Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund termasuk XFLX - FundX Flexible ETF, XRLX - FundX Conservative ETF, Detalus Advisors, LLC, Semitam Bonam Llc, dan Maseco Llp .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,847 | 134.39 | 99 | 135.71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26,335 | 1 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43,302 | 2,330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36,013 | 0.71 | 1,938 | 0.31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13,591 | 731 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19,907 | 5.93 | 1,071 | 5.52 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33,473 | 7.52 | 1,801 | 10.63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1.54 | 11 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,032 | 1.50 | 5,006 | 1.11 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40,636 | 5.51 | 2,187 | 5.10 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51,305 | 2,761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135,559 | 2.74 | 7,305 | 2.35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8,405 | 13.50 | 452 | 13.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108,503 | 52.07 | 5,839 | 51.48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,376 | 31.52 | 181 | 31.16 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17,351 | 1.66 | 934 | 1.30 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26,311 | 1,416 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3,965 | 213 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4,070 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,816 | 1.21 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66,349 | 41.56 | 3,570 | 41.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1,115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8,555 | 14.96 | 460 | 14.71 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15,708 | 35.27 | 845 | 34.77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4,223 | 223 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 24,255 | 2.24 | 1,305 | 1.87 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,930 | 16.05 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77,732 | 4,183 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,384 | 34.50 | 74 | 39.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,848 | 102.20 | 584 | 101.73 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,499 | 6.18 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47,898 | 146.83 | 2,577 | 145.90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 202,493 | 10.79 | 10,896 | 10.37 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103,875 | 5,590 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90,694 | 229.96 | 4,880 | 228.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1.42 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22,203 | 0.14 | 1,195 | -0.25 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4,911 | 0.51 | 264 | 0.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,888 | 0.26 | 209 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,528 | 341.19 | 136 | 353.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256,934 | 0.95 | 13,826 | 0.56 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,984 | 1.28 | 107 | 0.95 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89,286 | 1.45 | 4,804 | 1.05 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74,595 | 77.03 | 4,014 | 76.32 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48,204 | 2,594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119,880 | 6,451 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,565 | 2.07 | 299 | 1.70 |
