Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF, omfatter Hershey Financial Advisers, LLC, Modern Wealth Management, LLC, Mercer Global Advisors Inc /adv, DAVENPORT & Co LLC, Ballast, Inc., Engineers Gate Manager LP, Traub Capital Management LLC, Summit Financial, LLC, AlphaCore Capital LLC, og Trust Co Of Toledo Na /oh/ .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12.440 | 330 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5.824 | 25,65 | 155 | 25,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14.417 | 382 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 246.847 | 10,97 | 6.549 | 10,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 380 | 10 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 600.486 | 7,25 | 15.931 | 6,64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13.554 | 360 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78.800 | 4,42 | 2.091 | 3,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65.137 | 13,08 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28.181 | 22,84 | 748 | 22,06 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 849 | 23 | ||||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 298.728 | 4,27 | 7.809 | 1,21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 665.889 | 2,43 | 17.666 | 1,86 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 14.840 | 394 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42.818 | 1.136 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15.299 | 408 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 306 | 2,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 114.938 | 13,50 | 3.049 | 12,88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40.072 | 345,29 | 1.063 | 344,77 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 15.413 | 17,29 | 406 | 19,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 565.488 | 44,42 | 15.002 | 43,61 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40 | 1 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.374 | 3,60 | 328 | 3,14 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16.485 | 437 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.101.433 | 1,33 | 29.221 | 0,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10.032 | 0,02 | 266 | -0,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 274.268 | 3,04 | 7.276 | 2,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 35.800 | 55,65 | 950 | 54,81 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31.150 | 119,64 | 826 | 118,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 735.554 | 4,95 | 19.514 | 4,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1.210.388 | 3,53 | 32.114 | 2,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.537.781 | 0,31 | 40.797 | -0,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 8.093 | 215 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3.093 | 116,60 | 82 | 115,79 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 43.216 | 1,07 | 1.147 | 0,53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9.336 | 0,09 | 248 | -0,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40.618 | 1.078 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29.641 | 2,22 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.319.358 | 3,83 | 35.003 | 3,24 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27.026 | 5,62 | 717 | 5,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 106.096 | 18,32 | 2.815 | 17,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13.435 | 1,25 | 356 | 0,56 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 9.945 | 264 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 7.009 | 64,45 | 186 | 63,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.250 | 33 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8.474 | 225 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 35.943 | 5,03 | 954 | 4,38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7.926 | 210 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22.545 | 598 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 805 | 73,87 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14.679 | 0,60 | 389 | 0,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 259.337 | 10,15 | 6.880 | 9,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46 | 283,33 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 334 | -0,30 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 107.036 | 4,01 | 2.840 | 3,42 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 466.004 | 35,66 | 12.358 | 36,60 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4.917 | 200,00 | 130 | 202,33 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 117.281 | 1,08 | 3.111 | 0,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57.685 | 6,52 | 1.530 | 5,96 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 8.267 | 0,92 | 219 | 0,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.334 | 634,58 | 115 | 660,00 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 59.909 | 39,19 | 1.589 | 38,41 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 36.260 | 2,14 | 962 | 1,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 367.643 | 2,71 | 9.754 | 2,13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 429 | 464,47 | 11 | 450,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49.097 | 12,32 | 1.303 | 11,66 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 133.502 | 3.542 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 11.574 | 0,71 | 307 | 0,33 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17.071 | 8,06 | 453 | 7,36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.220 | 0,20 | 298 | -0,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16.340 | 0,88 | 434 | 0,23 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 222.053 | 6,54 | 5.889 | 7,27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 68 | 1,49 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 21.176 | 196,42 | 562 | 195,26 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 70.765 | 2,88 | 1.877 | 2,29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1.090 | 1,02 | 29 | 0,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 70.669 | 33,76 | 1.875 | 33,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 61.260 | 0,78 | 1.625 | 0,25 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 13.796 | 2,15 | 366 | 1,67 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9.752 | 1,03 | 259 | 0,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.450 | 11,97 | 38 | 11,76 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96.940 | 18,25 | 2.572 | 18,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.355 | 3,98 | 381 | 3,26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 98.626 | 4,70 | 2.594 | 5,06 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 203.271 | 7,08 | 5.427 | 7,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 774.495 | 1,94 | 20.547 | 1,37 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29.483 | 524,51 | 782 | 2,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47.334 | 142,39 | 1.256 | 140,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 340.868 | 4,06 | 9.043 | 3,48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10.299 | 2,12 | 273 | 1,49 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 73.462 | 30,12 | 1.949 | 29,35 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 170.650 | 34,18 | 4.527 | 33,42 |
