Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF inkluderer 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 siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
