Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF inkluderar Ashton Thomas Securities, Llc, Asset Allocation Strategies LLC, Howard Capital Management Inc., Triton Wealth Management, PLLC, Elequin Capital Lp, och IFP Advisors, Inc .
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 | Chris Bulman Inc | 18 425 | 47,14 | 471 | 47,34 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 69 152 | 46,62 | 1 768 | 47,00 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 10 284 | 263 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26 184 | 61,54 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 306 478 | 632,22 | 7 834 | 634,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 85 943 | 318,81 | 2 197 | 319,89 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 331 971 | 3,38 | 8 485 | 3,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 14 506 | 8,68 | 371 | 8,82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 84 142 | 9,06 | 2 151 | 9,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 021 | 1,82 | 77 | 2,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 265 | 7 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 15 449 | 19,70 | 394 | 19,09 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 88 800 | 2 270 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 633 036 | 3,72 | 16 180 | 4,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 58 155 | 20,71 | 1 486 | 21,01 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 766 | 211,67 | 326 | 213,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 187 225 | 602,11 | 4 785 | 604,71 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 88 027 | 5,32 | 2 255 | 5,87 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 121 944 | 37,87 | 3 117 | 38,24 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 24 262 | 620 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 20 559 | 23,17 | 525 | 23,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 37 285 | 267,81 | 953 | 269,38 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 32 572 | 35,76 | 833 | 36,17 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23 349 | 33,81 | 597 | 34,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 503 883 | 9,66 | 38 439 | 9,96 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 218 | 6 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 61 | 1 933,33 | 2 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 15 478 | 59,01 | 396 | 59,27 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 233 617 | 2,97 | 5 988 | 7,06 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 69 194 | 1 769 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 483 218 | 22,32 | 12 351 | 22,66 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 7 684 | 2,95 | 196 | 3,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 682 | 17 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 49 790 | 516,82 | 1 273 | 520,49 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 327 | 57,73 | 698 | 58,28 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 087 126 | 2,40 | 27 787 | 2,68 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 32 | 6,67 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 250 355 | 7,33 | 6 399 | 7,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 574 | 9,62 | 1 114 | 9,87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20 772 | 74,03 | 531 | 74,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 179 | 5 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 28 615 | 9,75 | 731 | 10,09 |
