HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IJUL Share Count | ||||
| Stratos Wealth Advisors LLC | 41,889 | 77,060 | +35,171 | +83.96% |
| Raymond James Financial Services Advisors Inc. | 40,621 | 45,474 | +4,853 | +11.95% |
| Arlington Capital Management Inc. | 7,894 | 7,918 | +24 | +0.30% |
| 13F Filers With Unchanged Share Count | ||||
| AdvisorNet Financial Inc | 1,556 | 1,556 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 1,110 | 1,110 | UNCH | 0.00% |
| CWM LLC | 3,965 | 3,965 | UNCH | 0.00% |
| Fragasso Group Inc. | 8,067 | 8,067 | UNCH | 0.00% |
| Wealth Enhancement Advisory Services LLC | 27,398 | 27,398 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 57,253 | 57,253 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 5,000 | 5,000 | UNCH | 0.00% |
| NorthCrest Asset Manangement LLC | 12,984 | 12,984 | UNCH | 0.00% |
| 13F Filers Decreasing IJUL Share Count | ||||
| Gradient Investments LLC | 809,790 | 173,346 | -636,444 | -78.59% |
| Brookstone Capital Management | 13,461 | 7,679 | -5,782 | -42.95% |
| Nations Financial Group Inc. IA ADV | 19,745 | 15,425 | -4,320 | -21.88% |
| Sunbelt Securities Inc. | 3,821 | 3,141 | -680 | -17.80% |
| BKD Wealth Advisors LLC | 110,163 | 98,085 | -12,078 | -10.96% |
| Cambridge Investment Research Advisors Inc. | 18,407 | 16,772 | -1,635 | -8.88% |
| BCS Wealth Management | 26,828 | 26,182 | -646 | -2.41% |
| ODonnell Financial Services LLC | 23,900 | 23,335 | -565 | -2.36% |
| Strategic Blueprint LLC | 50,030 | 49,363 | -667 | -1.33% |
| Miracle Mile Advisors LLC | 31,879 | 31,476 | -403 | -1.26% |
| DHJJ Financial Advisors Ltd. | 16,575 | 16,375 | -200 | -1.21% |
| Lantz Financial LLC | 274,562 | 271,715 | -2,847 | -1.04% |
| Berger Financial Group Inc | 254,013 | 252,293 | -1,720 | -0.68% |
| 13F Filers Exiting IJUL | ||||
| RFG Advisory LLC | 72,362 | 0 | -72,362 | -100.00% |
| Raymond James & Associates | 21,646 | 0 | -21,646 | -100.00% |
See Summary: Institutional Holders of IJUL
See Details: Top 10 Hedge Funds Holding IJUL
