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Funds Holding IPKW

On this page, we present all of the funds holding IPKW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IPKW, with a link to that fund's top holdings. The next columns indicate the amount of IPKW stock held by each of the funds holding IPKW, followed by the IPKW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding IPKW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding IPKW), click the fund name in the "Holder" column of the funds-holding-IPKW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James Financial Services Advisors Inc.184,791$7,342 03/31/2024
     IPKW184,791$7,342 03/31/2024
OLD Mission Capital LLC126,789$4,744 12/31/2023
     IPKW126,789$4,744 12/31/2023
LPL Financial LLC107,685$4,030 12/31/2023
     IPKW107,685$4,030 12/31/2023
Brookstone Capital Management90,937$3,613 03/31/2024
     IPKW90,937$3,613 03/31/2024
Jane Street Group LLC74,750$2,797 12/31/2023
     IPKW74,750$2,797 12/31/2023
Financial Enhancement Group LLC62,320$2,445 03/31/2024
     IPKW62,320$2,445 03/31/2024
Morgan Stanley55,371$2,072 12/31/2023
     IPKW55,371$2,072 12/31/2023
Citadel Advisors LLC44,574$1,668 12/31/2023
     IPKW44,574$1,668 12/31/2023
Park Edge Advisors LLC36,897$1,466 03/31/2024
     IPKW36,897$1,466 03/31/2024
Bank of America Corp DE32,481$1,215 12/31/2023
     IPKW32,481$1,215 12/31/2023
Stratos Wealth Advisors LLC30,349$1,206 03/31/2024
     IPKW30,349$1,206 03/31/2024
Vista Investment Management32,078$1,200 12/31/2023
     IPKW32,078$1,200 12/31/2023
Lakeview Capital Partners LLC13,987$523 12/31/2023
     IPKW13,987$523 12/31/2023
Cambridge Investment Research Advisors Inc.12,329$490 03/31/2024
     IPKW12,329$490 03/31/2024
HBW Advisory Services LLC12,906$483 03/31/2024
     IPKW12,906$483 03/31/2024
Dana Investment Advisors Inc.10,653$399 12/31/2023
     IPKW10,653$399 12/31/2023
Arete Wealth Advisors LLC9,475$355 12/31/2023
     IPKW9,475$355 12/31/2023
Clear Creek Financial Management LLC8,708$346 03/31/2024
     IPKW8,708$346 03/31/2024
Verdence Capital Advisors LLC8,612$342 03/31/2024
     IPKW8,612$342 03/31/2024
Prospera Financial Services Inc8,657$324 12/31/2023
     IPKW8,657$324 12/31/2023
Kellett Schaffner Wealth Advisors LLC7,966$316 03/31/2024
     IPKW7,966$316 03/31/2024
Avantax Advisory Services Inc.7,362$275 12/31/2023
     IPKW7,362$275 12/31/2023
Advisor Group Holdings Inc.7,412$271 12/31/2023
     IPKW7,412$271 12/31/2023
Insight Advisors LLC PA6,776$254 12/31/2023
     IPKW6,776$254 12/31/2023
Ameriprise Financial Inc.6,611$247 12/31/2023
     IPKW6,611$247 12/31/2023
ProVise Management Group LLC5,711$214 12/31/2023
     IPKW5,711$214 12/31/2023
Commonwealth Equity Services LLC5,374$201 12/31/2023
     IPKW5,374$201 12/31/2023
UBS Group AG2,983$112 12/31/2023
     IPKW2,983$112 12/31/2023
Ancora Advisors LLC1,969$74 12/31/2023
     IPKW1,969$74 12/31/2023
Harbour Investments Inc.1,697$64 12/31/2023
     IPKW1,697$64 12/31/2023
Huntington National Bank750$28 12/31/2023
     IPKW750$28 12/31/2023
Comerica Bank629$24 12/31/2023
     IPKW629$24 12/31/2023
Geneos Wealth Management Inc.640$24 12/31/2023
     IPKW640$24 12/31/2023
Royal Bank of Canada319$12 12/31/2023
     IPKW319$12 12/31/2023
Benjamin F. Edwards & Company Inc.325$12 12/31/2023
     IPKW325$12 12/31/2023
Advisory Services Network LLC252$9 12/31/2023
     IPKW252$9 12/31/2023
Householder Group Estate & Retirement Specialist LLC211$8 12/31/2023
     IPKW211$8 12/31/2023
CWM LLC180$7 03/31/2024
     IPKW180$7 03/31/2024
FMR LLC124$5 12/31/2023
     IPKW124$5 12/31/2023
Tower Research Capital LLC TRC 95$4 12/31/2023
     IPKW95$4 12/31/2023
Private Trust Co. NA65$3 03/31/2024
     IPKW65$3 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     IPKW1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     IPKW0$0 12/31/2023

See Summary: Institutional Holders of IPKW
See Details: Top 10 Hedge Funds Holding IPKW
Also See: IPKW Holdings Changes

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