Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - ALPS | Smith Core Plus Bond ETF inkluderar Level Four Advisory Services, Llc, Sentinel Pension Advisors Inc, Main Street Financial Solutions, LLC, Tribridge Partners Financial LLC, Crestwood Advisors Group LLC, Jones Financial Companies Lllp, AE Wealth Management LLC, och Johnson Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | G&S Capital LLC | 23 572 | 24,99 | 609 | 24,80 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4 | 0 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 481 347 | 0,64 | 12 443 | 0,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 35 508 | 4,24 | 918 | 4,09 | ||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 385 533 | 560,41 | 9 966 | 565,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125 478 | 18,30 | 3 244 | 18,14 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 143 368 | 47,09 | 132 956 | 46,90 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 13 461 | 0 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 337 518 | 4,38 | 8 725 | 4,24 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 231 952 | 9,56 | 5 996 | 9,40 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 288 789 | 24,01 | 85 015 | 23,85 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 444 754 | 7,63 | 11 497 | 7,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 293 | 9,04 | 1 378 | 8,85 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 259 355 | 19,44 | 6 704 | 19,29 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 935 767 | 0,15 | 50 040 | 0,01 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 73 084 | 1 889 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 9 193 | 1,96 | 238 | 1,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 938 | 2,82 | 231 | 2,67 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 154 257 | 35,37 | 3 988 | 35,20 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 271 655 | 32 872 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 21 037 | 39,09 | 544 | 38,87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 25 953 | 80,23 | 671 | 80,11 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 65 | |||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20 806 | 0,72 | 1 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 34 873 | 4,30 | 901 | 4,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 653 667 | 2 223,24 | 16 897 | 2 253,34 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 177 147 | 7,01 | 4 579 | 6,86 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 841 184 | 54,23 | 21 745 | 54,03 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 237 108 | 15,56 | 6 129 | 15,40 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 43 698 035 | 12,56 | 1 127 409 | 12,19 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 611 022 | 2,98 | 15 795 | 2,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 950 | 50 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 630 | 16 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 11 559 | 42,58 | 299 | 42,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 402 464 | 10 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 60 260 | 34,67 | 1 558 | 34,46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 321 794 | 9,27 | 8 318 | 9,12 | ||||
| 2025-06-25 | NP | ALIBX - ALPS | Smith Balanced Opportunity Fund Investor Class | 168 337 | 10,00 | 4 345 | 11,10 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 12 385 | 320 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 278 | 100,79 | 1 067 | 100,56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 115 | 0,05 | 391 | −0,26 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 323 202 | 8 355 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 370 | 418,46 | 87 | 443,75 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 31 897 | 1 | ||||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1 132 470 | 12,02 | 29 274 | 11,87 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 528 | 64,83 | 195 | 64,41 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 295 740 | 24,05 | 7 630 | 23,64 |
