CUSIP 46139W841BULLETSHS 2030BSJUQ4 2025
Aggregate 13F value by quarter
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73 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Legacy Financial Group LLC | 545.7K | $14.23M | +91.3K | Added |
| 2 | Lpl Financial LLC | 536.7K | $14.01M | −88.3K | Reduced |
| 3 | Mercer Global Advisors Inc /Adv | 394.1K | $10.29M | +26.9K | Added |
| 4 | Trinity Legacy Partners, LLC | 352.1K | $9.19M |
| +7.8K |
| Added |
| 5 | Rpg Family Wealth Advisory, LLC | 299.5K | $7.82M | +5.0K | Added |
| 6 | Equitable Holdings, Inc. | 264.5K | $6.90M | +8.3K | Added |
| 7 | Sfe Investment Counsel | 242.8K | $6.34M | +24.4K | Added |
| 8 | Gpm Growth Investors, Inc. | 207.0K | $5.40M | +207.0K | New |
| 9 | Morgan Stanley | 183.9K | $4.80M | −109.2K | Reduced |
| 10 | Advisory Alpha, LLC | 141.4K | $3.69M | +141.4K | New |
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