Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF inkluderar Quadrature Capital Ltd, Simon Quick Advisors, Llc, Vestmark Advisory Solutions, Inc., Spirepoint Private Client, Llc, Garden State Investment Advisory Services LLC, KFA Private Wealth Group, LLC, Vise Technologies, Inc., XTX Topco Ltd, Great Valley Advisor Group, Inc., First Citizens Financial Corp, New Millennium Group LLC, Westside Investment Management, Inc., Albion Financial Group /ut, MAI Capital Management, Ameritas Advisory Services, LLC, Horizon Financial Services, Llc, Rothschild Investment Llc, och Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 325 840 | 1,05 | 7 296 | −1,80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19 323 | 8,34 | 433 | 5,37 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12 045 | 14,22 | 270 | 11,16 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 166 | 4 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 314 501 | 13,47 | 7 042 | 10,27 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 18 768 | 196,73 | 420 | 189,66 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 30 304 | 0,04 | 679 | −2,73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 961 | 22 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 21 195 | 0,87 | 475 | −2,07 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 341 671 | 0,69 | 7 650 | −2,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 662 725 | 14,39 | 14 838 | 11,16 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82 315 | 12,91 | 3 011 | 79,33 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 3 833 | 86 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 500 | 56 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 236 774 | 45,88 | 5 299 | 41,72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 31 200 | 699 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 43 597 | 1,91 | 976 | −0,91 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 123 104 | 6,52 | 2 756 | 3,53 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 959 | 4,07 | 156 | 0,65 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 102 232 | 549,26 | 2 290 | 532,32 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 79 982 | 9,87 | 1 791 | 6,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 32 511 | 728 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 21 380 | 5 245,00 | 479 | 5 211,11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 380 300 | 228,13 | 8 515 | 218,88 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 30 012 | 0,04 | 672 | −2,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10 494 | 235 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 31 246 | 700 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 263 086 | 205,29 | 6 | 400,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 432 | 183,07 | 211 | 177,63 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 42 254 | 5,24 | 946 | 2,27 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 12 715 | 0,73 | 285 | −2,07 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 11 845 | 10,98 | 265 | 8,16 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 37 500 | 150,00 | 840 | 143,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 901 | 10,97 | 155 | 6,94 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 97 | 2 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3 896 663 | 5,31 | 87 246 | 2,34 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 189 | 85,29 | 4 | 100,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 615 447 | 13 777 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 911 | 20 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 509 | 11 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 89 095 | 2 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 21 313 | 2,06 | 477 | −0,83 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 791 500 | 8,48 | 40 112 | 5,42 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 40 230 | 901 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 28 814 | 5,38 | 645 | 2,38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 334 | 231 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 050 | 2,71 | 203 | −0,49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 50 013 | 3,56 | 1 120 | 0,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16 196 | 363 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 822 | 696,25 | 86 | 672,73 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45 380 | 2,65 | 1 016 | −0,20 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 422 156 | 207,29 | 9 452 | 198,64 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11 165 | 250 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 24 553 | 550 | ||||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 72 197 | 31,01 | 1 616 | 27,34 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 28 988 | 89,01 | 649 | 83,85 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 64 634 | 1 447 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 212 171 | 9,18 | 4 751 | 6,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 421 | 32 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 922 | 1 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12 731 | 285 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 740 392 | 6,79 | 16 577 | 3,77 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 426 686 | 57,32 | 31 944 | 52,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 97 972 | 28,71 | 2 190 | 25,16 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 21 361 | 17,14 | 478 | 13,81 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 157 | 227 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 293 364 | 6 568 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 28 883 | 11,03 | 647 | 7,85 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 50 525 | 3,48 | 1 131 | 0,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 59 839 | 22,84 | 1 340 | 19,34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 936 261 | 19,66 | 43 353 | 16,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 796 725 | 4,16 | 17 839 | 1,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 735 | 53,03 | 755 | 48,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 551 | 25,23 | 460 | 21,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 418 267 | 8,35 | 54 145 | 5,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 771 | 103,53 | 1 | |||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 935 | 43 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 87 129 | 1 951 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 39 254 | 70,04 | 879 | 65,35 | ||||
| 2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 88 082 | 3,06 | 1 972 | 0,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 875 242 | 5,79 | 19 597 | 2,80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 586 | 85,51 | 416 | 80,87 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 70 233 | 8,82 | 1 573 | 5,72 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 21 195 | 0,87 | 475 | −2,07 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 499 706 | 7,92 | 11 188 | 4,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 597 461 | 15,30 | 13 401 | 12,25 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 003 | 336 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 527 981 | 5,21 | 34 212 | 2,24 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 797 | −15,41 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 95 618 | 19,82 | 2 141 | 16,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 213 | 32,49 | 408 | 28,80 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 151 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 47 295 | 1 059 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 161 382 | 18,88 | 3 613 | 15,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23 134 | 17,09 | 518 | 13,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 527 388 | 19,43 | 11 808 | 16,06 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 30 625 | 686 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 20 422 | 123,90 | 457 | 117,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 76 | −67,80 | ||||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 10 202 | 228 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 155 | 1 | ||||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 58 550 | 1 311 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 142 660 | 79,91 | 3 194 | 74,92 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77 662 | 25,26 | 1 739 | 21,71 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 282 105 | 111,77 | 6 316 | 105,80 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 300 398 | 220,98 | 6 921 | 213,31 |
