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 $1.29M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCS
1
Personal CFO Solutions
New Jersey
$992K 137,736
OMC
2
Old Mission Capital
Illinois
$153K 21,294 +21,294 New
BWM
3
BlackDiamond Wealth Management
New York
$120K 16,563 +2,012 +14%
UBS Group
4
UBS Group
Switzerland
$23K 3,141 +1,772 +129%
Jane Street
5
Jane Street
New York
-109,120 Closed
CB
6
Commerce Bank
Missouri
-24,705 Closed
Wells Fargo
7
Wells Fargo
California
-1 Closed
CFGS
8
Concourse Financial Group Securities
Alabama