IQDG Holdings Changes

This page summarizes the IQDG 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 IQDG 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 IQDG Share Count
Ausdal Financial Partners Inc.	15,048	28,636	+13,588	+90.30%
Priebe Wealth Holdings LLC	5,950	8,850	+2,900	+48.74%
Wealth Enhancement Advisory Services LLC	55,251	77,449	+22,198	+40.18%
NBC Securities Inc.	12,940	17,297	+4,357	+33.67%
Revolve Wealth Partners LLC	261,232	318,721	+57,489	+22.01%
Garrett Investment Advisors LLC	667,650	740,826	+73,176	+10.96%
Financial Enhancement Group LLC	21,319	21,749	+430	+2.02%
13F Filers Reporting New Positions In IQDG
Wealthcare Advisory Partners LLC	0	20,308	+20,308	+100%
Foster Group Inc.	0	6,292	+6,292	+100%
Signal Advisors Wealth LLC	0	7,349	+7,349	+100%
13F Filers Decreasing IQDG Share Count
Security Financial Services INC.	136,350	115,908	-20,442	-14.99%
Park Avenue Securities LLC	15,165	14,061	-1,104	-7.28%
Signet Financial Management LLC	68,897	68,740	-157	-0.23%
13F Filers Exiting IQDG
International Assets Investment Management LLC	10,954	0	-10,954	-100.00%

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

IQDG Holdings Changes | www.HoldingsChannel.com

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