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
FTLS
First Tr Long/Short Equity ETF

ETFs
34.5K
New
$63.1 - $67.29 $2.17M - $2.32M
34.5K $2.27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45K
New
$50.02 - $51.24 $2.25M - $2.31M
45K $2.26M
MINO
Pimco ETF Tr Municipal Income

ETFs
49.3K
New
$44.94 - $46.07 $2.22M - $2.27M
49.3K $2.22M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
96.2K
New
$23.02 - $23.23 $2.22M - $2.24M
96.2K $2.22M
IWP
Ishares Russell Mid Cap Growth

ETFs
17.4K
New
$116.4 - $138.52 $2.02M - $2.41M
17.4K $2.2M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
21.7K
New
$99.2 - $108.47 $2.15M - $2.36M
21.7K $2.16M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
92.3K
New
$23.25 - $23.56 $2.15M - $2.18M
92.3K $2.15M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
28.5K
New
$72.16 - $78.82 $2.06M - $2.25M
28.5K $2.15M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.58K
New
$264.18 - $304.19 $2M - $2.31M
7.58K $2.12M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
20.2K
New
$103.6 - $112.52 $2.1M - $2.28M
20.2K $2.12M
VFH
Vanguard Financial ETF

ETFs
17.4K
New
$108.87 - $126.2 $1.9M - $2.2M
17.4K $2.06M
IEF
Ishares Barclays

ETFs
22.2K
New
$92.08 - $98.18 $2.04M - $2.18M
22.2K $2.05M
BOTZ
Global X Fds

ETFs
64K
New
$31.11 - $34.18 $1.99M - $2.19M
64K $2.04M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
19.2K
New
$101.77 - $113.02 $1.95M - $2.17M
19.2K $2.03M
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
16.1K
New
$118.78 - $129.7 $1.92M - $2.09M
16.1K $2M
PUI
Invesco Exchange Traded Fd Tr

ETFs
51.7K
New
$38.34 - $42.71 $1.98M - $2.21M
51.7K $2M
GAB
Gabelli Equity Trust Inc

Financial Services
368K
New
$5.36 - $5.83 $1.97M - $2.14M
368K $1.98M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
21.5K
New
$90.74 - $103.94 $1.95M - $2.23M
21.5K $1.96M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
21.7K
New
$89.81 - $104.0 $1.94M - $2.25M
21.7K $1.95M
EMB
Ishares Tr

ETFs
21.8K
New
$88.94 - $93.46 $1.94M - $2.04M
21.8K $1.94M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
35K
New
$55.45 - $61.08 $1.94M - $2.14M
35K $1.94M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
95.1K
New
$20.11 - $20.99 $1.91M - $2M
95.1K $1.93M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
61.6K
New
$30.48 - $34.2 $1.88M - $2.11M
61.6K $1.88M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
220K
New
$8.36 - $8.71 $1.84M - $1.92M
220K $1.86M
RPG
Invesco Exchange Traded Fd Tr

ETFs
44.8K
New
$38.88 - $44.07 $1.74M - $1.98M
44.8K $1.85M
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
137K
New
$13.32 - $14.58 $1.83M - $2M
137K $1.84M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8.75K
New
$201.32 - $217.44 $1.76M - $1.9M
8.75K $1.81M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
45.7K
New
$39.3 - $41.34 $1.8M - $1.89M
45.7K $1.8M
RMMZ
River North Managed Duration Municipal Income Fund Ii, Inc.

ETFs
120K
New
$14.78 - $16.52 $1.78M - $1.99M
120K $1.8M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
33.7K
New
$53.0 - $55.5 $1.79M - $1.87M
33.7K $1.79M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
17.7K
New
$100.22 - $100.73 $1.78M - $1.79M
17.7K $1.78M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
25.7K
New
$67.57 - $76.22 $1.73M - $1.96M
25.7K $1.77M
VBR
Vanguard Small Cap Value ETF

ETFs
8.89K
New
$197.36 - $217.3 $1.75M - $1.93M
8.89K $1.76M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.07K
New
$278.19 - $315.36 $1.69M - $1.91M
6.07K $1.75M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
88K
New
$19.8 - $20.06 $1.74M - $1.76M
88K $1.75M
OUNZ
Van Eck Merk Gold Trust

ETFs
68.8K
New
$24.72 - $26.9 $1.7M - $1.85M
68.8K $1.74M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
142K
New
$11.91 - $14.14 $1.69M - $2.01M
142K $1.74M
RVLV
Revolve Group, Inc.

Consumer Cyclical
51.8K
New
$23.44 - $38.8 $1.21M - $2.01M
51.8K $1.74M
IHYF
Inv Act Mgd Ex Trd Fd Tr

ETFs
77.3K
New
N/A
77.3K $1.71M
FINX
Global X Fds Fintech ETF (De)

ETFs
54.5K
New
$27.48 - $34.32 $1.5M - $1.87M
54.5K $1.7M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
52.5K
New
$31.99 - $33.51 $1.68M - $1.76M
52.5K $1.69M
QABA
First Trust Nasdaq Aba Communi

ETFs
30.4K
New
$50.85 - $62.94 $1.54M - $1.91M
30.4K $1.69M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
72.3K
New
$23.25 - $23.37 $1.68M - $1.69M
72.3K $1.69M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
40.2K
New
$40.26 - $44.35 $1.62M - $1.78M
40.2K $1.66M
TAXF
American Centy ETF Tr Diversif

ETFs
33.2K
New
$49.94 - $51.44 $1.66M - $1.71M
33.2K $1.66M
CLOU
Global X Fds Cloud Computing E

ETFs
69.3K
New
$20.08 - $25.59 $1.39M - $1.77M
69.3K $1.66M
SUB
Ishares Short Term National Mu

ETFs
15.5K
New
$104.94 - $106.2 $1.63M - $1.65M
15.5K $1.63M
VAW
Vanguard Materials ETF

ETFs
8.52K
New
$186.91 - $215.32 $1.59M - $1.83M
8.52K $1.6M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
49.7K
New
$28.23 - $35.28 $1.4M - $1.75M
49.7K $1.58M
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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