Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF inkluderar GFS Advisors, LLC, Spartan Wealth Advisory Services LLC, Guidance Capital, Inc, ZEGA Investments, LLC, Hunter Perkins Capital Management, LLC, Argent Trust Co, Shelton Capital Management, Independent Advisor Alliance, och Bluedoor Private Wealth, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 121 056 | 4,30 | 3 264 | 3,39 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 668 113 | 2,18 | 18 012 | 1,28 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 121 282 | 1,65 | 3 270 | 0,74 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3 396 | 19,62 | 92 | 18,18 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 16 265 | 4,77 | 439 | 3,79 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 257 158 | 5,23 | 6 933 | 4,29 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 16 275 | 6,55 | 439 | 5,54 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 37 126 | 159,40 | 1 001 | 156,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 676 858 | 30,58 | 18 248 | 29,43 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 612 864 | 0,55 | 43 483 | −0,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 283 | 8 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 29 733 | 0,60 | 802 | −0,25 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 500 | 14 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5 577 | 150 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 202 983 | 3,57 | 5 472 | 2,66 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 779 | 15,07 | 129 | 14,29 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 10 085 | 0,39 | 272 | −0,73 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 41 910 | 0,92 | 1 130 | 0,00 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 14 462 | 3,77 | 393 | 6,50 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 431 756 | 201,39 | 11 640 | 198,77 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 11 712 | 316 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 27 268 | 69,87 | 735 | 68,58 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10 784 | 291 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3 179 994 | 3,73 | 85 733 | 2,81 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 20 700 | 29,35 | 558 | 28,28 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 288 605 | 8,26 | 7 781 | 7,30 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 185 198 | 1,01 | 4 993 | 0,12 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16 678 | 0,17 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 215 | −11,93 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105 926 | 156,36 | 2 856 | 154,23 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31 056 | 837 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 26 377 | 19,47 | 711 | 18,50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 267 | 44,47 | 304 | 42,92 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 91 100 | 2 456 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 17 525 | 5,16 | 472 | 4,19 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 26 240 | 4,67 | 707 | 3,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 337 597 | 7,29 | 9 102 | 6,33 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 130 281 | 5,75 | 3 512 | 4,80 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 28 878 | 47,88 | 779 | 46,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 64 658 | 16,36 | 1 743 | 15,29 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 290 214 | 3,52 | 7 824 | 2,61 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 428 478 | 3,03 | 11 552 | 2,12 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 44 175 | 8,07 | 1 191 | 7,11 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 108 548 | 3,72 | 2 926 | 2,81 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 23 569 | 8,20 | 635 | 7,26 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 18 722 | 505 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3 143 | 85 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 241 | 20,50 | 6 | −60,00 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 114 698 | 2,59 | 3 085 | 0,23 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 588 219 | 5,17 | 42 818 | 4,24 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 101 921 | 6,36 | 2 748 | 5,41 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 76 942 | 5,32 | 2 074 | 4,38 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3 519 | 0,31 | 95 | −1,05 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 51 525 | 7,98 | 1 389 | 7,09 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 32 092 | 862 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 8 665 | 1,01 | 234 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 791 031 | 14,59 | 21 326 | 13,59 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 9 381 | 8,49 | 253 | 7,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 50 842 | 5,61 | 1 371 | 4,66 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 47 873 | 1 291 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 174 | 1 060,00 | 5 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 7 430 | 200 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 286 444 | 7 723 | ||||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 121 715 | 10,63 | 3 281 | 9,66 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 115 774 | 14,66 | 3 121 | 13,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81 970 | 1,51 | 2 210 | 0,59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11 333 | 10,26 | 306 | 9,32 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 33 000 | 31,80 | 890 | 12,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21 189 | 13,15 | 571 | 12,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 112 883 | 15,79 | 3 043 | 14,79 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 19 249 | 1 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 87 192 | 4,72 | 2 351 | 3,80 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 10 904 | 23,77 | 294 | 22,59 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 10 342 | 19,62 | 279 | 18,30 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 90 080 | 21,67 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 63 562 | 4 774 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 128 693 | 10,85 | 3 470 | 9,88 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 81 363 | 0,76 | 2 194 | −0,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 158 496 | 13,88 | 4 229 | 11,70 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 22 395 | 604 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 11 840 | 319 | ||||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 10 051 | 1,02 | 271 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 119 002 | 40,35 | 3 208 | 39,12 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 49 | 1 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1 124 | 1,08 | 30 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 882 | 78 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 324 563 | 8,06 | 35 676 | 7,05 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13 611 | 367 | ||||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 117 149 | 1,47 | 3 158 | 0,57 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 37 294 | 9,43 | 1 005 | 8,41 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 659 038 | 4,16 | 17 768 | 3,24 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 11 359 | 52,47 | 305 | 50,50 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 72 387 | 8,14 | 1 952 | 7,20 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24 261 | 33,65 | 654 | 32,66 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 20 697 | 2,44 | 558 | 1,46 |
