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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | 184,791 | $7,342 | 03/31/2024 |
IPKW | 184,791 | $7,342 | 03/31/2024 |
OLD Mission Capital LLC | 126,789 | $4,744 | 12/31/2023 |
IPKW | 126,789 | $4,744 | 12/31/2023 |
LPL Financial LLC | 107,685 | $4,030 | 12/31/2023 |
IPKW | 107,685 | $4,030 | 12/31/2023 |
Brookstone Capital Management | 90,937 | $3,613 | 03/31/2024 |
IPKW | 90,937 | $3,613 | 03/31/2024 |
Jane Street Group LLC | 74,750 | $2,797 | 12/31/2023 |
IPKW | 74,750 | $2,797 | 12/31/2023 |
Financial Enhancement Group LLC | 62,320 | $2,445 | 03/31/2024 |
IPKW | 62,320 | $2,445 | 03/31/2024 |
Morgan Stanley | 55,371 | $2,072 | 12/31/2023 |
IPKW | 55,371 | $2,072 | 12/31/2023 |
Citadel Advisors LLC | 44,574 | $1,668 | 12/31/2023 |
IPKW | 44,574 | $1,668 | 12/31/2023 |
Park Edge Advisors LLC | 36,897 | $1,466 | 03/31/2024 |
IPKW | 36,897 | $1,466 | 03/31/2024 |
Bank of America Corp DE | 32,481 | $1,215 | 12/31/2023 |
IPKW | 32,481 | $1,215 | 12/31/2023 |
Stratos Wealth Advisors LLC | 30,349 | $1,206 | 03/31/2024 |
IPKW | 30,349 | $1,206 | 03/31/2024 |
Vista Investment Management | 32,078 | $1,200 | 12/31/2023 |
IPKW | 32,078 | $1,200 | 12/31/2023 |
Lakeview Capital Partners LLC | 13,987 | $523 | 12/31/2023 |
IPKW | 13,987 | $523 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 12,329 | $490 | 03/31/2024 |
IPKW | 12,329 | $490 | 03/31/2024 |
HBW Advisory Services LLC | 12,906 | $483 | 03/31/2024 |
IPKW | 12,906 | $483 | 03/31/2024 |
Dana Investment Advisors Inc. | 10,653 | $399 | 12/31/2023 |
IPKW | 10,653 | $399 | 12/31/2023 |
Arete Wealth Advisors LLC | 9,475 | $355 | 12/31/2023 |
IPKW | 9,475 | $355 | 12/31/2023 |
Clear Creek Financial Management LLC | 8,708 | $346 | 03/31/2024 |
IPKW | 8,708 | $346 | 03/31/2024 |
Verdence Capital Advisors LLC | 8,612 | $342 | 03/31/2024 |
IPKW | 8,612 | $342 | 03/31/2024 |
Prospera Financial Services Inc | 8,657 | $324 | 12/31/2023 |
IPKW | 8,657 | $324 | 12/31/2023 |
Kellett Schaffner Wealth Advisors LLC | 7,966 | $316 | 03/31/2024 |
IPKW | 7,966 | $316 | 03/31/2024 |
Avantax Advisory Services Inc. | 7,362 | $275 | 12/31/2023 |
IPKW | 7,362 | $275 | 12/31/2023 |
Advisor Group Holdings Inc. | 7,412 | $271 | 12/31/2023 |
IPKW | 7,412 | $271 | 12/31/2023 |
Insight Advisors LLC PA | 6,776 | $254 | 12/31/2023 |
IPKW | 6,776 | $254 | 12/31/2023 |
Ameriprise Financial Inc. | 6,611 | $247 | 12/31/2023 |
IPKW | 6,611 | $247 | 12/31/2023 |
ProVise Management Group LLC | 5,711 | $214 | 12/31/2023 |
IPKW | 5,711 | $214 | 12/31/2023 |
Commonwealth Equity Services LLC | 5,374 | $201 | 12/31/2023 |
IPKW | 5,374 | $201 | 12/31/2023 |
UBS Group AG | 2,983 | $112 | 12/31/2023 |
IPKW | 2,983 | $112 | 12/31/2023 |
Ancora Advisors LLC | 1,969 | $74 | 12/31/2023 |
IPKW | 1,969 | $74 | 12/31/2023 |
Harbour Investments Inc. | 1,697 | $64 | 12/31/2023 |
IPKW | 1,697 | $64 | 12/31/2023 |
Huntington National Bank | 750 | $28 | 12/31/2023 |
IPKW | 750 | $28 | 12/31/2023 |
Comerica Bank | 629 | $24 | 12/31/2023 |
IPKW | 629 | $24 | 12/31/2023 |
Geneos Wealth Management Inc. | 640 | $24 | 12/31/2023 |
IPKW | 640 | $24 | 12/31/2023 |
Royal Bank of Canada | 319 | $12 | 12/31/2023 |
IPKW | 319 | $12 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 325 | $12 | 12/31/2023 |
IPKW | 325 | $12 | 12/31/2023 |
Advisory Services Network LLC | 252 | $9 | 12/31/2023 |
IPKW | 252 | $9 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 211 | $8 | 12/31/2023 |
IPKW | 211 | $8 | 12/31/2023 |
CWM LLC | 180 | $7 | 03/31/2024 |
IPKW | 180 | $7 | 03/31/2024 |
FMR LLC | 124 | $5 | 12/31/2023 |
IPKW | 124 | $5 | 12/31/2023 |
Tower Research Capital LLC TRC | 95 | $4 | 12/31/2023 |
IPKW | 95 | $4 | 12/31/2023 |
Private Trust Co. NA | 65 | $3 | 03/31/2024 |
IPKW | 65 | $3 | 03/31/2024 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
IPKW | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
IPKW | 0 | $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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