Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF inkluderar Keudell/Morrison Wealth Management, Wealthcare Advisory Partners LLC, Citadel Advisors Llc, Wiley Bros.-aintree Capital, Llc, Financial Connections Group, Inc., Sei Investments Co, LongView Wealth Management, Elequin Capital Lp, Natixis Advisors, L.p., Advyzon Investment Management, LLC, Venture Visionary Partners LLC, Global Retirement Partners, LLC, Prentice Wealth Management LLC, Brinker Capital Investments, LLC, Vicus Capital, Thrive Wealth Management, LLC, Uhlmann Price Securities, Llc, First Heartland Consultants, Inc., Pensionmark Financial Group, Llc, och Strategic Blueprint, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 066 | 97,89 | 51 | 92,31 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 661 | 66 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10 890 | 268 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 189 095 | 36,67 | 4 658 | 34,35 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 20 688 | 510 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148 124 | 31,57 | 3 649 | 29,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 104 544 | 11,60 | 2 575 | 9,71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 602 | 261 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10 067 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 250 401 | 158,67 | 6 168 | 154,25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 400 | 34 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 14 026 | 346 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 593 | 0,89 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 184 941 | 18,45 | 4 556 | 16,46 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 146 741 | 3 615 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 120 827 | 280,27 | 2 977 | 273,87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 537 | 2 451,61 | 136 | 2 620,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 525 775 | 52,43 | 13 | 50,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 201 | 63,17 | 424 | 60,23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 270 | 5,09 | 672 | 3,23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 106 428 | 2 622 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 31 656 | 780 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 276 334 | 1 392,97 | 6 807 | 1 370,19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 42 836 | 405,98 | 1 055 | 397,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44 287 | 1 091 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34 701 | 149,65 | 1 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12 008 | 296 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 37 634 | 927 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46 577 | 183,82 | 1 147 | 179,08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 44 899 | 63,37 | 1 106 | 60,76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 818 | 203,00 | 45 | 193,33 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 36 502 | 899 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 12 360 | 3,47 | 304 | 1,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69 230 | 8 446,91 | 1 704 | 8 415,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 209 234 | 1 053,82 | 5 154 | 1 035,24 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 212 | 0,92 | 30 | −3,33 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 43 093 | 1 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 43 211 | 1 065 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 497 | 456 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29 606 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 113 414 | 36,68 | 2 794 | 34,33 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 24 987 | 1,15 | 616 | −0,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 136 889 | 69,97 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 600 | 261 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 463 619 | 129,85 | 11 421 | 125,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20 791 | 0,89 | 512 | −0,78 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100 152 | 31,09 | 2 467 | 28,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 244 | 548 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 277 | 376 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 16 686 | 411 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 627 | 286 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 14 058 | 346 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41 305 | 68,72 | 1 018 | 65,91 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 953 | 3,32 | 541 | 1,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 59 900 | 90,07 | 1 476 | 86,95 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11 089 | 0,23 | 273 | −1,44 |
