Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund comprennent XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, et Maseco Llp .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
