Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
285K
New
$74.89 - $82.93 $21.3M - $23.6M
285K $21.6M
FTCS
First Trust Capital Strength E

ETFs
245K
+ 5063.77%
$87.62 - $94.03 $21.5M - $23.1M
250K $22M
TSLA
Tesla, Inc.

Consumer Cyclical
18.2K
+ 18.35%
$213.65 - $479.86 $3.88M - $8.72M
117K $47.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
415K
New
$50.62 - $50.97 $21M - $21.2M
415K $21.1M
FV
First Trust Dorsey Wright Focu

ETFs
343K
New
$57.47 - $62.82 $19.7M - $21.5M
343K $20.2M
XLY
Select Sector Spdr Consumer Di

ETFs
89.1K
New
$194.8 - $239.43 $17.4M - $21.3M
89.1K $20M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
625K
New
$30.04 - $32.01 $18.8M - $20M
625K $19.7M
VB
Vanguard Small Cap ETF

ETFs
77.8K
New
$233.76 - $261.58 $18.2M - $20.4M
77.8K $18.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
929K
New
$19.42 - $19.76 $18M - $18.4M
929K $18.1M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
360K
+ 4495.63%
$50.0 - $50.27 $18M - $18.1M
368K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
367K
+ 7381.08%
$47.57 - $52.44 $17.4M - $19.2M
372K $17.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
308K
+ 4826.99%
$56.06 - $61.35 $17.2M - $18.9M
314K $17.7M
VTV
Vanguard Value ETF

ETFs
102K
+ 556.66%
$168.32 - $181.87 $17.2M - $18.5M
120K $20.4M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
137K
New
$123.69 - $133.68 $16.9M - $18.3M
137K $17.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
684K
New
$24.94 - $26.14 $17M - $17.9M
684K $17.1M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
392K
New
$42.35 - $47.59 $16.6M - $18.6M
392K $16.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
165K
New
$96.64 - $101.23 $16M - $16.7M
165K $16M
IWR
Ishares Russell Mid Cap ETF

ETFs
179K
New
$87.25 - $95.52 $15.6M - $17.1M
179K $15.8M
AVGO
Broadcom Inc.

Technology
19.8K
+ 10.56%
$159.67 - $250.0 $3.16M - $4.95M
207K $48.1M
RDVY
First Trust Rising Dividend Ac

ETFs
261K
New
$58.65 - $64.37 $15.3M - $16.8M
261K $15.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
44.7K
New
$316.94 - $357.88 $14.2M - $16M
44.7K $15.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37.6K
+ 3344.62%
$370.24 - $418.94 $13.9M - $15.8M
38.8K $15.6M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
817K
New
$18.28 - $18.87 $14.9M - $15.4M
817K $15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
741K
New
$20.08 - $20.61 $14.9M - $15.3M
741K $14.9M
CGCP
Capital Group Core Plus Income

ETFs
672K
New
$22.13 - $23.17 $14.9M - $15.6M
672K $14.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
842K
New
$17.65 - $18.18 $14.9M - $15.3M
842K $14.9M
FMB
First Tr Exchange Traded Fd Ii

ETFs
291K
New
$50.62 - $52.07 $14.7M - $15.1M
291K $14.8M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
541K
New
$25.22 - $28.15 $13.6M - $15.2M
541K $14.5M
MBB
Ishares Tr

ETFs
152K
New
$91.26 - $95.82 $13.8M - $14.5M
152K $13.9M
IEFA
Ishares Tr

ETFs
199K
+ 669.01%
$70.06 - $77.43 $13.9M - $15.4M
228K $16.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
273K
New
$50.37 - $50.6 $13.7M - $13.8M
273K $13.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
107K
New
$126.68 - $134.74 $13.5M - $14.4M
107K $13.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
148K
New
$91.29 - $91.8 $13.5M - $13.6M
148K $13.5M
CGGO
Capital Group Global Growth Eq

ETFs
461K
New
$29.21 - $30.67 $13.5M - $14.1M
461K $13.5M
CGDV
Capital Group Divid Value ETF

ETFs
382K
New
$35.16 - $37.12 $13.4M - $14.2M
382K $13.5M
HYLS
First Tr Tactical High Yield L

ETFs
325K
New
$41.29 - $42.03 $13.4M - $13.7M
325K $13.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
327K
New
$40.06 - $45.21 $13.1M - $14.8M
327K $13.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
129K
New
$94.43 - $105.47 $12.2M - $13.6M
129K $13.1M
MUB
Ishares National Muni Bond ETF

ETFs
123K
+ 2644.04%
$105.78 - $108.7 $13M - $13.3M
127K $13.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
232K
New
$53.94 - $58.15 $12.5M - $13.5M
232K $13.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
351K
+ 4413.31%
$37.12 - $41.23 $13M - $14.5M
359K $13.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
140K
New
$90.42 - $94.5 $12.7M - $13.3M
140K $12.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
323K
+ 6357.93%
$38.37 - $42.82 $12.4M - $13.8M
328K $12.6M
XLC
Select Sector Spdr Tr Communic

ETFs
125K
New
$89.66 - $102.16 $11.2M - $12.8M
125K $12.1M
GOOGL
Alphabet Inc.

Communication Services
32.6K
+ 12.92%
$161.86 - $196.66 $5.28M - $6.41M
285K $53.9M
META
Meta Platforms, Inc.

Communication Services
18.5K
+ 28.47%
$554.08 - $632.68 $10.2M - $11.7M
83.4K $49.2M
PCEF
Invesco Cef Income Composite E

ETFs
625K
New
$19.05 - $19.86 $11.9M - $12.4M
625K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
273K
+ 2112.47%
$44.04 - $49.49 $12M - $13.5M
286K $12.6M
FXL
First Tr Exchange Traded Fd Fi

ETFs
79K
New
$136.18 - $158.26 $10.8M - $12.5M
79K $11.7M
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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