Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF inkluderar Centiva Capital, LP, Exchange Traded Concepts, Llc, JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Simon Quick Advisors, Llc, Brightwater Advisory LLC, Ramiah Investment Group, WCG Wealth Advisors LLC, North Dallas Bank & Trust Co, Savant Capital, LLC, Marex Group plc, Rsm Us Wealth Management Llc, Twin Peaks Wealth Advisors, LLC, Atlantic Trust, LLC, New England Capital Financial Advisors LLC, Traub Capital Management LLC, Hantz Financial Services, Inc., Asset Dedication, LLC, Key FInancial Inc, Atlantic Union Bankshares Corp, och Nemes Rush Group 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Prostatis Group LLC | 11 170 | 0,02 | 124 | −0,80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 61 020 | 679 | ||||||
| 2025-08-08 | 13F | Creative Planning | 869 625 | 2,38 | 9 679 | 1,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 446 029 | 4 964 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 531 518 | 8,55 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 88 941 | 153,25 | 990 | 151,02 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103 661 | 10,71 | 1 151 | 8,69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 176 424 | 1 979 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 14 600 | 2,82 | 162 | 1,89 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 29 250 | 13,02 | 326 | −0,91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 611 | 1,20 | 29 | 3,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 535 948 | 0,92 | 5 965 | 0,12 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1 457 054 | 4,55 | 16 217 | 3,71 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 995 | 1,48 | 0 | |||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 453 260 | 6,15 | 5 045 | 5,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39 723 | 5,45 | 442 | 4,74 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 12 320 | 0,74 | 137 | 0,00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 777 | 1,43 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 897 | 44 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 142 689 | 28,50 | 1 588 | 27,55 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 770 | 142 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 210 740 | 4,30 | 2 533 | 4,32 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 16 250 | 2,85 | 181 | 1,69 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 131 620 | 2,33 | 1 465 | 1,46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 300 | 3 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 455 | 48,21 | 5 | 66,67 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 95 | 1,06 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20 518 | 228 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 419 | 0,06 | 71 | 0,00 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 412 187 | 4,50 | 4 587 | 3,66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36 440 | 7,51 | 406 | 6,58 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 182 300 | 2 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25 839 | 5,51 | 3 464 | 19,04 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 18 408 | 0,94 | 205 | 0,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 172 | 2 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 519 823 | 16 916 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 50 700 | 6,18 | 564 | 5,42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1 861 | 21 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 263 178 | 17,14 | 2 929 | 16,23 | ||||
| 2025-08-26 | NP | JPDRX - JPMorgan Preferred and Income Securities Fund Class R6 | 3 996 400 | 28,03 | 44 480 | 27,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 972 | 33 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 55 874 | 24,62 | 622 | 20,82 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 31 961 | 141,09 | 362 | 144,59 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 6 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 314 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 511 | 7,16 | 72 | 5,88 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 21 400 | 238 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 000 000 | −110 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 40 780 | 2,51 | 454 | 1,57 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 244 667 | 116,06 | 2 723 | 114,41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 848 588 | 8,42 | 31 705 | 9,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 441 | 5 | ||||||
| 2025-06-25 | NP | PCLRX - PGIM INCOME BUILDER FUND Class R | 208 347 | 2,18 | 2 298 | −2,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 70 469 | 0,67 | 784 | −0,13 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 29 778 | 3,47 | 331 | 2,80 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 27 827 | 9,50 | 310 | 8,42 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31 691 | 353 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11 420 | 127 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 896 | 1,26 | 54 | 0,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 449 | 7,16 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 20 892 | 1,42 | 233 | 0,43 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 98 322 | 0,33 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 900 000 | 10 017 | ||||||
| 2025-03-27 | NP | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 495 312 | 5 721 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 608 | 7 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 1 078 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 197 955 | 2,34 | 2 203 | 1,52 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 43 805 | 491 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 400 | 16 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 026 | 112 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 24 846 | 6,64 | 277 | 5,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 139 050 | 21,38 | 46 068 | 20,40 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 174 938 | 55,08 | 1 947 | 53,91 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 80 060 | 3,71 | 891 | 2,89 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 151 817 | 5,56 | 1 690 | 4,71 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3 483 513 | 0,04 | 39 | −2,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 13 974 | 28,48 | 153 | 24,39 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 4 669 495 | 28,44 | 51 972 | 27,41 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 170 | 2,09 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 812 895 | 39,82 | 9 048 | 38,69 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 16 303 | 1,60 | 181 | 0,56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35 447 | 0,57 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38 342 | 427 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 404 876 | 78,01 | 4 506 | 76,64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166 685 | 9,07 | 1 850 | 7,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 30 951 | 0,17 | 344 | −0,58 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 56 602 | 630 | ||||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 152 164 | 4,60 | 1 694 | 3,74 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13 827 | 154 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60 368 | 9,55 | 672 | 8,58 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71 608 | 25,29 | 797 | 24,18 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24 560 | 36,48 | 273 | 35,82 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 15 243 | 0,76 | 170 | 0,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 851 | 32 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 183 385 | 2,89 | 2 041 | 2,10 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 481 270 | 8,43 | 5 357 | 7,55 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26 812 | 10,07 | 298 | 9,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 300 722 | 147,82 | 3 347 | 139,24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 570 | 6 | ||||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 120 000 | 500,00 | 1 346 | 444,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 37 754 | 0 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1 620 | 0,75 | 18 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 195 090 | 7,31 | 2 171 | 6,47 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 84 548 | 10,12 | 941 | 9,29 | ||||
| 2025-07-29 | 13F | Creekside Partners | 34 368 | 0,19 | 383 | −0,52 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 251 292 | 0,79 | 2 797 | −0,04 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 59 384 | 0,15 | 661 | −0,75 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 55 082 | 18,70 | 613 | 17,88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 511 | 0,20 | 61 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 154 165 | 1,89 | 1 716 | 3,94 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 58 258 | 4,17 | 648 | 3,35 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 9 930 | 21,77 | 111 | 20,88 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 67 415 | 6,12 | 750 | 5,34 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22 255 | 8,99 | 248 | 7,86 | ||||
| 2025-08-19 | 13F | Marex Group plc | 12 000 | 134 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 30 799 | 11,96 | 343 | 11,04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 94 | 1 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 88 | 1 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 430 | 94,41 | 60 | 93,55 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 47 700 | 531 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 212 | 4,08 | 47 | 2,22 | ||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3 413 593 | 3,78 | 37 447 | −2,53 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 72 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 819 | 4,14 | 87 | 3,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 751 764 | 3,91 | 19 498 | 3,08 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 112 606 | 1,53 | 1 253 | 0,72 | ||||
| 2025-08-28 | NP | Cohen & Steers Real Estate Opportunities & Income Fund | 148 886 | 7,68 | 1 657 | 6,83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 25 571 | 285 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 214 012 | 316,97 | 2 382 | 314,09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 19 196 | 0,93 | 216 | 2,38 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 400 000 | 1 928,50 | 4 452 | 1 914,48 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 11 066 | 0,02 | 123 | 2,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 123 356 | 4,02 | 1 373 | 3,16 | ||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 277 000 | 3 039 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16 935 | 0,53 | 188 | −0,53 | ||||
| 2025-08-01 | 13F | Motco | 3 400 | 39 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 12 676 | 1,46 | 141 | 0,71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 895 | 22,06 | 43 | 22,86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 034 211 | 739,39 | 11 511 | 732,85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 55 268 | 14,76 | 615 | 13,89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 787 541 | 9,99 | 8 765 | 9,11 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 197 193 | 2,12 | 2 195 | 1,29 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 16 692 | 0,19 | 186 | −0,54 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 70 093 | 15,25 | 780 | 14,37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 901 | −6,73 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 36 832 | 17,02 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 478 826 | 19,79 | 5 329 | 18,84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55 248 | 1,45 | 615 | 0,66 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 612 | 1,45 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 103 248 | 2,10 | 1 149 | 1,32 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 141 247 | 2,55 | 1 572 | 1,75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 947 056 | 40,41 | 10 541 | 39,27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 900 | 155 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 36 076 | 7,03 | 407 | 10,63 | ||||
| 2025-08-14 | 13F | Acas, Llc | 21 595 | 0,54 | 248 | 4,66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 973 | 74,69 | 11 | 83,33 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 337 | 35,70 | 226 | 34,52 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 616 576 | 0,19 | 6 862 | −0,62 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19 729 | 1,01 | 220 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5 591 | 32,49 | 62 | 31,91 | ||||
| 2025-09-03 | 13F | American Trust | 20 238 | 225 | ||||||
| 2025-03-27 | NP | PISHX - Preferred Securities and Income SMA Shares | 77 405 | 609,16 | 894 | 626,83 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 19 250 | 214 | ||||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 32 992 | 2,04 | 367 | 1,38 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11 674 | 4,22 | 130 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 31 121 | 75,46 | 346 | 73,87 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 52 997 | 595 |
