Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF inkluderar 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, och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 |
