Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF includono GFS Advisors, LLC, Spartan Wealth Advisory Services LLC, Guidance Capital, Inc, ZEGA Investments, LLC, Hunter Perkins Capital Management, LLC, Argent Trust Co, Shelton Capital Management, Independent Advisor Alliance, e Bluedoor Private Wealth, Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 121.056 | 4,30 | 3.264 | 3,39 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 668.113 | 2,18 | 18.012 | 1,28 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 121.282 | 1,65 | 3.270 | 0,74 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3.396 | 19,62 | 92 | 18,18 | ||||
| 2026-05-05 | 13F | Progressive Investment Management Corp | 16.265 | 4,77 | 439 | 3,79 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 257.158 | 5,23 | 6.933 | 4,29 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 16.275 | 6,55 | 439 | 5,54 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 37.126 | 159,40 | 1.001 | 156,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 676.858 | 30,58 | 18.248 | 29,43 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.612.864 | 0,55 | 43.483 | -0,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 283 | 8 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 29.733 | 0,60 | 802 | -0,25 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 500 | 14 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.577 | 150 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 202.983 | 3,57 | 5.472 | 2,66 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.779 | 15,07 | 129 | 14,29 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 10.085 | 0,39 | 272 | -0,73 | ||||
| 2026-05-12 | 13F | Family Legacy, Inc. | 41.910 | 0,92 | 1.130 | 0,00 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 14.462 | 3,77 | 393 | 6,50 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 431.756 | 201,39 | 11.640 | 198,77 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 11.712 | 316 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 27.268 | 69,87 | 735 | 68,58 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.784 | 291 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3.179.994 | 3,73 | 85.733 | 2,81 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 20.700 | 29,35 | 558 | 28,28 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 288.605 | 8,26 | 7.781 | 7,30 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 185.198 | 1,01 | 4.993 | 0,12 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 16.678 | 0,17 | 0 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 215 | -11,93 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105.926 | 156,36 | 2.856 | 154,23 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31.056 | 837 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 26.377 | 19,47 | 711 | 18,50 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11.267 | 44,47 | 304 | 42,92 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 91.100 | 2.456 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 17.525 | 5,16 | 472 | 4,19 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 26.240 | 4,67 | 707 | 3,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 337.597 | 7,29 | 9.102 | 6,33 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 130.281 | 5,75 | 3.512 | 4,80 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 28.878 | 47,88 | 779 | 46,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 64.658 | 16,36 | 1.743 | 15,29 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 290.214 | 3,52 | 7.824 | 2,61 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 428.478 | 3,03 | 11.552 | 2,12 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 44.175 | 8,07 | 1.191 | 7,11 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 108.548 | 3,72 | 2.926 | 2,81 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 23.569 | 8,20 | 635 | 7,26 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 18.722 | 505 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 3.143 | 85 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 241 | 20,50 | 6 | -60,00 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 114.698 | 2,59 | 3.085 | 0,23 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.588.219 | 5,17 | 42.818 | 4,24 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 101.921 | 6,36 | 2.748 | 5,41 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 76.942 | 5,32 | 2.074 | 4,38 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3.519 | 0,31 | 95 | -1,05 | ||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 51.525 | 7,98 | 1.389 | 7,09 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 32.092 | 862 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 8.665 | 1,01 | 234 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 791.031 | 14,59 | 21.326 | 13,59 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 9.381 | 8,49 | 253 | 7,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 50.842 | 5,61 | 1.371 | 4,66 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 47.873 | 1.291 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 174 | 1.060,00 | 5 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 7.430 | 200 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 286.444 | 7.723 | ||||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 121.715 | 10,63 | 3.281 | 9,66 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 115.774 | 14,66 | 3.121 | 13,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81.970 | 1,51 | 2.210 | 0,59 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11.333 | 10,26 | 306 | 9,32 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 33.000 | 31,80 | 890 | 12,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21.189 | 13,15 | 571 | 12,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 112.883 | 15,79 | 3.043 | 14,79 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 19.249 | 1 | ||||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 87.192 | 4,72 | 2.351 | 3,80 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 10.904 | 23,77 | 294 | 22,59 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 10.342 | 19,62 | 279 | 18,30 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 90.080 | 21,67 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 63.562 | 4.774 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 128.693 | 10,85 | 3.470 | 9,88 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 81.363 | 0,76 | 2.194 | -0,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 158.496 | 13,88 | 4.229 | 11,70 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 22.395 | 604 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 11.840 | 319 | ||||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 10.051 | 1,02 | 271 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 119.002 | 40,35 | 3.208 | 39,12 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 49 | 1 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 1.124 | 1,08 | 30 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.882 | 78 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.324.563 | 8,06 | 35.676 | 7,05 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.611 | 367 | ||||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 117.149 | 1,47 | 3.158 | 0,57 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 37.294 | 9,43 | 1.005 | 8,41 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 659.038 | 4,16 | 17.768 | 3,24 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 11.359 | 52,47 | 305 | 50,50 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 72.387 | 8,14 | 1.952 | 7,20 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24.261 | 33,65 | 654 | 32,66 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 20.697 | 2,44 | 558 | 1,46 |
