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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
654K
New
$198.04 - $221.51 $130M - $145M
654K $138M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.46M
New
$69.3 - $74.3 $101M - $108M
1.46M $104M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.26M
New
$65.67 - $69.79 $82.6M - $87.7M
1.26M $84.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
866K
New
$80.93 - $85.66 $70.1M - $74.2M
866K $70.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.42M
New
$44.33 - $49.55 $62.9M - $70.3M
1.42M $63.7M
OMFL
Invesco Exchange Traded Self I

ETFs
987K
New
$52.49 - $56.58 $51.8M - $55.8M
987K $53.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.41M
New
$35.45 - $40.33 $50.2M - $57.1M
1.41M $50.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93.2K
New
$521.84 - $558.82 $48.6M - $52.1M
93.2K $50.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.23M
New
$34.49 - $39.24 $42.5M - $48.4M
1.23M $45.8M
FDVV
Fidelity High Dividend ETF

ETFs
884K
New
$49.66 - $52.63 $43.9M - $46.5M
884K $44.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.63M
New
$20.6 - $20.71 $33.6M - $33.7M
1.63M $33.6M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
465K
New
$63.23 - $66.65 $29.4M - $31M
465K $29.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
465K
New
$59.74 - $60.03 $27.8M - $27.9M
465K $27.8M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.43M
New
$19.38 - $19.58 $27.7M - $28M
1.43M $27.8M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
277K
New
$90.31 - $106.37 $25M - $29.5M
277K $27.6M
IWV
Ishares Russell 3000 ETF

ETFs
81.6K
New
$323.08 - $349.08 $26.4M - $28.5M
81.6K $27.3M
XLF
Financial Sector Spdr

ETFs
554K
New
$44.89 - $51.34 $24.9M - $28.5M
554K $26.8M
USFR
Wisdomtree Floating Rate Treas

ETFs
518K
New
$50.23 - $50.46 $26M - $26.1M
518K $26.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
794K
New
$32.65 - $33.68 $25.9M - $26.8M
794K $26M
SPMD
Spdr Portfolio

ETFs
467K
New
$54.13 - $59.56 $25.3M - $27.8M
467K $25.5M
GTO
Invesco Actively Managed ETF T

ETFs
507K
New
$46.33 - $48.41 $23.5M - $24.6M
507K $23.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
177K
New
$131.66 - $144.0 $23.4M - $25.5M
177K $23.4M
VGSH
Vanguard

ETFs
375K
New
$58.02 - $58.88 $21.8M - $22.1M
375K $21.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
221K
New
$97.11 - $104.1 $21.5M - $23M
221K $21.7M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
50.8K
New
$417.69 - $450.94 $21.2M - $22.9M
50.8K $21.6M
XLU
Utilities Sector Spdr

ETFs
285K
New
$74.89 - $82.93 $21.3M - $23.6M
285K $21.6M
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
201K
New
$88.59 - $94.57 $17.8M - $19M
201K $17.9M
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
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
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
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
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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