68M | +1.9K | Added |
| 7 | Hills Bank & Trust Co | 106.0K | $2.61M | +72.0K | Added |
| 8 | Invesco Ltd. | 103.0K | $2.53M | +26.6K | Added |
| 9 | D.A. Davidson & Co. | 89.9K | $2.21M | +7.7K | Added |
| 10 | Jane Street Group, LLC | 76.4K | $1.88M | −9.7K | Reduced |
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