Institutional Ownership Inv Act Mgd Ex Trd Fd Tr (IHYF)
This table provides information about the institutional ownership of Inv Act Mgd Ex Trd Fd Tr (IHYF). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
1,184,443
shares
|
$26.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
505,301
shares
|
$11.2 Million
6.21% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
111,760
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2024
Added 142.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
66,334
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2024
Added 154.41%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
56,752
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
56,465
shares
|
$1.25 Million
0.43% of portfolio
|
Q2 2024
Reduced 8.81%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
21,700
shares
|
$480,004
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
18,636
shares
|
$412,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
14,049
shares
|
$310,763
0.0% of portfolio
|
Q2 2024
Added 9.77%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,009
shares
|
$44,439
0.0% of portfolio
|
Q4 2023
Reduced 61.45%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
1,084
shares
|
$23,978
0.0% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
378
shares
|
$8,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
146
shares
|
$3,229
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|