CUSIP 46431W812INT RT HD LONGIGBHQ4 2025
Aggregate 13F value by quarter
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46 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 554.9K | $13.67M | +82.1K | Added |
| 2 | Sound Income Strategies, LLC | 240.3K | $5.98M | −1.5K | Reduced |
| 3 | Lpl Financial LLC | 224.1K | $5.52M | +88.7K | Added |
| 4 | Comprehensive Wealth Management, LLC | 217.4K | $5.35M |
| +217.4K |
| New |
| 5 | Yeomans Consulting Group, Inc. | 168.5K | $4.15M | −203.1K | Reduced |
| 6 | Integrity Alliance, LLC. | 143.8K | $3.54M | +3.4K | Added |
| 7 | Bank Of America Corp /De/ | 107.7K | $2.65M | +3.1K | Added |
| 8 | Raymond James Financial Inc | 106.4K | $2.62M | +83.4K | Added |
| 9 | Truist Financial Corp | 56.5K | $1.39M | +56.5K | New |
| 10 | Wealth Enhancement Advisory Services, LLC | 54.9K | $1.36M | +31.8K | Added |
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