Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF termasuk Global Financial Private Client, LLC, Goldman Sachs Group Inc, Foundations Investment Advisors, LLC, Cullen/frost Bankers, Inc., Alpine Bank Wealth Management, Massmutual Trust Co Fsb/adv, Global Retirement Partners, LLC, dan Cwm, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406,147 | 23.95 | 7,965 | 20.32 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,686 | 0.83 | 955 | -2.15 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267,749 | 3.01 | 5,251 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 39,575 | 11.71 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,813 | 545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,883 | 18.62 | 527 | 13.33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,867 | 44.31 | 409 | 37.71 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 122,398 | 17.77 | 2,400 | 14.34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,253 | 221 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83,901 | 0.14 | 1,645 | -2.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48,041 | 942 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 77,173 | 16.04 | 1,513 | 12.66 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,124 | 0.89 | 277 | -2.13 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164,770 | 79.82 | 3,223 | 74.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,651,784 | 16.81 | 52,001 | 13.40 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,752 | 1.21 | 230 | -1.71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,307 | 57.63 | 849 | 53.25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 113,924 | 89.60 | 2,234 | 84.17 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,224 | 2.28 | 710 | -0.70 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 22,212 | 436 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,410 | 145 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124,848 | 7.95 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 13,369 | 3.89 | 262 | 1.16 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2,751 | 1.85 | 54 | -1.85 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671,076 | 0.13 | 13,240 | -2.78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 103,553 | 12.01 | 2,031 | 8.73 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 24,012 | 0.60 | 471 | -2.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,316 | 4.59 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 166,055 | 0.62 | 3,256 | -2.31 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 5,185 | 102 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,808 | 408 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,097 | 41 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,866 | 23.03 | 1,449 | 19.47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 37,373 | 15.98 | 755 | 13.90 |
