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 17 institutions that hold shares in the stock, with a total of 2.03 Million shares, which have been reported (via 13F filing form) to have a value of $45 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,174,777
shares
|
$26 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
531,435
shares
|
$11.8 Million
6.38% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
77,282
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
76,974
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
46,822
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
45,445
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
19,700
shares
|
$435,764
0.09% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,326
shares
|
$427,491
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,236
shares
|
$337,020
0.0% of portfolio
|
Q4 2024
Reduced 67.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,506
shares
|
$298,752
0.0% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
10,912
shares
|
$241,373
0.09% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
861
shares
|
$19,045
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
378
shares
|
$8,361
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
341
shares
|
$7,542
0.0% of portfolio
|
Q4 2024
Reduced 68.54%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
149
shares
|
$3,295
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|