CUSIP 88636V702RETURN STACKED URSSXQ4 2025
Aggregate 13F value by quarter
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10 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 127.9K | $3.26M | +41.7K | Added |
| 2 | Clg LLC | 117.3K | $2.99M | −23.4K | Reduced |
| 3 | Triton Wealth Management, Pllc | 31.0K | $833.8K | +13.0K | Added |
| 4 | Innova Wealth Partners | 30.8K | $784.5K |
| +12.4K |
| Added |
| 5 | Bank Of Montreal /Can/ | 21.4K | $551.0K | +21.4K | New |
| 6 | Worth Asset Management, LLC | 19.6K | $498.9K | +1.6K | Added |
| 7 | Wealthcare Advisory Partners LLC | 10.9K | $278.0K | +10.9K | New |
| 8 | Ifp Advisors, Inc | 1.3K | $31.8K | 0 | Held |
| 9 | Cwm, LLC | 328.8K | $8.4K | +294.4K | Added |
| 10 | Betterment LLC | 22.9K | $584 | +22.9K | New |