Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Principal Exchange-Traded Funds - Principal Spectrum Preferred Securities Active ETF includono SIRAX - Sierra Tactical All Asset Fund Class A, Colony Group, LLC, KWB Wealth, Boreal Capital Management LLC, Essex Financial Services, Inc., Mml Investors Services, Llc, Insigneo Advisory Services, Llc, Grant/GrossMendelsohn, LLC, Everett Harris & Co /ca/, Stephens Inc /ar/, Financial Advocates Investment Management, FSC Wealth Advisors, LLC, Cascade Financial Partners, LLC, Grant Private Wealth Management Inc, Resurgent Financial Advisors LLC, Assetmark, Inc, Hantz Financial Services, Inc., AdvisorNet Financial, Inc, e Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 246.100 | 4.669 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.791.483 | 32,34 | 52.954 | 34,25 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 34.241 | 633 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.739 | 5,26 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 158.682 | 4,58 | 3.010 | 6,10 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 36.694 | 23,47 | 696 | 25,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 305.236 | 1,87 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 130.435 | 14,75 | 2.474 | 16,42 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 11.159 | 212 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 285 | 5 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 0 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 17.399 | 330 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 78.543 | 4,79 | 1.490 | 6,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 429.357 | 94,40 | 8.145 | 98,15 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 284.025 | 23,39 | 5.381 | 25,11 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 28.025 | 8,74 | 532 | 10,40 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 235.944 | 45,83 | 4.476 | 47,93 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 224.275 | 16,10 | 4.255 | 17,77 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11.396 | 1,17 | 216 | 2,86 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 34.488 | 22,22 | 654 | 24,10 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3.510 | 1.797,30 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 77.295 | 3.031,89 | 1.466 | 3.086,96 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117.383 | 5,80 | 2.227 | 7,33 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 2.819.142 | 1,49 | 53.479 | 2,96 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 20.417 | 387 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 242.920 | 4.608 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 582.078 | 11,67 | 11.042 | 13,30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136.786 | 0,83 | 2.595 | 2,29 | ||||
| 2025-07-17 | 13F | KWB Wealth | 209.390 | 3.916 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 95.623 | 2,31 | 1.814 | 3,78 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 1.520.729 | 10,12 | 28.848 | 11,71 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44.543 | 2,53 | 845 | 3,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 19.965 | 379 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 56.237 | 3,54 | 1.067 | 5,02 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 18.718 | 1,09 | 355 | 2,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6.156.993 | 0,77 | 116.798 | 2,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 138.387 | 2.625 | ||||||
| 2025-07-18 | 13F | Rogco, Lp | 380.684 | 1,43 | 7.222 | 2,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 41 | 24,24 | 1 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 78.578 | 1,18 | 1.491 | 2,62 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 16.597 | 12,76 | 315 | 14,18 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 425.217 | 5,61 | 8.066 | 7,13 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 47.378 | 899 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31.705 | 2,66 | 601 | 4,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10.222.023 | 10,76 | 193.912 | 12,35 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 504.757 | 31,78 | 9.575 | 33,69 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 10.268 | 195 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 17.675 | 335 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6.094 | 78,50 | 116 | 82,54 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 66.894 | 1.269 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 103.095 | 18,55 | 1.956 | 20,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10.535 | 1,17 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 35.434 | 672 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 19.000 | 72,73 | 360 | 75,61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.390 | 45 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.250.027 | 3,66 | 61.653 | 5,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38.426 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 89.256 | 5,18 | 1.693 | 6,75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 52 | 0,00 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.577 | 92,31 | 49 | 92,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10.814 | 5,05 | 205 | 6,77 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 43.885 | 832 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 740 | 14 | ||||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 11.029 | 0,81 | 206 | 1,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 525.948 | 9,19 | 9.977 | 11,87 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 56.278 | 11,86 | 1.068 | 13,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 403.476 | 59,71 | 7.654 | 62,00 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 102.829 | 58,66 | 1.951 | 60,76 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6.135 | 48,91 | 116 | 50,65 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 19.583 | 2.697,57 | 371 | -8,85 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 23.500 | 446 |
