Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF comprennent RFG Advisory, LLC, Independent Wealth Network Inc., Kestra Advisory Services, LLC, Kensington Asset Management, LLC, KAMIX - Kensington Managed Income Fund Institutional Class Shares, AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I, WT Wealth Management, Nemes Rush Group LLC, Ameritas Advisory Services, LLC, et Larson Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 28 935 | 2,06 | 1 113 | 3,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 114 176 | 4,50 | 4 432 | 7,21 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 36 711 | 40,72 | 1 425 | 44,38 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 10 906 | 423 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 16 000 | 23,08 | 621 | 26,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 364 | 22,36 | 92 | 21,33 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 994 | 27,05 | 737 | 30,44 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 387 | 54 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 22 019 | 855 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 110 282 | 16,09 | 4 281 | 19,12 | ||||
| 2025-08-22 | NP | KHYAX - DWS High Income Fund Class A | 65 000 | 8,33 | 2 523 | 11,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 260 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 400 | 16 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 15 867 | 616 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 6 482 | 245 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 63 086 | 273,98 | 2 449 | 283,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16 492 | 640 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 134 | 35,35 | 5 | 66,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 250 | 49 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 100 000 | 3 882 | ||||||
| 2025-08-29 | NP | AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I | 10 000 | 388 | ||||||
| 2025-08-12 | NP | KAMIX - Kensington Managed Income Fund Institutional Class Shares | 10 906 | 423 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 92 785 | 15,26 | 3 602 | 18,22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 943 | 7,82 | 231 | 10,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 509 | 524 |
