Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF inkluderar Quantinno Capital Management LP, WealthPlan Investment Management, LLC, BCS Private Wealth Management, Inc., Shared Vision Wealth Group LLC, Certus Wealth Management, LLC, Root Financial Partners, LLC, Foronjy Financial Llc, och FSA Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 747 | 162,03 | 87 | 155,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42 338 | 212,27 | 985 | 205,90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 282 428 | 66,74 | 6 592 | 63,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 204 | 262 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 489 526 | 82,27 | 11 426 | 78,38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 569 651 | 1,94 | 59 976 | −0,24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23 996 | 560 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 20 000 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 62 431 | 5,02 | 1 457 | 2,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 594 | 6,26 | 901 | 3,93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 151 990 | 17,58 | 3 547 | 15,09 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25 075 | 2,66 | 585 | 0,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 018 | 0,87 | 70 | −1,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 44 500 | 244,96 | 1 039 | 238,11 | |||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 64 646 | 47,76 | 1 509 | 44,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18 600 | 434 | |||||
| 2025-08-14 | 13F | UBS Group AG | 102 562 | 13,76 | 2 394 | 11,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 666 448 | 16,82 | 38 895 | 14,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 729 | 227 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9 851 | 230 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 120 397 | 6,84 | 2 810 | 4,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28 144 | 657 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 830 367 | 2,08 | 42 721 | −0,10 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 241 | 0,46 | 76 | −1,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 809 | 67,72 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 39 404 | 5,73 | 920 | 3,49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 304 528 | 402,70 | 7 108 | 392,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 582 260 | 0,72 | 13 590 | −1,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 39 800 | 5,57 | 929 | 2,54 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 592 | 14 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 84 576 | 26,34 | 1 974 | 23,68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 171 896 | 3 414,50 | 120 712 | 3 340,07 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8 858 | 0,29 | 207 | −1,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 117 570 | 4,75 | 2 744 | 2,54 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10 240 | 239 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 667 055 | 15,82 | 38 909 | 13,34 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25 044 | 0,56 | 585 | −1,52 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 29 340 | 4,26 | 685 | 1,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 698 | 382,73 | 1 417 | 373,58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 40 803 | 21,58 | 952 | 19,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11 405 | 266 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63 159 | 1,89 | 1 474 | −0,27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 238 | 0,90 | 29 | −3,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20 568 | 5,30 | 480 | 3,23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 18 309 | 419 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43 108 | 0,99 | 1 006 | −1,18 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1 351 618 | 28,95 | 31 547 | 26,19 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 17 309 | 404 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
