Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF comprennent Quantinno Capital Management LP, WealthPlan Investment Management, LLC, BCS Private Wealth Management, Inc., Shared Vision Wealth Group LLC, Certus Wealth Management, LLC, Root Financial Partners, LLC, Foronjy Financial 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 747 | 162,03 | 87 | 155,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42 338 | 212,27 | 985 | 205,90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 282 428 | 66,74 | 6 592 | 63,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11 204 | 262 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 489 526 | 82,27 | 11 426 | 78,38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 569 651 | 1,94 | 59 976 | -0,24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23 996 | 560 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 20 000 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 62 431 | 5,02 | 1 457 | 2,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 594 | 6,26 | 901 | 3,93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 151 990 | 17,58 | 3 547 | 15,09 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25 075 | 2,66 | 585 | 0,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 018 | 0,87 | 70 | -1,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 44 500 | 244,96 | 1 039 | 238,11 | |||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 64 646 | 47,76 | 1 509 | 44,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18 600 | 434 | |||||
| 2025-08-14 | 13F | UBS Group AG | 102 562 | 13,76 | 2 394 | 11,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 666 448 | 16,82 | 38 895 | 14,32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 729 | 227 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9 851 | 230 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 120 397 | 6,84 | 2 810 | 4,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28 144 | 657 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 830 367 | 2,08 | 42 721 | -0,10 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 241 | 0,46 | 76 | -1,32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91 809 | 67,72 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 39 404 | 5,73 | 920 | 3,49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 304 528 | 402,70 | 7 108 | 392,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 582 260 | 0,72 | 13 590 | -1,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 39 800 | 5,57 | 929 | 2,54 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 592 | 14 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 84 576 | 26,34 | 1 974 | 23,68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 171 896 | 3 414,50 | 120 712 | 3 340,07 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8 858 | 0,29 | 207 | -1,90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 117 570 | 4,75 | 2 744 | 2,54 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10 240 | 239 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 667 055 | 15,82 | 38 909 | 13,34 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25 044 | 0,56 | 585 | -1,52 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 29 340 | 4,26 | 685 | 1,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 698 | 382,73 | 1 417 | 373,58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 40 803 | 21,58 | 952 | 19,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11 405 | 266 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63 159 | 1,89 | 1 474 | -0,27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 238 | 0,90 | 29 | -3,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20 568 | 5,30 | 480 | 3,23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 18 309 | 419 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43 108 | 0,99 | 1 006 | -1,18 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1 351 618 | 28,95 | 31 547 | 26,19 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 17 309 | 404 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
