IGE Holdings Changes

This page summarizes the IGE holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether IGE is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing IGE Share Count
Courage Miller Partners LLC	31,732	34,401	+2,669	+8.41%
Rise Advisors LLC	284	286	+2	+0.70%
Congress Wealth Management LLC DE	58,439	58,538	+99	+0.17%
Pure Financial Advisors Inc.	110,281	110,325	+44	+0.04%
13F Filers Reporting New Positions In IGE
Founders Financial Securities LLC	0	4,680	+4,680	+100%
David R. Rahn & Associates Inc.	0	79,074	+79,074	+100%
13F Filers With Unchanged Share Count
Tompkins Financial Corp	4,000	4,000	UNCH	0.00%
Stratos Wealth Partners LTD.	6,275	6,275	UNCH	0.00%
Sunbelt Securities Inc.	19,635	19,635	UNCH	0.00%
Sound Income Strategies LLC	5	5	UNCH	0.00%
Apeiron RIA LLC	5,602	5,602	UNCH	0.00%
Sowa Financial Group Inc.	49,825	49,825	UNCH	0.00%
SOA Wealth Advisors LLC.	63	63	UNCH	0.00%
13F Filers Decreasing IGE Share Count
Fifth Third Securities Inc.	14,380	11,772	-2,608	-18.14%
CWM LLC	302,554	249,574	-52,980	-17.51%
CX Institutional	7,284	6,923	-361	-4.96%
Wealth Enhancement Advisory Services LLC	18,721	18,709	-12	-0.06%
13F Filers Exiting IGE
LVZ Advisors Inc.	19,702	0	-19,702	-100.00%
Dumont & Blake Investment Advisors LLC	8,186	0	-8,186	-100.00%
Peoples Financial Services CORP.	500	0	-500	-100.00%
ST Germain D J Co. Inc.	200	0	-200	-100.00%

See Summary: Institutional Holders of IGE
See Details: Top 10 Hedge Funds Holding IGE

IGE Holdings Changes | www.HoldingsChannel.com

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