Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF comprennent Hershey Financial Advisers, LLC, Modern Wealth Management, LLC, Mercer Global Advisors Inc /adv, DAVENPORT & Co LLC, Ballast, Inc., Engineers Gate Manager LP, Traub Capital Management LLC, Summit Financial, LLC, AlphaCore Capital LLC, et Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12 440 | 330 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 824 | 25,65 | 155 | 25,20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14 417 | 382 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 246 847 | 10,97 | 6 549 | 10,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 380 | 10 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 600 486 | 7,25 | 15 931 | 6,64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13 554 | 360 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78 800 | 4,42 | 2 091 | 3,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65 137 | 13,08 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28 181 | 22,84 | 748 | 22,06 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 849 | 23 | ||||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 298 728 | 4,27 | 7 809 | 1,21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 665 889 | 2,43 | 17 666 | 1,86 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 14 840 | 394 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42 818 | 1 136 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 299 | 408 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 306 | 2,00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 114 938 | 13,50 | 3 049 | 12,88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40 072 | 345,29 | 1 063 | 344,77 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 15 413 | 17,29 | 406 | 19,47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 565 488 | 44,42 | 15 002 | 43,61 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40 | 1 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 374 | 3,60 | 328 | 3,14 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16 485 | 437 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 101 433 | 1,33 | 29 221 | 0,77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 032 | 0,02 | 266 | -0,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 274 268 | 3,04 | 7 276 | 2,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 35 800 | 55,65 | 950 | 54,81 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 150 | 119,64 | 826 | 118,52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 735 554 | 4,95 | 19 514 | 4,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 210 388 | 3,53 | 32 114 | 2,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 537 781 | 0,31 | 40 797 | -0,26 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 093 | 215 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3 093 | 116,60 | 82 | 115,79 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 43 216 | 1,07 | 1 147 | 0,53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9 336 | 0,09 | 248 | -0,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40 618 | 1 078 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 641 | 2,22 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 319 358 | 3,83 | 35 003 | 3,24 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27 026 | 5,62 | 717 | 5,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 106 096 | 18,32 | 2 815 | 17,64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13 435 | 1,25 | 356 | 0,56 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 9 945 | 264 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 7 009 | 64,45 | 186 | 63,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 250 | 33 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 474 | 225 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 35 943 | 5,03 | 954 | 4,38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7 926 | 210 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22 545 | 598 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 805 | 73,87 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 679 | 0,60 | 389 | 0,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 259 337 | 10,15 | 6 880 | 9,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46 | 283,33 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 334 | -0,30 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 107 036 | 4,01 | 2 840 | 3,42 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 466 004 | 35,66 | 12 358 | 36,60 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4 917 | 200,00 | 130 | 202,33 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 117 281 | 1,08 | 3 111 | 0,52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57 685 | 6,52 | 1 530 | 5,96 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 8 267 | 0,92 | 219 | 0,46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 334 | 634,58 | 115 | 660,00 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 59 909 | 39,19 | 1 589 | 38,41 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 36 260 | 2,14 | 962 | 1,48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 367 643 | 2,71 | 9 754 | 2,13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 429 | 464,47 | 11 | 450,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49 097 | 12,32 | 1 303 | 11,66 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 133 502 | 3 542 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 11 574 | 0,71 | 307 | 0,33 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17 071 | 8,06 | 453 | 7,36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 220 | 0,20 | 298 | -0,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 340 | 0,88 | 434 | 0,23 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 222 053 | 6,54 | 5 889 | 7,27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 68 | 1,49 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 21 176 | 196,42 | 562 | 195,26 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 70 765 | 2,88 | 1 877 | 2,29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 090 | 1,02 | 29 | 0,00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 70 669 | 33,76 | 1 875 | 33,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 61 260 | 0,78 | 1 625 | 0,25 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 13 796 | 2,15 | 366 | 1,67 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9 752 | 1,03 | 259 | 0,39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 450 | 11,97 | 38 | 11,76 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96 940 | 18,25 | 2 572 | 18,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 355 | 3,98 | 381 | 3,26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 98 626 | 4,70 | 2 594 | 5,06 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 203 271 | 7,08 | 5 427 | 7,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 774 495 | 1,94 | 20 547 | 1,37 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29 483 | 524,51 | 782 | 2,49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47 334 | 142,39 | 1 256 | 140,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 340 868 | 4,06 | 9 043 | 3,48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 299 | 2,12 | 273 | 1,49 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 73 462 | 30,12 | 1 949 | 29,35 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 170 650 | 34,18 | 4 527 | 33,42 |
