EPOL — ISHARES TR

Ownership history in Fluent Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Fluent Financial, LLC reported a position in ISHARES TR (EPOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.96% (2025 Q4)
Avg. % of fund
0.96%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 71,501 — — 0.96% $2.5M $35.19
% of Fund (quarterly)    EPOL price (monthly, adj. close)

Other funds also holding EPOL

As of 2025 Q4 — sorted by position size

Arlington Capital Management, Inc. 3Y 7Y 3.39% Accordant Advisory Group Inc 1.33% Spectrum Strategic Capital Management, LLC 1.29% Cobblestone Asset Management LLC 0.63% MANCHESTER FINANCIAL INC 3Y 7Y 0.62% Mount Lucas Management LP 3Y 7Y 0.41% Nilsine Partners, LLC 0.31% Kaizen Financial Strategies 3Y 0.28% Sepio Capital, LP 3Y 7Y 0.26% Csenge Advisory Group 3Y 7Y 0.22%
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