Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF inkluderar Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, och Cwm, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406 147 | 23,95 | 7 965 | 20,32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 686 | 0,83 | 955 | −2,15 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267 749 | 3,01 | 5 251 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39 575 | 11,71 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 813 | 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26 883 | 18,62 | 527 | 13,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 867 | 44,31 | 409 | 37,71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 122 398 | 17,77 | 2 400 | 14,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 253 | 221 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83 901 | 0,14 | 1 645 | −2,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48 041 | 942 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77 173 | 16,04 | 1 513 | 12,66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 124 | 0,89 | 277 | −2,13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164 770 | 79,82 | 3 223 | 74,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 651 784 | 16,81 | 52 001 | 13,40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 752 | 1,21 | 230 | −1,71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43 307 | 57,63 | 849 | 53,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 113 924 | 89,60 | 2 234 | 84,17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 224 | 2,28 | 710 | −0,70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22 212 | 436 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7 410 | 145 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124 848 | 7,95 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13 369 | 3,89 | 262 | 1,16 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2 751 | 1,85 | 54 | −1,85 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671 076 | 0,13 | 13 240 | −2,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 103 553 | 12,01 | 2 031 | 8,73 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 24 012 | 0,60 | 471 | −2,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89 316 | 4,59 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 166 055 | 0,62 | 3 256 | −2,31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5 185 | 102 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 808 | 408 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 097 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73 866 | 23,03 | 1 449 | 19,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 37 373 | 15,98 | 755 | 13,90 |
