Independent Advisor Alliance New Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.9K
New
$23.88 - $24.32 $713K - $727K
29.9K $715K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
58.1K
New
$12.1 - $13.52 $702K - $785K
58.1K $711K
XLB
Select Sector Spdr Fd Material

ETFs
8.4K
New
$83.8 - $97.58 $704K - $820K
8.4K $706K
IGV
Ishares Expanded Tech Software

ETFs
7.05K
New
$87.5 - $110.17 $617K - $777K
7.05K $706K
RPV
Invesco Exchange Traded Fd Tr

ETFs
7.84K
New
$87.41 - $97.21 $685K - $762K
7.84K $706K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.5K
New
$25.35 - $25.53 $698K - $703K
27.5K $700K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
12.2K
New
$56.61 - $61.63 $693K - $755K
12.2K $694K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.87K
New
$76.21 - $82.24 $676K - $730K
8.87K $690K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
28K
New
$24.45 - $24.62 $684K - $689K
28K $685K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
16.8K
New
$40.26 - $42.88 $678K - $722K
16.8K $682K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.3K
New
$36.54 - $37.53 $669K - $687K
18.3K $673K
RWO
Spdr Dow Jones Global Real Est

ETFs
15.5K
New
$42.41 - $47.31 $656K - $732K
15.5K $663K
MLPX
Global X Mlp & Energy Infrastr

ETFs
10.9K
New
$54.89 - $64.32 $601K - $704K
10.9K $661K
TPHD
Timothy Plan High Divid Stk Et

ETFs
18.2K
New
$35.89 - $39.51 $653K - $719K
18.2K $661K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.7K
New
$44.87 - $46.86 $661K - $691K
14.7K $661K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
17.8K
New
$36.95 - $39.5 $659K - $704K
17.8K $659K
VMO
Invesco Municipal Opportunity Trust

Financial Services
65.8K
New
$9.47 - $10.33 $624K - $680K
65.8K $639K
PHO
Invesco Exchange Traded Fd Tr

ETFs
9.71K
New
$65.79 - $72.14 $639K - $700K
9.71K $638K
MGC
Vanguard Mega Cap ETF

ETFs
3K
New
$204.21 - $220.18 $613K - $661K
3K $637K
MGV
Vanguard Mega Cap Value

ETFs
5.04K
New
$124.06 - $133.48 $625K - $672K
5.04K $628K
RMI
River North Opportunistic Municipal Income Fund, Inc.

N/A
41.7K
New
$14.8 - $16.46 $618K - $687K
41.7K $628K
IQI
Invesco Quality Municipal Income Trust

Financial Services
63.6K
New
$9.59 - $10.5 $609K - $667K
63.6K $626K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
9.86K
New
$63.27 - $70.31 $624K - $693K
9.86K $625K
SSO
Proshares Ultra S&P 500

ETFs
6.73K
New
$87.92 - $99.73 $592K - $672K
6.73K $622K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.33K
New
$115.08 - $119.55 $614K - $638K
5.33K $616K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
29.9K
New
$20.38 - $21.75 $609K - $650K
29.9K $615K
RWK
Invesco Exchange Traded Fd Tr

ETFs
5.28K
New
$114.67 - $126.49 $605K - $668K
5.28K $613K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
31.4K
New
$19.11 - $21.17 $601K - $665K
31.4K $604K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
53.4K
New
$11.1 - $12.03 $593K - $642K
53.4K $602K
IDV
Ishares Tr

ETFs
22K
New
$27.03 - $29.92 $593K - $657K
22K $601K
EEMV
Ishares Msci Emerging Markets

ETFs
10.3K
New
$57.85 - $63.11 $598K - $652K
10.3K $599K
MDIV
First Trust Multi Asset Divers

ETFs
36.8K
New
$15.95 - $16.94 $586K - $623K
36.8K $593K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
10.4K
New
$45.39 - $62.98 $472K - $655K
10.4K $590K
CZA
Invesco Exchange Traded Fd Tr

ETFs
5.68K
New
$103.81 - $113.57 $590K - $645K
5.68K $590K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
18.1K
New
$32.68 - $36.28 $591K - $656K
18.1K $590K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
63.4K
New
$9.1 - $9.51 $577K - $603K
63.4K $590K
OMFS
Invesco Exchange Traded Self I

ETFs
14.8K
New
$38.83 - $43.9 $575K - $650K
14.8K $586K
BUG
Global X Fds Cybersecurity ETF

ETFs
18.2K
New
$30.13 - $34.51 $549K - $629K
18.2K $584K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
12K
New
$47.98 - $49.47 $574K - $592K
12K $577K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
10.7K
New
$52.0 - $55.66 $557K - $596K
10.7K $572K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
10.1K
New
$56.18 - $67.64 $566K - $681K
10.1K $571K
KCE
Spdr S&P Capital Markets ETF

ETFs
4.1K
New
$124.2 - $148.51 $509K - $609K
4.1K $564K
FICO
Fair Isaac Corp

Technology
283
New
$1911.01 - $2382.4 $541K - $674K
283 $563K
NUSC
Nuveen Esg Small Cap ETF

ETFs
13.4K
New
$41.74 - $46.2 $560K - $620K
13.4K $562K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
19.5K
New
$27.48 - $32.37 $537K - $633K
19.5K $561K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
5.35K
New
$104.5 - $125.64 $559K - $673K
5.35K $559K
IONQ
Ion Q, Inc.

Technology
13.3K
New
$8.17 - $48.24 $109K - $642K
13.3K $556K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
17.9K
New
$30.93 - $33.94 $553K - $606K
17.9K $553K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.01K
New
$105.85 - $112.84 $530K - $565K
5.01K $552K
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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