CUSIP 46139W791INVESCO BULLETSHBSSXQ4 2025
Aggregate 13F value by quarter
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62 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Confluence Investment Management LLC | 293.6K | $7.59M | +45.4K | Added |
| 2 | Lpl Financial LLC | 287.0K | $7.42M | +10.8K | Added |
| 3 | Raymond James Financial Inc | 171.3K | $4.43M | +16.7K | Added |
| 4 | Atlantic Union Bankshares Corp | 167.1K | $4.32M |
| +8.7K |
| Added |
| 5 | Kestra Advisory Services, LLC | 148.5K | $3.84M | +12.7K | Added |
| 6 | Precedent Wealth Partners, LLC | 135.0K | $3.49M | +79.4K | Added |
| 7 | Sequoia Financial Advisors, LLC | 119.8K | $3.10M | +119.8K | New |
| 8 | Bank Of America Corp /De/ | 113.4K | $2.93M | +12.8K | Added |
| 9 | Hills Bank & Trust Co | 100.8K | $2.60M | +68.6K | Added |
| 10 | Envision Financial Planning, LLC | 97.7K | $2.53M | −276 | Reduced |
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