CUSIP 46139W817INVESCO BULLETSHBSJVQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Leo Wealth, LLC | 274.5K | $7.34M |
| 2 | Equitable Holdings, Inc. | 241.5K | $6.45M |
| 3 | Lpl Financial LLC | 204.3K | $5.46M |
| 4 | Concurrent Investment Advisors, LLC | 113.8K | $3.04M |
| 5 | Morgan Stanley | 77.2K | $2.06M |
| 6 | Raymond James Financial Inc | 74.3K | $1.98M |
| 7 | Sfe Investment Counsel | 68.3K | $1.82M |
| 8 | Royal Bank Of Canada | 45.9K | $1.23M |
| 9 |
| 39.3K |
| $1.05M |
| 10 | Moneco Advisors, LLC | 36.3K | $968.9K |