Ifg Advisory, LLC Incresed Positions in Q3 2024

Ifg Advisory, LLC

  • $1.54 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
2.16K
+ 16.55%
$32.48 - $35.45 $70.1K - $76.5K
15.2K $524K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.24K
+ 18.46%
$19.48 - $20.97 $63K - $67.9K
20.8K $431K
IMO
Imperial Oil LTD

Energy
388
+ 1.49%
$65.73 - $77.23 $25.5K - $30K
26.5K $1.87M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
882
+ 4.61%
$45.2 - $47.87 $39.9K - $42.2K
20K $951K
NBTB
Nbt Bancorp Inc

Financial Services
98
+ 0.75%
$37.75 - $49.84 $3.7K - $4.88K
13.1K $579K
CASS
Cass Information Systems Inc

Industrials
279
+ 0.62%
$38.24 - $46.2 $10.7K - $12.9K
45.4K $1.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
784
+ 4.94%
$36.98 - $41.55 $29K - $32.6K
16.6K $684K
DOW
Dow Inc.

Basic Materials
94
+ 0.24%
$50.15 - $55.41 $4.71K - $5.21K
39.1K $2.14M
CAPL
Cross America Partners LP

Energy
2.5K
+ 14.94%
$18.82 - $21.27 $47.1K - $53.2K
19.2K $398K
UCBI
United Community Banks Inc

Financial Services
154
+ 0.96%
$24.56 - $31.51 $3.78K - $4.85K
16.2K $474K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.43K
+ 10.83%
$23.58 - $25.5 $33.8K - $36.5K
14.7K $372K
DFAI
Dimensional ETF Tr

ETFs
17
+ 0.06%
$28.69 - $32.06 $488 - $545
26.3K $835K
FDVV
Fidelity High Dividend ETF

ETFs
61
+ 0.51%
$46.26 - $50.65 $2.82K - $3.09K
11.9K $603K
MPLX
Mplx LP

Energy
136
+ 0.59%
$40.44 - $45.07 $5.5K - $6.13K
23.3K $1.04M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
3.83K
+ 5.35%
$7.48 - $8.24 $28.7K - $31.6K
75.5K $618K
FPE
First Tr Pfd Secs & Income ETF

ETFs
793
+ 2.04%
$17.35 - $18.22 $13.8K - $14.4K
39.6K $716K
EPD
Enterprise Products Partners L.P.

Energy
1.15K
+ 1.71%
$27.88 - $30.0 $32.1K - $34.5K
68.5K $1.99M
BAC
Bank Of America Corp

Financial Services
1.08K
+ 3.18%
$36.65 - $44.13 $39.7K - $47.8K
35.2K $1.4M
EMLP
First Tr Exchange Traded Iv

ETFs
14
+ 0.12%
$30.38 - $34.0 $425 - $476
11.5K $386K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
257
+ 1.28%
$49.93 - $51.15 $12.8K - $13.1K
20.3K $1.04M
ARCC
Ares Capital Corp

Financial Services
1.18K
+ 3.03%
$19.8 - $21.28 $23.4K - $25.2K
40.2K $842K
RIGS
Riverfront Strategic Income Fd

ETFs
253
+ 1.04%
$22.5 - $23.69 $5.69K - $5.99K
24.6K $576K
VALE
Vale S.A.

Basic Materials
1.18K
+ 5.18%
$9.9 - $11.8 $11.6K - $13.9K
23.9K $279K
SPSB
Spdr Portfolio Short Term Corp

ETFs
269
+ 0.87%
$29.58 - $30.31 $7.96K - $8.15K
31.1K $940K
RNST
Renasant Corp

Financial Services
4
+ 0.03%
$29.78 - $37.09 $119 - $148
13.3K $432K
XLP
Consumer Staples Sector Spdr

ETFs
1.03K
+ 1.05%
$76.04 - $76.04 $78.6K - $78.6K
99.2K $7.54M
RLY
Ssga Active ETF Tr

ETFs
22
+ 0.11%
$26.98 - $28.77 $594 - $633
20.4K $584K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
83
+ 0.48%
$11.73 - $13.0 $974 - $1.08K
17.2K $223K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
112
+ 1.0%
$48.27 - $49.43 $5.41K - $5.54K
11.3K $559K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
690
+ 3.44%
$20.27 - $20.27 $14K - $14K
20.8K $420K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.3K
+ 12.85%
$14.36 - $16.0 $18.7K - $20.8K
11.4K $172K
FSK
Fs Kkr Capital Corp

Financial Services
545
+ 0.6%
$18.74 - $20.43 $10.2K - $11.1K
92K $1.82M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9
+ 0.06%
$11.52 - $12.52 $104 - $113
14.8K $182K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
75
+ 0.74%
$19.74 - $20.07 $1.48K - $1.51K
10.3K $205K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
6.93K
+ 12.84%
N/A
60.9K $0
Blackrock Flexible
2.97K
+ 37.31%
N/A
10.9K $0
Gsk PLC
1.66K
+ 11.39%
N/A
16.3K $0
GVAL
Cambria Global Value ETF
3.35K
+ 2.75%
N/A
125K $0
T Rowe
3.87K
+ 33.95%
N/A
15.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.48K
+ 32.4%
N/A
18.3K $0
CGMU
Capital Group Core Plus Income
1.12K
+ 4.79%
N/A
24.6K $0
Fidelity Covington
1.05K
+ 6.19%
N/A
18K $0
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.15K
+ 3.14%
$6.77 - $7.11 $7.75K - $8.14K
37.6K $256K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
414
+ 2.36%
$19.97 - $21.86 $8.27K - $9.05K
17.9K $368K
CVX
Chevron Corp

Energy
346
+ 2.75%
$137.88 - $161.97 $47.7K - $56K
12.9K $1.9M
MRK
Merck & Co., Inc.

Healthcare
614
+ 2.98%
$111.15 - $128.97 $68.2K - $79.2K
21.2K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
990
+ 2.0%
$161.02 - $200.0 $159K - $198K
50.4K $9.4M
Activity Summary
Buys All Purchases 216 New Holdings 18 Increased Positions 198 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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