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This page summarizes the IJUL holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IJUL is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing IJUL Share Count |
Stratos Wealth Advisors LLC |
41,889 |
77,060 |
+35,171 |
+83.96% |
Raymond James Financial Services Advisors Inc. |
40,621 |
45,474 |
+4,853 |
+11.95% |
Global Strategic Investment Solutions LLC |
181,364 |
183,360 |
+1,996 |
+1.10% |
Arlington Capital Management Inc. |
7,894 |
7,918 |
+24 |
+0.30% |
13F Filers With Unchanged Share Count |
AdvisorNet Financial Inc |
1,556 |
1,556 |
UNCH |
0.00% |
Harbor Investment Advisory LLC |
1,110 |
1,110 |
UNCH |
0.00% |
CWM LLC |
3,965 |
3,965 |
UNCH |
0.00% |
Chicago Partners Investment Group LLC |
8,671 |
8,671 |
UNCH |
0.00% |
Fragasso Group Inc. |
8,067 |
8,067 |
UNCH |
0.00% |
Wealth Enhancement Advisory Services LLC |
27,398 |
27,398 |
UNCH |
0.00% |
Capital Investment Advisory Services LLC |
2,275 |
2,275 |
UNCH |
0.00% |
Cypress Wealth Services LLC |
57,253 |
57,253 |
UNCH |
0.00% |
Global Trust Asset Management LLC |
5,000 |
5,000 |
UNCH |
0.00% |
NorthCrest Asset Manangement LLC |
12,984 |
12,984 |
UNCH |
0.00% |
13F Filers Decreasing IJUL Share Count |
Allworth Financial LP |
289,089 |
15,496 |
-273,593 |
-94.64% |
Gradient Investments LLC |
809,790 |
173,346 |
-636,444 |
-78.59% |
Brookstone Capital Management |
13,461 |
7,679 |
-5,782 |
-42.95% |
Castle Wealth Management LLC |
27,589 |
20,440 |
-7,149 |
-25.91% |
Nations Financial Group Inc. IA ADV |
19,745 |
15,425 |
-4,320 |
-21.88% |
Sunbelt Securities Inc. |
3,821 |
3,141 |
-680 |
-17.80% |
BKD Wealth Advisors LLC |
110,163 |
98,085 |
-12,078 |
-10.96% |
Cambridge Investment Research Advisors Inc. |
18,407 |
16,772 |
-1,635 |
-8.88% |
BCS Wealth Management |
26,828 |
26,182 |
-646 |
-2.41% |
ODonnell Financial Services LLC |
23,900 |
23,335 |
-565 |
-2.36% |
Commonwealth Equity Services LLC |
188,316 |
184,134 |
-4,182 |
-2.22% |
Strategic Blueprint LLC |
50,030 |
49,363 |
-667 |
-1.33% |
Miracle Mile Advisors LLC |
31,879 |
31,476 |
-403 |
-1.26% |
DHJJ Financial Advisors Ltd. |
16,575 |
16,375 |
-200 |
-1.21% |
Lantz Financial LLC |
274,562 |
271,715 |
-2,847 |
-1.04% |
Berger Financial Group Inc |
254,013 |
252,293 |
-1,720 |
-0.68% |
13F Filers Exiting IJUL |
RFG Advisory LLC |
72,362 |
0 |
-72,362 |
-100.00% |
Raymond James & Associates |
21,646 |
0 |
-21,646 |
-100.00% |
See Summary: Institutional Holders of IJUL
See Details: Top 10 Hedge Funds Holding IJUL
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