Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Aptus Collared Investment Opportunity ETF comprennent Wealth Advisory Team LLC, Wealthcare Advisory Partners LLC, MBL Wealth, LLC, Prime Capital Investment Advisors, LLC, Two Sigma Investments, Lp, Independent Advisor Alliance, Kathmere Capital Management, LLC, Avantax Advisory Services, Inc., Kestra Private Wealth Services, Llc, Wealth Enhancement Advisory Services, Llc, Gibbs Wealth Management, O'shaughnessy Asset Management, Llc, et FSA Wealth Management LLC .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 903 | 119,09 | 493 | 134,29 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 890 834 | 63,13 | 37 179 | 75,97 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 649 226 | 12,27 | 68 278 | 20,14 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 315 318 | 1,24 | 13 054 | 8,33 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 756 947 | 41,48 | 31 338 | 51,39 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 494 | 20 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 276 896 | 11 463 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 26 065 | 9,96 | 1 079 | 17,67 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 3 735 | 22,26 | 155 | 30,51 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 420 489 | 5,65 | 17 408 | 13,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 678 | 28 | ||||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 905 394 | 5,29 | 37 483 | 12,67 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 68 301 | 201,22 | 2 828 | 222,35 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 27 787 | 1 150 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 852 039 | 11,80 | 35 257 | 19,58 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 17 988 | 1,81 | 1 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 2 167 | 1,40 | 90 | 8,54 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 5 357 | 222 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 839 594 | 8,95 | 34 759 | 16,59 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 33 884 | 0,04 | 1 403 | 7,02 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 267 048 | 7,12 | 176 656 | 14,62 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 415 923 | 147,76 | 17 219 | 165,15 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 283 835 | 5,27 | 11 751 | 12,63 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 308 | 142,89 | 841 | 159,26 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 26 311 | 1,51 | 1 089 | 8,68 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 115 855 | 0,69 | 4 796 | 7,75 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 40 620 | 14,81 | 1 682 | 22,88 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 44 567 | 1 845 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 184 249 | 2,71 | 7 628 | 9,90 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 10 456 | 433 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 60 469 | 7,41 | 2 503 | 14,92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 841 | 8,16 | 11 875 | 16,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 121 133 | 5 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 564 426 | 1,51 | 23 367 | 8,62 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 59 761 | 35,64 | 2 480 | 45,54 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 192 588 | 4,77 | 8 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 109 865 | 10,86 | 4 548 | 18,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305 | 38,64 | 13 | 50,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 674 953 | 23,35 | 276 343 | 31,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 65 537 | 773,59 | 2 713 | 835,52 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 473 987 | 7,34 | 61 023 | 14,86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14 030 460 | 9,50 | 580 861 | 17,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 854 | 4,23 | 284 | 11,42 | ||||
| 2025-08-12 | 13F | Bokf, Na | 21 456 | 25,25 | 888 | 34,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 802 826 | 2,94 | 198 837 | 10,16 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 005 865 | 19,81 | 41 643 | 28,20 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 356 175 | 14 746 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4 779 | 9,28 | 198 | 16,57 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 236 888 | 17,81 | 9 807 | 26,07 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 78 735 | 2,65 | 3 260 | 9,84 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 098 | 45 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 139 263 | 6,72 | 5 766 | 14,18 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 525 | 231 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 306 475 | 6,07 | 12 688 | 13,51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 18 387 | 15,29 | 761 | 23,34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 671 | 276 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 555 | 271 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1 210 020 | 3,83 | 50 095 | 11,11 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 393 | 78,95 | 637 | 91,87 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 194 432 | 18,80 | 8 050 | 27,14 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1 985 136 | 2,55 | 82 185 | 9,73 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 534 753 | 10,43 | 22 139 | 18,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 478 149 | 4,27 | 19 795 | 11,58 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33 000 | 1 366 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 668 193 | 41,02 | 27 663 | 50,91 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 166 898 | 2,07 | 6 910 | 5,71 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 47 504 | 41,53 | 1 967 | 51,46 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 137 937 | 5 711 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 21 525 | 312,91 | 1 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 60 676 | 4,22 | 2 512 | 11,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 442 | 17,42 | 888 | 25,64 |
