IGLD

Ft Vest Gold Strategy Target

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Ft Vest Gold Strategy Target (IGLD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ft Vest Gold Strategy Target (IGLD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ft Vest Gold Strategy Target (IGLD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ft Vest Gold Strategy Target (IGLD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Henry Pizzutello@Hfg Wealth Management, Llc
Recent Activity
Decreased -2.61%
7.39%
$11.395M
528,269 shares@ 21.57 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -1.96%
0.4%
$4.272M
226,258 shares@ 18.88 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 468.77%
0.05%
$1.418M
75,083 shares@ 18.89 avg price
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 2.8%
0.35%
$1.283M
67,958 shares@ 18.88 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
New Position
0.6%
$906,013
47,988 shares@ 18.88 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.23%
0.01%
$898,000
47,566 shares@ 18.88 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Decreased -1.52%
0.44%
$468,451
24,812 shares@ 18.89 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Decreased -26.57%
0.18%
$423,441
22,428 shares@ 18.89 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 0.36%
0.02%
$404,180
21,073 shares@ 19.18 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 26.36%
0.08%
$336,600
17,828 shares@ 18.89 avg price