Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF, omfatter Foronjy Financial Llc, Kovitz Investment Group Partners, LLC, Invesco Ltd., TT Capital Management LLC, GenTrust, LLC, Sheaff Brock Investment Advisors, LLC, Spirepoint Private Client, Llc, Astra Wealth Partners LLC, Prelude Capital Management, Llc, Keystone Wealth Services, LLC, Impact Partnership Wealth, LLC, Avidian Wealth Solutions, LLC, Milestones Private Investment Advisors LLC, WBIG - WBI BullBear Yield 3000 ETF, Wealth Advisory Team LLC, Maridea Wealth Management LLC, Park Avenue Securities Llc, First Trust Advisors Lp, og Boreal Capital Management LLC .
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 | Wiley Bros.-aintree Capital, Llc | 50.351 | 121,47 | 2.525 | 121,60 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 117.212 | 3,88 | 5.877 | 3,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 186.440 | 37,23 | 9.348 | 37,29 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 17.350 | 870 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5.453 | 273 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 288.437 | 0,58 | 14.462 | 0,62 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16.700 | 212,21 | 837 | 212,31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 76.694 | 3.845 | ||||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 9.787 | 491 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 899 | 45 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.893 | 23,00 | 546 | 23,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 295.645 | 247,59 | 15 | 250,00 | ||||
| 2025-07-07 | 13F | Trust Co | 50.675 | 6,47 | 2.541 | 6,50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 58 | 1,75 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 225.079 | 18,85 | 11.285 | 18,91 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 118.909 | 114,34 | 5.962 | 114,46 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.704 | 0,12 | 85 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.236.305 | 38,45 | 61.988 | 38,51 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 7.650 | 2,53 | 384 | 2,68 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 76.376 | 9,75 | 3.830 | 9,81 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.015 | 206,65 | 51 | 212,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 | 400,00 | 0 | |||||
| 2025-09-10 | 13F | WT Wealth Management | 16.465 | 4,47 | 826 | 4,56 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 303.918 | 3,71 | 15.238 | 3,75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70.327 | 14,05 | 3.526 | 14,11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4.600 | 231 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 43.475 | 2.180 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 167 | 8 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 10.868 | 1,12 | 545 | 1,12 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 9.854 | 10,01 | 494 | 10,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49.519 | 95,84 | 2.482 | 95,90 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 23.836 | 3,24 | 1.195 | 3,28 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18.243 | 63,94 | 915 | 64,09 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 197.538 | 635,49 | 9.905 | 635,81 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 120.833 | 17,84 | 6.059 | 17,88 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 13.490 | 676 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 133.971 | 1,02 | 6.717 | 1,07 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6.150 | 308 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 20.888 | 223,24 | 1.047 | 224,15 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14.506 | 10,72 | 727 | 10,82 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.223 | 212 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5.661 | 13,97 | 284 | 13,65 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 10.094 | 11,56 | 506 | 11,48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4.000 | 201 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6.297 | 316 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3.819.093 | 15,11 | 191.489 | 15,15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 73.590 | 125,84 | 3.690 | 125,90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 104.518 | 465,54 | 5.241 | 465,87 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 13.034 | 2,12 | 654 | 2,19 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 208 | 10 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13.257 | 665 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4.052.467 | 2,93 | 203.191 | 2,97 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8.387 | 1,21 | 420 | 1,20 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 51.699 | 226,77 | 3 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 910.918 | 16,72 | 45.673 | 16,77 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 13.387 | 671 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 38.113 | 2,22 | 1.911 | 2,30 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 200.287 | 1,20 | 10.052 | 1,38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2.638 | 0,50 | 132 | 0,76 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 9.028 | 1,94 | 453 | 1,80 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 321.577 | 1,86 | 16.124 | 1,90 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 35.285 | 11,79 | 1.769 | 11,89 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 176.798 | 3,29 | 8.865 | 3,32 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 134.235 | 139,97 | 6.727 | 140,21 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 16.506 | 136,51 | 828 | 136,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 6.060 | 7,14 | 304 | 7,07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.411 | 4,82 | 271 | 5,04 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 9.640 | 1,18 | 483 | 1,26 | ||||
| 2025-07-23 | 13F | Triasima Portfolio Management inc. | 7.985 | 400 | ||||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 108.107 | 9,03 | 5.433 | 9,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29.698 | 438,50 | 1.489 | 439,49 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 251 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 4.490 | 0,22 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.238 | 1.422,45 | 112 | 1.500,00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 15.300 | 767 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 17.500 | 877 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 448.025 | 17,98 | 22.464 | 18,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72.186 | 4,66 | 3.619 | 4,69 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 21.757 | 6,27 | 1.091 | 6,24 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 23.311 | 45,59 | 1.169 | 45,64 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 9.557 | 7,12 | 479 | 7,16 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 723.610 | 47,23 | 36.283 | 47,28 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 3.996 | 200 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 158.394 | 0,29 | 7.942 | 0,32 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 804.106 | 11,04 | 40.326 | 11,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 21.194 | 4,39 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.257 | 2,54 | 113 | 2,73 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 10.342 | 14,44 | 519 | 14,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 606.999 | 64,84 | 30.435 | 64,91 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25.119 | 170,07 | 1.259 | 170,17 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6.752 | 339 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 21.560 | 3,25 | 1.081 | 3,35 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6.518 | 59,75 | 327 | 59,80 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71.024 | 22,63 | 3.561 | 22,67 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 18.670 | 0,40 | 936 | 0,54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35.847 | 20,55 | 1.797 | 20,60 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10.588 | 531 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 13.714 | 0,32 | 687 | 0,29 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 148.870 | 0,49 | 7.464 | 0,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14.773 | 18,10 | 741 | 18,21 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15.414 | 60,71 | 773 | 60,83 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 179.320 | 8.991 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 10.035 | 503 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6.581 | 19,35 | 330 | 19,20 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 11.513 | 26,17 | 577 | 26,26 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 40.695 | 4,50 | 2.040 | 4,56 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 268 | 1,13 | 13 | 0,00 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 42 | 2 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 6.846 | 33,66 | 343 | 33,98 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 67.643 | 4,97 | 3.392 | 5,02 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 42.588 | 76,09 | 2.135 | 76,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6.088 | 0,13 | 305 | 0,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 929.019 | 21,76 | 46.581 | 21,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 221.144 | 6,76 | 11.088 | 6,81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7.107 | 1,05 | 356 | 1,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.560.270 | 35,25 | 78.232 | 35,31 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7.361 | 369 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 50.884 | 0,43 | 2.554 | 0,55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.366 | 0 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32.493 | 1.629 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8.677 | 0,23 | 435 | 0,46 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 21.370 | 9,20 | 1.071 | 9,29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21.497 | 1.078 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29.346 | 2,09 | 1.471 | 2,15 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 30.779 | 1.543 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.050 | 604 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 625 | 88,25 | 31 | 93,75 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.594 | 0,06 | 80 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13.446 | 61,47 | 674 | 61,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 61.233 | 13,75 | 3.070 | 13,83 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16.875 | 5,47 | 846 | 5,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 202.747 | 2.763,25 | 10.166 | 2.771,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31.887 | 59,87 | 1.599 | 59,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4.096.067 | 9,37 | 205.377 | 9,41 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4.515 | 0,13 | 226 | 0,44 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 108.999 | 7,52 | 5.465 | 7,58 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 33.192 | 2 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 64.828 | 67,44 | 3.250 | 67,53 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 11.406 | 1,61 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 260.816 | 12,05 | 13.077 | 12,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8.837 | 49,91 | 443 | 50,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15.335 | 19,66 | 769 | 19,63 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 7.079 | 355 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 40.888 | 2.050 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 353.424 | 1,18 | 17.721 | 1,22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 967.552 | 5,50 | 48.513 | 5,54 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4.700 | 5,62 | 236 | 5,83 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 10.138 | 508 |
