Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF termasuk Vestmark Advisory Solutions, Inc., Cerity Partners LLC, Entropy Technologies, LP, Exchange Traded Concepts, Llc, BLVD Private Wealth, LLC, Drive Wealth Management, Llc, Axim Planning & Wealth, Solutions 4 Wealth, Ltd, Gts Securities Llc, Global Retirement Partners, LLC, Barnes Dennig Private Wealth Management LLC, dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | VestGen Advisors, LLC | 209,747 | 1.81 | 9,867 | 2.05 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 130,771 | 16.28 | 6,132 | 16.18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,601 | 10.83 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5,420 | 254 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 128,740 | 4.51 | 6,037 | 4.83 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 21,569 | 0.50 | 1,011 | 0.40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12,986 | 15.43 | 609 | 15.37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,105 | 146 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,635 | 12.98 | 639 | 14.11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 200,907 | 15.71 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,987 | 46.81 | 1 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 245,800 | 0.27 | 11,526 | 0.18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18,585 | 871 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16,101 | 0.42 | 755 | 0.27 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 18,002 | 0.04 | 844 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 598,765 | 2.91 | 28,076 | 2.82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 | 27.27 | 1 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 23,213 | 15.94 | 1,088 | 15.87 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,411,115 | 2.63 | 113,057 | 2.54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 98,980 | 15.31 | 4,641 | 15.22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 16,277 | 41.44 | 763 | 41.30 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 274,892 | 11.51 | 12,890 | 11.42 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 50,000 | 66.11 | 2,344 | 66.01 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 10,843 | 144.32 | 508 | 144.23 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 42 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 224,356 | 14.78 | 10,486 | 14.64 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 110,188 | 49.38 | 5,167 | 50.96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 643,497 | 7.40 | 30,174 | 7.30 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 57,117 | 2.57 | 2,681 | 3.76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68,699 | 157.05 | 3,221 | 156.86 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 1,013,133 | 3.98 | 47,506 | 3.89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,577 | 19.36 | 308 | 19.38 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5,906 | 275 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41,025 | 14.57 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4,513 | 212 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 25,414 | 1.10 | 1,192 | 1.02 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 5,167 | 1.02 | 242 | 0.83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,167 | 195 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 15,340 | 103.99 | 719 | 104.26 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 24,284 | 8.99 | 1,139 | 8.90 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 32,882 | 1.43 | 1,542 | 1.31 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5,524 | 1.14 | 258 | 3.20 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6,748 | 15.83 | 316 | 15.75 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 782,477 | 1.05 | 36,690 | 0.97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,043,609 | 26.49 | 189,605 | 26.38 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,135,448 | 2.44 | 53,241 | 2.36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 452 | 201.33 | 21 | 200.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 85,430 | 150.88 | 4,006 | 150.63 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 236,542 | 752.19 | 11,091 | 751.84 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,208 | 1.22 | 289 | 0.70 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 16,985 | 796 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 518,467 | 3.70 | 24,311 | 3.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 481,003 | 16.10 | 22,554 | 16.00 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3,034 | 142 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7,408 | 20.85 | 347 | 20.91 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 317,586 | 4.93 | 14,892 | 4.84 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 14,695 | 0.20 | 689 | 0.15 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,016 | 0.42 | 329 | 0.30 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 20,696 | 38.27 | 970 | 39.77 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 108,661 | 54.42 | 5,107 | 55.84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 58,790 | 2,737 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 200,969 | 1.53 | 9,423 | 1.44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,877 | 13.77 | 1,354 | 13.69 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 33,228 | 27.04 | 1,559 | 28.52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 103,340 | 4,846 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 5,043 | 236 | ||||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 33,501 | 528 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 102,590 | 55.54 | 4,810 | 55.41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66,173 | 21.70 | 3,103 | 21.60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,649 | 15.51 | 359 | 15.48 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,175 | 3.49 | 571 | 3.26 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 645 | 46.26 | 30 | 50.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 53,933 | 29.13 | 2,529 | 28.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,760 | 13.45 | 270 | 13.45 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 310,921 | 3.24 | 14,579 | 3.15 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5 | 400.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,352 | 49.72 | 63 | 50.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96,902 | 6.46 | 4,544 | 6.37 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264,347 | 6.34 | 12,316 | 4.97 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 8,709 | 408 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 127,926 | 24.88 | 5,998 | 24.78 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 186,842 | 0.85 | 8,761 | 0.77 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 81,182 | 9.02 | 3,794 | 8.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,699,341 | 0.20 | 80 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 170,237 | 5.61 | 7,982 | 5.53 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,867 | 0.80 | 510 | 0.79 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 99,891 | 14.76 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 224 | 0.45 | 0 | |||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 73,093 | 2.83 | 3,427 | 2.76 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 37 | 2.78 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 260,620 | 15.97 | 12,220 | 15.87 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 102,875 | 1.56 | 4,824 | 1.47 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 124,986 | 0.54 | 5,861 | 0.45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 79,007 | 324.40 | 3,705 | 324.28 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14,005 | 657 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 218,389 | 10.60 | 10,240 | 10.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,988,723 | 1.44 | 140,143 | 1.35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 32,514 | 38.34 | 1,525 | 38.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,070,063 | 45.71 | 50,175 | 45.59 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,317 | 605.35 | 2,078 | 606.80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 21,206 | 38.50 | 1 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 351,101 | 17.24 | 16,463 | 17.14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,952 | 4.42 | 279 | 4.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,636 | 1.19 | 546 | 1.11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 353,964 | 3.28 | 16,597 | 3.19 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 423 | 20 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 5,491 | 7.35 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 23,016 | 9.08 | 1,079 | 8.99 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6,560 | 308 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 163,910 | 220.63 | 7,686 | 220.34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,349,313 | 126.76 | 63,269 | 126.57 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 414,325 | 4.21 | 19,428 | 4.12 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 154,613 | 2.78 | 7,250 | 2.69 |
