Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ETF Series Solutions - Aptus Defined Risk ETF comprennent Wealth Advisory Team LLC, Wealthcare Advisory Partners LLC, Uniting Wealth Partners, LLC, Betterment LLC, Independent Advisor Alliance, Gladstone Institutional Advisory LLC, Creekmur Asset Management LLC, O'shaughnessy Asset Management, Llc, Jones Financial Companies Lllp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | Advisory Services Network, LLC | 665 809 | 47,91 | 18 962 | 54,48 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 337 108 | 9 688 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 276 504 | 0,30 | 7 947 | 5,71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11 549 | 332 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 62 | 1,64 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 309 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 889 912 | 32,18 | 169 276 | 39,31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 75 311 | 29,89 | 2 164 | 36,88 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 692 381 | 26,36 | 19 899 | 33,17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 849 | 58,99 | 24 | 71,43 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 691 093 | 3,71 | 48 602 | 9,30 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 314 267 | 1,24 | 9 032 | 6,70 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 152 256 | 84,96 | 4 376 | 94,96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 529 746 | 5,22 | 15 225 | 10,89 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 178 927 | 5,05 | 5 156 | 11,00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 696 714 | 10,01 | 20 024 | 15,94 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 948 757 | 6,14 | 113 487 | 11,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | SWS Partners | 139 249 | 13,12 | 4 002 | 19,25 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 75 958 | 2 183 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 127 784 | 0,81 | 3 673 | 122 300,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19 593 | 1,02 | 563 | 6,63 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 185 083 | 5 319 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 942 | 27 | ||||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 790 059 | 44,76 | 22 762 | 50,95 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 266 739 | 4,61 | 7 666 | 10,25 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 474 | 215 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 133 219 | 11,00 | 3 829 | 16,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 391 | 11 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 310 229 | 10,90 | 8 916 | 16,44 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 163 855 | 9,71 | 33 449 | 15,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 13 229 192 | 12,05 | 380 207 | 18,09 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 419 615 | 5,55 | 40 800 | 11,24 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27 929 | 803 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 13 180 | 376 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 374 | 2 458,47 | 1 477 | 2 633,33 | ||||
| 2025-08-12 | 13F | Bokf, Na | 23 712 | 15,58 | 681 | 21,82 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 397 185 | 11 415 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 813 | 57,93 | 52 | 67,74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14 790 | 199,27 | 425 | 214,81 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 867 479 | 10,70 | 24 931 | 16,66 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 567 477 | 7,36 | 16 201 | 12,40 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 556 | 16 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 18 466 | 531 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 655 | 536 | ||||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 110 336 | 1,86 | 3 171 | 7,38 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 261 886 | 25,38 | 7 527 | 32,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43 405 | 18,58 | 1 247 | 24,95 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 212 099 | 176,04 | 6 098 | 191,03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 243 832 | 6,78 | 7 008 | 12,53 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 1 259 871 | 2,62 | 36 209 | 8,15 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 10 800 | 3,92 | 310 | 9,54 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 166 475 | 18,61 | 4 784 | 25,01 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1 000 441 | 2,46 | 28 753 | 7,98 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 412 087 | 12,30 | 11 843 | 18,36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 824 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 348 845 | 2,27 | 96 246 | 7,78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 068 085 | 1,58 | 30 697 | 7,05 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 407 274 | 14,99 | 11 705 | 21,19 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 1 619 018 | 4,26 | 46 531 | 9,88 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 433 292 | 12 |
