Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF termasuk Quantinno Capital Management LP, WealthPlan Investment Management, LLC, BCS Private Wealth Management, Inc., Shared Vision Wealth Group LLC, Certus Wealth Management, LLC, Root Financial Partners, LLC, Foronjy Financial Llc, dan FSA Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,747 | 162.03 | 87 | 155.88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42,338 | 212.27 | 985 | 205.90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 282,428 | 66.74 | 6,592 | 63.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,204 | 262 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 489,526 | 82.27 | 11,426 | 78.38 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,569,651 | 1.94 | 59,976 | -0.24 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23,996 | 560 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 20,000 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 62,431 | 5.02 | 1,457 | 2.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38,594 | 6.26 | 901 | 3.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 151,990 | 17.58 | 3,547 | 15.09 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 25,075 | 2.66 | 585 | 0.52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,018 | 0.87 | 70 | -1.41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 44,500 | 244.96 | 1,039 | 238.11 | |||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 64,646 | 47.76 | 1,509 | 44.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18,600 | 434 | |||||
| 2025-08-14 | 13F | UBS Group AG | 102,562 | 13.76 | 2,394 | 11.30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,666,448 | 16.82 | 38,895 | 14.32 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,729 | 227 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9,851 | 230 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 120,397 | 6.84 | 2,810 | 4.58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28,144 | 657 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1,830,367 | 2.08 | 42,721 | -0.10 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3,241 | 0.46 | 76 | -1.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91,809 | 67.72 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 39,404 | 5.73 | 920 | 3.49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 304,528 | 402.70 | 7,108 | 392.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 582,260 | 0.72 | 13,590 | -1.44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 39,800 | 5.57 | 929 | 2.54 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 592 | 14 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 84,576 | 26.34 | 1,974 | 23.68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5,171,896 | 3,414.50 | 120,712 | 3,340.07 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 8,858 | 0.29 | 207 | -1.90 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 117,570 | 4.75 | 2,744 | 2.54 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 10,240 | 239 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,667,055 | 15.82 | 38,909 | 13.34 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 25,044 | 0.56 | 585 | -1.52 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 29,340 | 4.26 | 685 | 1.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60,698 | 382.73 | 1,417 | 373.58 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 40,803 | 21.58 | 952 | 19.00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 11,405 | 266 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63,159 | 1.89 | 1,474 | -0.27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,238 | 0.90 | 29 | -3.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,568 | 5.30 | 480 | 3.23 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 18,309 | 419 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43,108 | 0.99 | 1,006 | -1.18 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 1,351,618 | 28.95 | 31,547 | 26.19 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 17,309 | 404 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
