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Innov Prem Inc 40 Barr-July (JULQ)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.4K (+$1)
Filed 2026-02-06
Susquehanna International Group, LLP
CLOSED
Shares0 from 64,658
Change-64,658 (-100%)
Value$0 (-$1.6M)
Filed 2025-11-14
MTM Financial Group, LLC
CLOSED
Shares0 from 33,255
Change-33,255 (-100%)
Value$0 (-$824.9K)
Filed 2026-06-23
World Investment Advisors
CLOSED
Shares0 from 30,258
Change-30,258 (-100%)
Value$0 (-$750.6K)
Filed 2025-10-15
Brookstone Capital Management
CLOSED
Shares0 from 8,716
Change-8,716 (-100%)
Value$0 (-$216.2K)
Filed 2025-10-15
Sound Income Strategies, LLC
CLOSED
Shares0 from 8,116
Change-8,116 (-100%)
Value$0 (-$201.3K)
Filed 2025-10-10
CoreCap Advisors, LLC
CLOSED
Shares0 from 2,349
Change-2,349 (-100%)
Value$0 (-$58.3K)
Filed 2025-10-22
UBS Group AG
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$23.6K)
Filed 2025-11-13
Sunbelt Securities, Inc.
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$12.0K)
Filed 2025-11-19
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-30
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
IFP Advisors, Inc
UNCHANGED30030000%$7.4K$7.4K+$12026-02-06
Susquehanna International Group, LLP
CLOSED064,658-64,658-100%$1.6M$0-$1.6M2025-11-14
MTM Financial Group, LLC
CLOSED033,255-33,255-100%$824.9K$0-$824.9K2026-06-23
World Investment Advisors
CLOSED030,258-30,258-100%$750.6K$0-$750.6K2025-10-15
Brookstone Capital Management
CLOSED08,716-8,716-100%$216.2K$0-$216.2K2025-10-15
Sound Income Strategies, LLC
CLOSED08,116-8,116-100%$201.3K$0-$201.3K2025-10-10
CoreCap Advisors, LLC
CLOSED02,349-2,349-100%$58.3K$0-$58.3K2025-10-22
UBS Group AG
CLOSED0953-953-100%$23.6K$0-$23.6K2025-11-13
Sunbelt Securities, Inc.
CLOSED0482-482-100%$12.0K$0-$12.0K2025-11-19
Berthel, Fisher & Company Financial Services, Inc.
CLOSED061-61-100%$1.5K$0-$1.5K2026-10-30
Proequities, Inc.
N/A—00—$0———
Showing 11 of 11 institutions