Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF meliputi 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, dan Larson Financial 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |