Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund inkluderar XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, och Maseco Llp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 847 | 134,39 | 99 | 135,71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 335 | 1 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43 302 | 2 330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36 013 | 0,71 | 1 938 | 0,31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 591 | 731 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19 907 | 5,93 | 1 071 | 5,52 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33 473 | 7,52 | 1 801 | 10,63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1,54 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 032 | 1,50 | 5 006 | 1,11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40 636 | 5,51 | 2 187 | 5,10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51 305 | 2 761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135 559 | 2,74 | 7 305 | 2,35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8 405 | 13,50 | 452 | 13,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108 503 | 52,07 | 5 839 | 51,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 376 | 31,52 | 181 | 31,16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17 351 | 1,66 | 934 | 1,30 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26 311 | 1 416 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 965 | 213 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4 070 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 816 | 1,21 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66 349 | 41,56 | 3 570 | 41,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1 115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 555 | 14,96 | 460 | 14,71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 708 | 35,27 | 845 | 34,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 223 | 223 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 24 255 | 2,24 | 1 305 | 1,87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 930 | 16,05 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 732 | 4 183 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 384 | 34,50 | 74 | 39,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 848 | 102,20 | 584 | 101,73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 499 | 6,18 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 898 | 146,83 | 2 577 | 145,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 202 493 | 10,79 | 10 896 | 10,37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103 875 | 5 590 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90 694 | 229,96 | 4 880 | 228,84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1,42 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22 203 | 0,14 | 1 195 | −0,25 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 911 | 0,51 | 264 | 0,38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 888 | 0,26 | 209 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 528 | 341,19 | 136 | 353,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256 934 | 0,95 | 13 826 | 0,56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 984 | 1,28 | 107 | 0,95 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89 286 | 1,45 | 4 804 | 1,05 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74 595 | 77,03 | 4 014 | 76,32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48 204 | 2 594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119 880 | 6 451 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 565 | 2,07 | 299 | 1,70 |
