HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IUSG Share Count | ||||
| Legacy Financial Group LLC | 27,766 | 455,135 | +427,369 | +1539.18% |
| Salem Investment Counselors Inc. | 354 | 981 | +627 | +177.12% |
| Park Avenue Securities LLC | 3,105 | 6,053 | +2,948 | +94.94% |
| Wealth Enhancement Advisory Services LLC | 63,960 | 98,475 | +34,515 | +53.96% |
| CX Institutional | 169,304 | 246,943 | +77,639 | +45.86% |
| Bank of New Hampshire | 1,503 | 2,153 | +650 | +43.25% |
| Twelve Points Wealth Management LLC | 2,185 | 2,767 | +582 | +26.64% |
| RFG Advisory LLC | 30,719 | 36,780 | +6,061 | +19.73% |
| Revolve Wealth Partners LLC | 2,545 | 2,985 | +440 | +17.29% |
| GSG Advisors LLC | 7,937 | 9,231 | +1,294 | +16.30% |
| DGS Capital Management LLC | 2,492 | 2,749 | +257 | +10.31% |
| Sunbelt Securities Inc. | 4,944 | 5,359 | +415 | +8.39% |
| CWM LLC | 34,369 | 35,915 | +1,546 | +4.50% |
| Kingswood Wealth Advisors LLC | 4,161 | 4,233 | +72 | +1.73% |
| Columbus Macro LLC | 25,851 | 26,260 | +409 | +1.58% |
| Dynamic Advisor Solutions LLC | 3,131 | 3,149 | +18 | +0.57% |
| Central Valley Advisors LLC | 3,033 | 3,037 | +4 | +0.13% |
| Peterson Wealth Advisors LLC | 3,373 | 3,377 | +4 | +0.12% |
| Insight Wealth Strategies LLC | 5,881 | 5,885 | +4 | +0.07% |
| Wealth Management Partners LLC | 8,955 | 8,960 | +5 | +0.06% |
| Octavia Wealth Advisors LLC | 5,235 | 5,236 | +1 | +0.02% |
| 13F Filers Reporting New Positions In IUSG | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 4,425 | +4,425 | +100% |
| Signature Securities Group Corporation | 0 | 2,146 | +2,146 | +100% |
| Bangor Savings Bank | 0 | 70 | +70 | +100% |
| Mather Group LLC. | 0 | 111 | +111 | +100% |
| West Financial Advisors LLC | 0 | 52 | +52 | +100% |
| Global Wealth Strategies & Associates | 0 | 150 | +150 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 523 | 523 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 1,600 | 1,600 | UNCH | 0.00% |
| Mcdonald Partners LLC | 32,000 | 32,000 | UNCH | 0.00% |
| Legacy Private Trust Co. | 19,300 | 19,300 | UNCH | 0.00% |
| Aspiriant LLC | 28,242 | 28,242 | UNCH | 0.00% |
| Northside Capital Management LLC | 2,570 | 2,570 | UNCH | 0.00% |
| GenWealth Group Inc. | 2,814 | 2,814 | UNCH | 0.00% |
| Inscription Capital LLC | 7,000 | 7,000 | UNCH | 0.00% |
| Arden Trust Co | 5,385 | 5,385 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 310 | 310 | UNCH | 0.00% |
| Bennett Selby Investments LP | 5,000 | 5,000 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 107 | 107 | UNCH | 0.00% |
| Pallas Capital Advisors LLC | 2,893 | 2,893 | UNCH | 0.00% |
| City State Bank | 30 | 30 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 483 | 483 | UNCH | 0.00% |
| GAMMA Investing LLC | 289 | 289 | UNCH | 0.00% |
| 13F Filers Decreasing IUSG Share Count | ||||
| Ehrlich Financial Group | 7,779 | 2,472 | -5,307 | -68.22% |
| TL Private Wealth | 11,722 | 6,957 | -4,765 | -40.65% |
| Collective Family Office LLC | 8,170 | 5,400 | -2,770 | -33.90% |
| Financial Synergies Wealth Advisors Inc. | 219 | 182 | -37 | -16.89% |
| ST Germain D J Co. Inc. | 4,387 | 3,682 | -705 | -16.07% |
| Doliver Advisors LP | 337,074 | 289,201 | -47,873 | -14.20% |
| Sound Income Strategies LLC | 1,075 | 984 | -91 | -8.47% |
| Charles Schwab Trust Co | 279,737 | 269,030 | -10,707 | -3.83% |
| Signal Advisors Wealth LLC | 28,286 | 27,283 | -1,003 | -3.55% |
| Grey Fox Wealth Advisors LLC | 9,117 | 8,906 | -211 | -2.31% |
| WealthCare Investment Partners LLC | 2,525 | 2,471 | -54 | -2.14% |
| Wealthcare Advisory Partners LLC | 29,028 | 28,452 | -576 | -1.98% |
| Hoxton Planning & Management LLC | 4,990 | 4,901 | -89 | -1.78% |
| Allen Capital Group LLC | 6,073 | 5,968 | -105 | -1.73% |
| Harbor Investment Advisory LLC | 68 | 67 | -1 | -1.47% |
| Ironwood Wealth Management Inc. | 98,444 | 97,531 | -913 | -0.93% |
| Hilltop Wealth Advisors LLC | 246,452 | 244,944 | -1,508 | -0.61% |
| Sovereign Financial Group Inc. | 17,151 | 17,133 | -18 | -0.10% |
| 13F Filers Exiting IUSG | ||||
| Eagle Wealth Strategies LLC | 3,154 | 0 | -3,154 | -100.00% |
| Defined Wealth Management LLC | 2,555 | 0 | -2,555 | -100.00% |
| International Assets Investment Management LLC | 123,046 | 0 | -123,046 | -100.00% |
| Aurum Wealth Management Group LLC | 3,592 | 0 | -3,592 | -100.00% |
| AdvisorNet Financial Inc | 40 | 0 | -40 | -100.00% |
See Summary: Institutional Holders of IUSG
See Details: Top 10 Hedge Funds Holding IUSG
