Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF meliputi Centiva Capital, LP, Exchange Traded Concepts, Llc, JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Simon Quick Advisors, Llc, Brightwater Advisory LLC, Ramiah Investment Group, WCG Wealth Advisors LLC, North Dallas Bank & Trust Co, Savant Capital, LLC, Marex Group plc, Rsm Us Wealth Management Llc, Twin Peaks Wealth Advisors, LLC, Atlantic Trust, LLC, New England Capital Financial Advisors LLC, Traub Capital Management LLC, Hantz Financial Services, Inc., Asset Dedication, LLC, Key FInancial Inc, Atlantic Union Bankshares Corp, dan Nemes Rush Group LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Prostatis Group LLC | 11,170 | 0.02 | 124 | -0.80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 61,020 | 679 | ||||||
| 2025-08-08 | 13F | Creative Planning | 869,625 | 2.38 | 9,679 | 1.55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 446,029 | 4,964 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 531,518 | 8.55 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 88,941 | 153.25 | 990 | 151.02 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 103,661 | 10.71 | 1,151 | 8.69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 176,424 | 1,979 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 14,600 | 2.82 | 162 | 1.89 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 29,250 | 13.02 | 326 | -0.91 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2,611 | 1.20 | 29 | 3.57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 535,948 | 0.92 | 5,965 | 0.12 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1,457,054 | 4.55 | 16,217 | 3.71 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1,995 | 1.48 | 0 | |||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 453,260 | 6.15 | 5,045 | 5.28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 39,723 | 5.45 | 442 | 4.74 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 12,320 | 0.74 | 137 | 0.00 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,777 | 1.43 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,897 | 44 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 142,689 | 28.50 | 1,588 | 27.55 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12,770 | 142 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 210,740 | 4.30 | 2,533 | 4.32 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 16,250 | 2.85 | 181 | 1.69 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 131,620 | 2.33 | 1,465 | 1.46 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 300 | 3 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 455 | 48.21 | 5 | 66.67 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 95 | 1.06 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 20,518 | 228 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,419 | 0.06 | 71 | 0.00 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 412,187 | 4.50 | 4,587 | 3.66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 9 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36,440 | 7.51 | 406 | 6.58 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 182,300 | 2 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25,839 | 5.51 | 3,464 | 19.04 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 18,408 | 0.94 | 205 | 0.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 172 | 2 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1,519,823 | 16,916 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 50,700 | 6.18 | 564 | 5.42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1,861 | 21 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 263,178 | 17.14 | 2,929 | 16.23 | ||||
| 2025-08-26 | NP | JPDRX - JPMorgan Preferred and Income Securities Fund Class R6 | 3,996,400 | 28.03 | 44,480 | 27.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,972 | 33 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 55,874 | 24.62 | 622 | 20.82 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 31,961 | 141.09 | 362 | 144.59 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 500 | 6 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 314 | 0 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,511 | 7.16 | 72 | 5.88 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 21,400 | 238 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | -1,000,000 | -110 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 40,780 | 2.51 | 454 | 1.57 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 244,667 | 116.06 | 2,723 | 114.41 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,848,588 | 8.42 | 31,705 | 9.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 441 | 5 | ||||||
| 2025-06-25 | NP | PCLRX - PGIM INCOME BUILDER FUND Class R | 208,347 | 2.18 | 2,298 | -2.42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 70,469 | 0.67 | 784 | -0.13 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 29,778 | 3.47 | 331 | 2.80 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 27,827 | 9.50 | 310 | 8.42 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31,691 | 353 | ||||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11,420 | 127 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4,896 | 1.26 | 54 | 0.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 449 | 7.16 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 20,892 | 1.42 | 233 | 0.43 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 98,322 | 0.33 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 900,000 | 10,017 | ||||||
| 2025-03-27 | NP | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 495,312 | 5,721 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 608 | 7 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 1,078 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 197,955 | 2.34 | 2,203 | 1.52 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 43,805 | 491 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,400 | 16 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,026 | 112 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 24,846 | 6.64 | 277 | 5.75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,139,050 | 21.38 | 46,068 | 20.40 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 174,938 | 55.08 | 1,947 | 53.91 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 80,060 | 3.71 | 891 | 2.89 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 151,817 | 5.56 | 1,690 | 4.71 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 3,483,513 | 0.04 | 39 | -2.56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 13,974 | 28.48 | 153 | 24.39 | ||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 4,669,495 | 28.44 | 51,972 | 27.41 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,170 | 2.09 | 13 | 8.33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 812,895 | 39.82 | 9,048 | 38.69 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 16,303 | 1.60 | 181 | 0.56 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35,447 | 0.57 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 38,342 | 427 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 404,876 | 78.01 | 4,506 | 76.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 166,685 | 9.07 | 1,850 | 7.00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 30,951 | 0.17 | 344 | -0.58 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 56,602 | 630 | ||||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 152,164 | 4.60 | 1,694 | 3.74 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13,827 | 154 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60,368 | 9.55 | 672 | 8.58 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71,608 | 25.29 | 797 | 24.18 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 24,560 | 36.48 | 273 | 35.82 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 15,243 | 0.76 | 170 | 0.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2,851 | 32 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 183,385 | 2.89 | 2,041 | 2.10 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 481,270 | 8.43 | 5,357 | 7.55 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26,812 | 10.07 | 298 | 9.16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 300,722 | 147.82 | 3,347 | 139.24 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 570 | 6 | ||||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 120,000 | 500.00 | 1,346 | 444.94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 37,754 | 0 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1,620 | 0.75 | 18 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 195,090 | 7.31 | 2,171 | 6.47 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 84,548 | 10.12 | 941 | 9.29 | ||||
| 2025-07-29 | 13F | Creekside Partners | 34,368 | 0.19 | 383 | -0.52 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 251,292 | 0.79 | 2,797 | -0.04 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 59,384 | 0.15 | 661 | -0.75 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 55,082 | 18.70 | 613 | 17.88 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5,511 | 0.20 | 61 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 154,165 | 1.89 | 1,716 | 3.94 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 58,258 | 4.17 | 648 | 3.35 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 9,930 | 21.77 | 111 | 20.88 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 67,415 | 6.12 | 750 | 5.34 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,255 | 8.99 | 248 | 7.86 | ||||
| 2025-08-19 | 13F | Marex Group plc | 12,000 | 134 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 30,799 | 11.96 | 343 | 11.04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 94 | 1 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 88 | 1 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5,430 | 94.41 | 60 | 93.55 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 47,700 | 531 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,212 | 4.08 | 47 | 2.22 | ||||
| 2025-07-25 | NP | PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 | 3,413,593 | 3.78 | 37,447 | -2.53 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 72 | 1 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7,819 | 4.14 | 87 | 3.57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,751,764 | 3.91 | 19,498 | 3.08 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 112,606 | 1.53 | 1,253 | 0.72 | ||||
| 2025-08-28 | NP | Cohen & Steers Real Estate Opportunities & Income Fund | 148,886 | 7.68 | 1,657 | 6.83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 25,571 | 285 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 214,012 | 316.97 | 2,382 | 314.09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 19,196 | 0.93 | 216 | 2.38 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 400,000 | 1,928.50 | 4,452 | 1,914.48 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 11,066 | 0.02 | 123 | 2.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 123,356 | 4.02 | 1,373 | 3.16 | ||||
| 2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 277,000 | 3,039 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16,935 | 0.53 | 188 | -0.53 | ||||
| 2025-08-01 | 13F | Motco | 3,400 | 39 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 12,676 | 1.46 | 141 | 0.71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,895 | 22.06 | 43 | 22.86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,034,211 | 739.39 | 11,511 | 732.85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 55,268 | 14.76 | 615 | 13.89 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 787,541 | 9.99 | 8,765 | 9.11 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 197,193 | 2.12 | 2,195 | 1.29 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 16,692 | 0.19 | 186 | -0.54 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 70,093 | 15.25 | 780 | 14.37 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14,901 | -6.73 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 36,832 | 17.02 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 478,826 | 19.79 | 5,329 | 18.84 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 55,248 | 1.45 | 615 | 0.66 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,612 | 1.45 | 18 | 0.00 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 103,248 | 2.10 | 1,149 | 1.32 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 141,247 | 2.55 | 1,572 | 1.75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 947,056 | 40.41 | 10,541 | 39.27 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13,900 | 155 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 36,076 | 7.03 | 407 | 10.63 | ||||
| 2025-08-14 | 13F | Acas, Llc | 21,595 | 0.54 | 248 | 4.66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 973 | 74.69 | 11 | 83.33 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20,337 | 35.70 | 226 | 34.52 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 616,576 | 0.19 | 6,862 | -0.62 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19,729 | 1.01 | 220 | 0.00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 5,591 | 32.49 | 62 | 31.91 | ||||
| 2025-09-03 | 13F | American Trust | 20,238 | 225 | ||||||
| 2025-03-27 | NP | PISHX - Preferred Securities and Income SMA Shares | 77,405 | 609.16 | 894 | 626.83 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 19,250 | 214 | ||||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 32,992 | 2.04 | 367 | 1.38 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 11,674 | 4.22 | 130 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 31,121 | 75.46 | 346 | 73.87 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 52,997 | 595 |
