Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF inkluderar 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, och Boreal Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 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 |
