Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ALPS ETF Trust - Alerian Energy Infrastructure ETF comprennent Brinker Capital Investments, LLC, Lavaca Capital Llc, Brasada Capital Management, Lp, Northeast Financial Consultants Inc, Newbridge Financial Services Group, Inc., Custom Index Systems, Llc, Bank of New York Mellon Corp, Jones Financial Companies Lllp, Global Retirement Partners, LLC, et Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 96 186 | 30,40 | 3 013 | 24,36 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 40 916 | 2,89 | 1 319 | 1,23 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65 791 | 0,38 | 2 121 | -1,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 63 | 2 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84 794 | 11,11 | 2 734 | 9,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 76 103 | 6,45 | 2 426 | 3,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 202 | 7 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 707 | 8,07 | 281 | 6,06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7 943 | 9,59 | 256 | 8,02 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 7 800 | 2,63 | 251 | 0,80 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 11 825 | 381 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 392 | 6,17 | 625 | 4,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 215 | 0,38 | 168 | -1,18 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 8 055 | 0,81 | 260 | -0,77 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13 483 | 7,91 | 435 | 6,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 648 | 185,62 | 53 | 194,44 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 233 | 8 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27 943 | 901 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 27 745 | 10,81 | 889 | 13,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 809 | 9,30 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 23 404 | 755 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 390 | 13 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 350 | 25,15 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9 733 | 45,10 | 314 | 42,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 866 | 8,68 | 1 253 | 6,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 943 | 0,25 | 321 | -1,23 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 162 798 | 34,55 | 5 249 | 32,83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 19 392 | 625 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 29 004 | 5,05 | 935 | 3,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 496 | 1,22 | 16 | -6,25 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 323 169 | 15,02 | 10 419 | 13,15 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 217 | 1,05 | 265 | -0,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 835 | 220 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59 033 | 70,78 | 1 903 | 68,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 632 | 49,41 | 20 | 53,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 101 088 | 38,79 | 3 259 | 36,59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 152 281 | 35,49 | 4 910 | 33,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 56 503 | 65,33 | 1 822 | 62,73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 105 | 0,96 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 477 | 8,58 | 789 | 6,91 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 40 302 | 92,33 | 1 299 | 89,36 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 187 121 | 17,95 | 6 033 | 16,04 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 125 | 56,25 | 4 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 438 | 0,14 | 46 | -2,13 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 27 200 | 1 329 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 177 | 370,80 | 38 | 428,57 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11 550 | 35,09 | 372 | 32,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 625 | 1 020 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 21 023 | 106,57 | 678 | 103,30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22 021 | 0,92 | 1 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7 038 | 68,33 | 226 | 64,96 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 423 503 | 11,53 | 13 654 | 9,72 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 23 850 | 760 |
