Epiq Partners, LLC Incresed Positions in Q3 2024

Epiq Partners, LLC

$165 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IWV Ishares Russell 3000 ETF ETFs	20.3K + 60.91%	$294.75 - $326.73 $5.99M - $6.64M	53.7K $17.5M
AGG Ishares Core U.S. Aggregate Bo ETFs	26.9K + 71.83%	$96.25 - $101.98 $2.59M - $2.75M	64.4K $6.52M
JBBB Janus Detroit Str Tr Henderson ETFs	37.9K + 28.07%	$48.27 - $49.33 $1.83M - $1.87M	173K $8.46M
ORCC Owl Rock Capital Corp Financial Services	127K + 47.06%	N/A	398K $5.33M
BIP Brookfield Infrastructure Partners L.P. Utilities	27.8K + 42.23%	$27.14 - $35.2 $754K - $979K	93.6K $3.28M
FSK Fs Kkr Capital Corp Financial Services	73.3K + 30.36%	$18.74 - $20.43 $1.37M - $1.5M	315K $6.22M
IWF Ishares Russell 1000 Gr ETF ETFs	3.13K + 13.24%	$332.02 - $382.76 $1.04M - $1.2M	26.8K $10.1M
BEP Brookfield Renewable Partners L.P. Utilities	33K + 46.66%	$23.3 - $28.3 $769K - $934K	104K $2.92M
AAPL Apple Inc. Technology	247 + 1.48%	$207.23 - $234.82 $51.2K - $58K	16.9K $3.93M
IVV Ishares Core S&P 500 ETF ETFs	593 + 29.14%	$520.18 - $576.82 $308K - $342K	2.63K $1.52M
IJR Ishares Core S&P Sm Cap ETF ETFs	2.82K + 100.79%	$105.53 - $118.34 $298K - $334K	5.62K $657K
NEE Nextera Energy Inc Utilities	200 + 0.83%	$69.9 - $84.97 $14K - $17K	24.2K $2.05M
XEL Xcel Energy Inc Utilities	1 + 0.0%	$52.11 - $65.3 $52.1 - $65.3	28.9K $1.89M
RSP Invesco S&P 500 Equal Weight E ETFs	1K + 23.58%	$162.83 - $179.16 $163K - $180K	5.25K $940K
JAAA Janus Detroit Str Tr Janus Hen ETFs	3.15K + 2.99%	$50.52 - $50.95 $159K - $160K	108K $5.52M
LOUP Innovator Etfs Tr Loup Frontie ETFs	3.2K + 3.89%	$39.71 - $49.27 $127K - $158K	85.4K $4.06M
VTI Vanguard Total Stock Market Et ETFs	200 + 19.98%	$255.18 - $283.2 $51K - $56.6K	1.2K $340K
Ishares Bitcoin Trust ETF	9.43K + 8.95%	N/A	115K $0

Activity Summary All Purchases 29 New Holdings 11 Increased Positions 18 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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