Ticker: QOWZ CUSIP: 46138G466 Class: NASDAQ FREE CASH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Onyx Bridge Wealth Group LLC | 122,686 | $4,395 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 114,652 | $4,155 |
| Concurrent Investment Advisors, LLC | 7,672 | $275 |
| BANK OF AMERICA CORP /DE/ | 551 | $20 |
| UBS Group AG | 292 | $10 |
| Geneos Wealth Management Inc. | 125 | $4 |
| CWM, LLC | 92 | $0 |
| Total (7 institutions) | 246,070 | $8,860 |