Income Index Pool
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$11.48avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Income Index Pool in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Wealthspire Advisors, LLC ($819K) and Game Plan Financial Advisors, LLC ($23K).
- Company
- Income Index Pool
- CUSIP
- 808516827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $819K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 71,385 shares bought and 20 shares sold, net +71,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Wealthspire Advisors, LLC | 0.00% | New | 71,385 | $819K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -1.0% | 1,979 | $23K |
"% of holder's portfolio" is INCOME INDEX POOL's weight in each manager's 13F, not the share of Income Index Pool the manager owns.