Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF, omfatter Vestmark Advisory Solutions, Inc., Cerity Partners LLC, Entropy Technologies, LP, Exchange Traded Concepts, Llc, BLVD Private Wealth, LLC, Drive Wealth Management, Llc, Axim Planning & Wealth, Solutions 4 Wealth, Ltd, Gts Securities Llc, Global Retirement Partners, LLC, Barnes Dennig Private Wealth Management LLC, og Strategic Wealth Partners, Ltd. .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | VestGen Advisors, LLC | 209.747 | 1,81 | 9.867 | 2,05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130.771 | 16,28 | 6.132 | 16,18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64.601 | 10,83 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5.420 | 254 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 128.740 | 4,51 | 6.037 | 4,83 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 21.569 | 0,50 | 1.011 | 0,40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12.986 | 15,43 | 609 | 15,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3.105 | 146 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13.635 | 12,98 | 639 | 14,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 200.907 | 15,71 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22.987 | 46,81 | 1 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 245.800 | 0,27 | 11.526 | 0,18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18.585 | 871 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16.101 | 0,42 | 755 | 0,27 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 18.002 | 0,04 | 844 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 598.765 | 2,91 | 28.076 | 2,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 27,27 | 1 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 23.213 | 15,94 | 1.088 | 15,87 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.411.115 | 2,63 | 113.057 | 2,54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 98.980 | 15,31 | 4.641 | 15,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 16.277 | 41,44 | 763 | 41,30 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 274.892 | 11,51 | 12.890 | 11,42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 50.000 | 66,11 | 2.344 | 66,01 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 10.843 | 144,32 | 508 | 144,23 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 42 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 224.356 | 14,78 | 10.486 | 14,64 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 110.188 | 49,38 | 5.167 | 50,96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 643.497 | 7,40 | 30.174 | 7,30 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 57.117 | 2,57 | 2.681 | 3,76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68.699 | 157,05 | 3.221 | 156,86 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 1.013.133 | 3,98 | 47.506 | 3,89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6.577 | 19,36 | 308 | 19,38 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5.906 | 275 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41.025 | 14,57 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4.513 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 25.414 | 1,10 | 1.192 | 1,02 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5.167 | 1,02 | 242 | 0,83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.167 | 195 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 15.340 | 103,99 | 719 | 104,26 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 24.284 | 8,99 | 1.139 | 8,90 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32.882 | 1,43 | 1.542 | 1,31 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5.524 | 1,14 | 258 | 3,20 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6.748 | 15,83 | 316 | 15,75 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 782.477 | 1,05 | 36.690 | 0,97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.043.609 | 26,49 | 189.605 | 26,38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1.135.448 | 2,44 | 53.241 | 2,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 452 | 201,33 | 21 | 200,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 85.430 | 150,88 | 4.006 | 150,63 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 236.542 | 752,19 | 11.091 | 751,84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6.208 | 1,22 | 289 | 0,70 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 16.985 | 796 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 518.467 | 3,70 | 24.311 | 3,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 481.003 | 16,10 | 22.554 | 16,00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3.034 | 142 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7.408 | 20,85 | 347 | 20,91 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 317.586 | 4,93 | 14.892 | 4,84 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14.695 | 0,20 | 689 | 0,15 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7.016 | 0,42 | 329 | 0,30 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 20.696 | 38,27 | 970 | 39,77 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 108.661 | 54,42 | 5.107 | 55,84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58.790 | 2.737 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 200.969 | 1,53 | 9.423 | 1,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28.877 | 13,77 | 1.354 | 13,69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33.228 | 27,04 | 1.559 | 28,52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 103.340 | 4.846 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 5.043 | 236 | ||||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 33.501 | 528 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 102.590 | 55,54 | 4.810 | 55,41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66.173 | 21,70 | 3.103 | 21,60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7.649 | 15,51 | 359 | 15,48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12.175 | 3,49 | 571 | 3,26 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 645 | 46,26 | 30 | 50,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 53.933 | 29,13 | 2.529 | 28,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.760 | 13,45 | 270 | 13,45 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 310.921 | 3,24 | 14.579 | 3,15 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 | 400,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.352 | 49,72 | 63 | 50,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96.902 | 6,46 | 4.544 | 6,37 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264.347 | 6,34 | 12.316 | 4,97 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 8.709 | 408 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 127.926 | 24,88 | 5.998 | 24,78 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 186.842 | 0,85 | 8.761 | 0,77 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 81.182 | 9,02 | 3.794 | 8,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.699.341 | 0,20 | 80 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 170.237 | 5,61 | 7.982 | 5,53 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10.867 | 0,80 | 510 | 0,79 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 99.891 | 14,76 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 224 | 0,45 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 73.093 | 2,83 | 3.427 | 2,76 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 37 | 2,78 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 260.620 | 15,97 | 12.220 | 15,87 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 102.875 | 1,56 | 4.824 | 1,47 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 124.986 | 0,54 | 5.861 | 0,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79.007 | 324,40 | 3.705 | 324,28 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14.005 | 657 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 218.389 | 10,60 | 10.240 | 10,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.988.723 | 1,44 | 140.143 | 1,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 32.514 | 38,34 | 1.525 | 38,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.070.063 | 45,71 | 50.175 | 45,59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44.317 | 605,35 | 2.078 | 606,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21.206 | 38,50 | 1 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 351.101 | 17,24 | 16.463 | 17,14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5.952 | 4,42 | 279 | 4,49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11.636 | 1,19 | 546 | 1,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 353.964 | 3,28 | 16.597 | 3,19 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 423 | 20 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5.491 | 7,35 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23.016 | 9,08 | 1.079 | 8,99 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6.560 | 308 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 163.910 | 220,63 | 7.686 | 220,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.349.313 | 126,76 | 63.269 | 126,57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414.325 | 4,21 | 19.428 | 4,12 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 154.613 | 2,78 | 7.250 | 2,69 |
