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 13 institutions that hold shares in the stock, with a total of 4.15 Million shares, which have been reported (via 13F filing form) to have a value of $91.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,855,931
shares
|
$85.3 Million
0.01% of portfolio
|
Q3 2025
Added 102.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
111,069
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
52,457
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
41,586
shares
|
$919,882
0.06% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
19,700
shares
|
$435,764
0.07% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,222
shares
|
$425,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,576
shares
|
$388,781
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
17,044
shares
|
$377,013
0.17% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,011
shares
|
$332,043
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
861
shares
|
$19,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$4,424
0.0% of portfolio
|
Q3 2025
Reduced 41.35%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
157
shares
|
$3,472
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|