Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF comprennent Alps Advisors Inc, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Two Sigma Investments, Lp, Newbridge Financial Services Group, Inc., Capstone Wealth Management Group LLC, Sofos Investments, Inc., et Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 62 761 | 0,12 | 3 387 | 1,56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5 434 | 0,46 | 293 | 2,09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 23 286 | 2,88 | 1 257 | 4,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 35 623 | 4,34 | 1 923 | 5,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 020 | 0,01 | 487 | 1,46 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 183 | 9,35 | 442 | 10,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63 811 | 27,61 | 3 444 | 29,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 255 | 1 255 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 18 900 | 1 020 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81 118 | 0,94 | 4 378 | 2,34 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7 840 | 3,43 | 423 | 3,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 173 | 0,38 | 441 | 1,85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 726 | 5,61 | 579 | 7,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 469 | 0,43 | 25 | 4,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 838 | 0,37 | 210 | 2,96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 20 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4 127 | 1,88 | 223 | 3,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 205 832 | 1,25 | 11 109 | 2,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 454 805 | 9,65 | 24 520 | 11,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57 539 | 1,52 | 3 105 | 2,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 278 | 1,06 | 393 | 2,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 823 | 70,47 | 956 | 73,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 245 610 | 4,64 | 13 256 | 6,12 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 380 | 0,26 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10 726 | 579 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 418 | 0,48 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100 810 | 2,52 | 5 441 | 3,96 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11 313 | 4,28 | 611 | 5,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 350 | 8,00 | 73 | 9,09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 608 | 0,38 | 357 | 1,71 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 9 934 | 536 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169 186 | 21,11 | 9 | 28,57 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 330 | 288 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 259 981 | 5,61 | 14 031 | 7,10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 668 | 0,04 | 1 169 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 55 610 | 3 001 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21 500 | 7,38 | 1 160 | 8,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 743 | 1,70 | 364 | 3,13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 35 511 | 0,06 | 1 917 | 1,48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 091 | 0,02 | 279 | 7,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 223 | 0,09 | 606 | 1,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0,33 | 0 | |||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 55 610 | 2 884 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 243 | 24,30 | 67 | 26,42 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 969 | 0,08 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 245 | 0 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 32 794 | 3,97 | 1 770 | 5,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 543 151 | 4,33 | 83 284 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41 042 | 0,03 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 521 180 | 12,13 | 28 128 | 13,71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 | 0,86 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69 158 | 0,48 | 3 787 | 3,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285 148 | 3,26 | 15 389 | 4,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 322 | 0,31 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53 727 | 2,32 | 2 900 | 3,76 |
