Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF meliputi Keudell/Morrison Wealth Management, Wealthcare Advisory Partners LLC, Citadel Advisors Llc, Wiley Bros.-aintree Capital, Llc, Financial Connections Group, Inc., Sei Investments Co, LongView Wealth Management, Elequin Capital Lp, Natixis Advisors, L.p., Advyzon Investment Management, LLC, Venture Visionary Partners LLC, Global Retirement Partners, LLC, Prentice Wealth Management LLC, Brinker Capital Investments, LLC, Vicus Capital, Thrive Wealth Management, LLC, Uhlmann Price Securities, Llc, First Heartland Consultants, Inc., Pensionmark Financial Group, Llc, dan Strategic Blueprint, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2,066 | 97.89 | 51 | 92.31 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2,661 | 66 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,890 | 268 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 189,095 | 36.67 | 4,658 | 34.35 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 20,688 | 510 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148,124 | 31.57 | 3,649 | 29.35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 104,544 | 11.60 | 2,575 | 9.71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10,602 | 261 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 10,067 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 250,401 | 158.67 | 6,168 | 154.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,400 | 34 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 14,026 | 346 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,593 | 0.89 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 184,941 | 18.45 | 4,556 | 16.46 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 146,741 | 3,615 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 120,827 | 280.27 | 2,977 | 273.87 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,537 | 2,451.61 | 136 | 2,620.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 525,775 | 52.43 | 13 | 50.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,201 | 63.17 | 424 | 60.23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27,270 | 5.09 | 672 | 3.23 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 106,428 | 2,622 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 31,656 | 780 | ||||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 276,334 | 1,392.97 | 6,807 | 1,370.19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 42,836 | 405.98 | 1,055 | 397.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,287 | 1,091 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34,701 | 149.65 | 1 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 12,008 | 296 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 37,634 | 927 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46,577 | 183.82 | 1,147 | 179.08 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 44,899 | 63.37 | 1,106 | 60.76 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,818 | 203.00 | 45 | 193.33 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 36,502 | 899 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 12,360 | 3.47 | 304 | 1.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69,230 | 8,446.91 | 1,704 | 8,415.00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 209,234 | 1,053.82 | 5,154 | 1,035.24 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1,212 | 0.92 | 30 | -3.33 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 43,093 | 1 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 43,211 | 1,065 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18,497 | 456 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29,606 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 113,414 | 36.68 | 2,794 | 34.33 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 24,987 | 1.15 | 616 | -0.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 136,889 | 69.97 | 3 | 50.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,600 | 261 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 463,619 | 129.85 | 11,421 | 125.98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20,791 | 0.89 | 512 | -0.78 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100,152 | 31.09 | 2,467 | 28.89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22,244 | 548 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,277 | 376 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 16,686 | 411 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,627 | 286 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 14,058 | 346 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 41,305 | 68.72 | 1,018 | 65.91 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,953 | 3.32 | 541 | 1.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 59,900 | 90.07 | 1,476 | 86.95 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11,089 | 0.23 | 273 | -1.44 |
