Ticker: QTJL CUSIP: 45783Y871 Class: GRWT ACLRTD PLUS
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Seros Financial, LLC | 5,157 | $203 |
| BXM Wealth LLC | 58,517 | $45 |
| World Investment Advisors | 7,864 | $309 |
| OLD MISSION CAPITAL LLC | 6,331 | $249 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,208 | $834 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Secure Asset Management, LLC | 5,478 | 6,153 | +675 (+12.3%) |
| Sunbelt Securities, Inc. | 10,101 | 11,011 | +910 (+9.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,732 | 24,999 | +267 (+1.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 7,771 | 6,159 | -1,612 (-20.7%) |
| IFP Advisors, Inc | 475 | 370 | -105 (-22.1%) |
| Allworth Financial LP | 1,749 | 1,648 | -101 (-5.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 19,146 | $731 |
| BANK OF AMERICA CORP /DE/ | 26 | $1 |
| CoreCap Advisors, LLC | 18 | $1 |