IDIV

U.S. Equity Cumulative Dividends Fund - Series 2027

Delisted

IDIV was delisted on the 9th of December, 2022.

4 hedge funds and large institutions have $2.92M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FC
1
Fore Capital
New York
$1.88M 200,000
PCS
2
Personal CFO Solutions
New Jersey
$539K 53,472 +53,472 New
HighTower Advisors
3
HighTower Advisors
Illinois
$504K 50,000
UBS Group
4
UBS Group
Switzerland
$3K 260 -508 -66%
CWM
5
Cranbrook Wealth Management
Michigan
-12,530 Closed
CFGS
6
Concourse Financial Group Securities
Alabama