Stock
SPXX
| Ownership Count: | 142 |
| Ownership Count: | 142 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| UBS Group AG | 0.0% |
Added 3.05%
|
443,386 | $7,870,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.0% |
No Change
|
334,202 | $5,932,000.0 |
| WELLS FARGO & COMPANY/MN | 0.0% |
Reduced 3.29%
|
300,268 | $5,329,000.0 |
| GUGGENHEIM CAPITAL LLC | 0.05% |
Added 3.90%
|
297,857 | $5,286,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.01% |
No Change
|
281,157 | $4,717,000.0 |
| HOWARD WEALTH MANAGEMENT, LLC | 3.45% |
Reduced 2.44%
|
274,354 | $4,126,000.0 |
| Shaker Financial Services, LLC | 1.71% |
Added 3.24%
|
245,444 | $4,356,000.0 |
| Invesco Ltd. | 0.0% |
Added 10.53%
|
243,823 | $4,327,000.0 |
| Atria Wealth Solutions, Inc. | 0.09% |
Reduced 0.28%
|
235,474 | $4,179,000.0 |
| MORGAN STANLEY | 0.0% |
Added 6.22%
|
215,501 | $3,825,000.0 |
| 1607 Capital Partners, LLC | 0.3% |
Reduced 23.80%
|
208,686 | $3,704,000.0 |
| Houlihan Financial Resource Group, Ltd. | 0.08% |
Added 6100.00%
|
159,464 | $2,462,000.0 |
| Cambridge Investment Research Advisors, Inc. | 0.01% |
Added 3.85%
|
141,254 | $2,507,000.0 |
| LPL Financial LLC | 0.0% |
Added 12.06%
|
136,117 | $2,416,000.0 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.17% |
No Change
|
90,482 | $1,518,000.0 |