Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF meliputi Hershey Financial Advisers, LLC, Modern Wealth Management, LLC, Mercer Global Advisors Inc /adv, DAVENPORT & Co LLC, Ballast, Inc., Engineers Gate Manager LP, Traub Capital Management LLC, Summit Financial, LLC, AlphaCore Capital LLC, dan Trust Co Of Toledo Na /oh/ .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 12,440 | 330 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,824 | 25.65 | 155 | 25.20 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14,417 | 382 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 246,847 | 10.97 | 6,549 | 10.35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 380 | 10 | ||||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 600,486 | 7.25 | 15,931 | 6.64 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 13,554 | 360 | ||||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 78,800 | 4.42 | 2,091 | 3.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65,137 | 13.08 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28,181 | 22.84 | 748 | 22.06 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 849 | 23 | ||||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 298,728 | 4.27 | 7,809 | 1.21 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 665,889 | 2.43 | 17,666 | 1.86 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 14,840 | 394 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 42,818 | 1,136 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,299 | 408 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 306 | 2.00 | 0 | |||||
| 2025-08-08 | 13F | Wrapmanager Inc | 114,938 | 13.50 | 3,049 | 12.88 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40,072 | 345.29 | 1,063 | 344.77 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 15,413 | 17.29 | 406 | 19.47 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 565,488 | 44.42 | 15,002 | 43.61 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40 | 1 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12,374 | 3.60 | 328 | 3.14 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 16,485 | 437 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,101,433 | 1.33 | 29,221 | 0.77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,032 | 0.02 | 266 | -0.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 274,268 | 3.04 | 7,276 | 2.46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 35,800 | 55.65 | 950 | 54.81 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,150 | 119.64 | 826 | 118.52 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 735,554 | 4.95 | 19,514 | 4.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,210,388 | 3.53 | 32,114 | 2.94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,537,781 | 0.31 | 40,797 | -0.26 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,093 | 215 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 3,093 | 116.60 | 82 | 115.79 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 43,216 | 1.07 | 1,147 | 0.53 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9,336 | 0.09 | 248 | -0.40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40,618 | 1,078 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,641 | 2.22 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,319,358 | 3.83 | 35,003 | 3.24 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 27,026 | 5.62 | 717 | 5.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 106,096 | 18.32 | 2,815 | 17.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 13,435 | 1.25 | 356 | 0.56 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 9,945 | 264 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 7,009 | 64.45 | 186 | 63.72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,250 | 33 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8,474 | 225 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 35,943 | 5.03 | 954 | 4.38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 7,926 | 210 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22,545 | 598 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 805 | 73.87 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14,679 | 0.60 | 389 | 0.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 259,337 | 10.15 | 6,880 | 9.54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 46 | 283.33 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 334 | -0.30 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 107,036 | 4.01 | 2,840 | 3.42 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 466,004 | 35.66 | 12,358 | 36.60 | ||||
| 2025-06-26 | NP | FIRS - FIRE Funds(TM) Wealth Builder ETF | 4,917 | 200.00 | 130 | 202.33 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 117,281 | 1.08 | 3,111 | 0.52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 57,685 | 6.52 | 1,530 | 5.96 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 8,267 | 0.92 | 219 | 0.46 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,334 | 634.58 | 115 | 660.00 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 59,909 | 39.19 | 1,589 | 38.41 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 36,260 | 2.14 | 962 | 1.48 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 367,643 | 2.71 | 9,754 | 2.13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 429 | 464.47 | 11 | 450.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49,097 | 12.32 | 1,303 | 11.66 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 133,502 | 3,542 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 11,574 | 0.71 | 307 | 0.33 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 17,071 | 8.06 | 453 | 7.36 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11,220 | 0.20 | 298 | -0.34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,340 | 0.88 | 434 | 0.23 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Fidelity Institutional AM(R) Bond ESG Strategy Class R Shares | 222,053 | 6.54 | 5,889 | 7.27 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 68 | 1.49 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 21,176 | 196.42 | 562 | 195.26 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 70,765 | 2.88 | 1,877 | 2.29 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1,090 | 1.02 | 29 | 0.00 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 70,669 | 33.76 | 1,875 | 33.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 61,260 | 0.78 | 1,625 | 0.25 | ||||
| 2025-07-29 | 13F | Progressive Investment Management Corp | 13,796 | 2.15 | 366 | 1.67 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9,752 | 1.03 | 259 | 0.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,450 | 11.97 | 38 | 11.76 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96,940 | 18.25 | 2,572 | 18.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,355 | 3.98 | 381 | 3.26 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 98,626 | 4.70 | 2,594 | 5.06 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 203,271 | 7.08 | 5,427 | 7.17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 774,495 | 1.94 | 20,547 | 1.37 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29,483 | 524.51 | 782 | 2.49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47,334 | 142.39 | 1,256 | 140.88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 340,868 | 4.06 | 9,043 | 3.48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,299 | 2.12 | 273 | 1.49 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 73,462 | 30.12 | 1,949 | 29.35 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 170,650 | 34.18 | 4,527 | 33.42 |
