Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF includono Alps Advisors Inc, RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares, Two Sigma Investments, Lp, Newbridge Financial Services Group, Inc., Capstone Wealth Management Group LLC, Sofos Investments, Inc., e Mount Yale Investment Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 62.761 | 0,12 | 3.387 | 1,56 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 5.434 | 0,46 | 293 | 2,09 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 23.286 | 2,88 | 1.257 | 4,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 35.623 | 4,34 | 1.923 | 5,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.020 | 0,01 | 487 | 1,46 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8.183 | 9,35 | 442 | 10,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 63.811 | 27,61 | 3.444 | 29,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.255 | 1.255 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 18.900 | 1.020 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 81.118 | 0,94 | 4.378 | 2,34 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7.840 | 3,43 | 423 | 3,17 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.173 | 0,38 | 441 | 1,85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10.726 | 5,61 | 579 | 7,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 469 | 0,43 | 25 | 4,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3.838 | 0,37 | 210 | 2,96 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 20 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 4.127 | 1,88 | 223 | 3,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 205.832 | 1,25 | 11.109 | 2,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 454.805 | 9,65 | 24.520 | 11,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57.539 | 1,52 | 3.105 | 2,95 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.278 | 1,06 | 393 | 2,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17.823 | 70,47 | 956 | 73,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 245.610 | 4,64 | 13.256 | 6,12 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 380 | 0,26 | 21 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 10.726 | 579 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 418 | 0,48 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100.810 | 2,52 | 5.441 | 3,96 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11.313 | 4,28 | 611 | 5,72 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1.350 | 8,00 | 73 | 9,09 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6.608 | 0,38 | 357 | 1,71 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 9.934 | 536 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 169.186 | 21,11 | 9 | 28,57 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5.330 | 288 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 4 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 259.981 | 5,61 | 14.031 | 7,10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21.668 | 0,04 | 1.169 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alps Advisors Inc | 55.610 | 3.001 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21.500 | 7,38 | 1.160 | 8,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6.743 | 1,70 | 364 | 3,13 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 35.511 | 0,06 | 1.917 | 1,48 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.091 | 0,02 | 279 | 7,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11.223 | 0,09 | 606 | 1,51 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 919 | 0,33 | 0 | |||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 55.610 | 2.884 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.243 | 24,30 | 67 | 26,42 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15.969 | 0,08 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9.245 | 0 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 32.794 | 3,97 | 1.770 | 5,42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.543.151 | 4,33 | 83.284 | 5,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41.042 | 0,03 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 521.180 | 12,13 | 28.128 | 13,71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 117 | 0,86 | 6 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69.158 | 0,48 | 3.787 | 3,41 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 285.148 | 3,26 | 15.389 | 4,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 322 | 0,31 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 53.727 | 2,32 | 2.900 | 3,76 |
