CUSIP 82889N335BARRIER INCOMESBARQ4 2025
Aggregate 13F value by quarter
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45 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 950.0K | $24.85M | +950.0K | New |
| 2 | Principal Securities, Inc. | 437.4K | $11.44M | +349.7K | Added |
| 3 | Ae Wealth Management LLC | 435.6K | $11.40M | +50.9K | Added |
| 4 | Mid-American Wealth Advisory Group, Inc. | 390.7K | $10.22M |
| +60.3K |
| Added |
| 5 | Creativeone Wealth, LLC | 268.2K | $7.02M | +111.2K | Added |
| 6 | Envestnet Asset Management Inc | 242.6K | $6.35M | +182.3K | Added |
| 7 | Elevated Capital Advisors, LLC | 185.5K | $4.85M | +34.8K | Added |
| 8 | Brookstone Capital Management | 164.7K | $4.31M | +109.9K | Added |
| 9 | Pom Investment Strategies, LLC | 131.6K | $3.44M | −4.6K | Reduced |
| 10 | Prevail Innovative Wealth Advisors, LLC | 97.1K | $2.54M | +97.1K | New |
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