Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF inkluderar Banque Transatlantique SA, Trask Adam Roland, Great Valley Advisor Group, Inc., Friday Financial, XTX Topco Ltd, Legacy Financial Independent Advisors Llc, Proactive Wealth Strategies LLC, Vantus Wealth LLC, LaSalle St. Investment Advisors, LLC, Haverford Trust Co, Spartan Wealth Advisory Services LLC, N.E.W. Advisory Services LLC, Ameliora Wealth Management Ltd., SageView Advisory Group, LLC, Lloyd Advisory Services, LLC., Trust Co Of Vermont, Wilkerson Advisory Group LLC, Nova Wealth Management, Inc., First Community Trust Na, och High Note Wealth, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 16 | 0 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 92 | 1 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 752 | 1,48 | 8 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 36 089 | 58,11 | 393 | 53,13 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13 273 | −7,72 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 42 314 | 11,77 | 460 | 8,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 697 789 | 0,88 | 18 472 | −2,35 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 26 783 | 66,37 | 291 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 10 628 | 116 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 12 288 | 138 | ||||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 75 491 | 283,94 | 821 | 271,49 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 315 639 | 6,04 | 3 434 | 2,66 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40 072 | 6,27 | 436 | 2,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10 609 | 0,08 | 115 | −3,36 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 38 701 | 421 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 126 | 1 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2 800 | 31 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 167 288 | 27,62 | 1 880 | 23,68 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 10 278 204 | 40,39 | 111 827 | 35,89 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 229 982 | 501,89 | 13 382 | 482,84 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 61 159 | 5,89 | 665 | 2,47 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 354 246 | 1,51 | 3 854 | −1,73 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 0 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 9 258 895 | 73,21 | 100 737 | 67,66 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12 891 | 1,87 | 140 | −1,41 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 41 237 | 2,40 | 449 | −5,08 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6 758 | 2,33 | 74 | −1,35 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 82 550 | 25,33 | 898 | 21,35 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 32 965 | 0,54 | 359 | −2,72 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 21 600 | 32,92 | 235 | 29,12 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 826 | 20 550,00 | 9 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 10 565 | 0,66 | 115 | −2,56 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 10 851 | 118 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 17 995 | 196 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 41 047 | 8,23 | 447 | 4,69 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 121 097 | 0,76 | 1 318 | −2,44 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 167 863 | 9,64 | 1 826 | 6,16 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 113 320 | 0,57 | 1 233 | −2,69 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 307 169 | 27,44 | 3 342 | 23,33 | ||||
| 2026-05-12 | 13F | Creative Planning | 523 278 | 1,22 | 5 693 | −2,01 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 925 | 10 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 214 | 7,27 | 274 | 3,79 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 9 139 | 0,10 | 99 | −2,94 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1 252 | 14 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 736 148 | 2,55 | 8 252 | 2,28 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 79 | 295,00 | 1 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 273 | 1,25 | 25 | −4,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 126 695 | 4,22 | 192 | −86,02 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 1 389 774 | 3,28 | 15 121 | −0,03 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 206 | 2 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 14 077 | 153 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6 610 | 2,32 | 74 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 20 794 | 0,01 | 226 | −3,00 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 52 267 | 0,22 | 569 | −3,07 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 21 229 | 0,51 | 231 | −2,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 71 449 | 2,95 | 777 | −0,38 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 627 | 1,56 | 18 | −5,56 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 19 607 | 0,89 | 213 | −2,29 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10 416 | 0,74 | 113 | −2,59 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 102 962 | 12,74 | 1 120 | 9,16 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 14 339 | 1,56 | 156 | −1,27 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 440 393 | 0,15 | 4 791 | −3,06 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 49 096 | 0,66 | 534 | −2,55 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 586 | 1,10 | 148 | −2,65 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 91 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 224 902 | 0,53 | 2 447 | −2,70 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 680 404 | 3,78 | 7 403 | 0,45 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 280 | 14 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 275 | 57 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 5 469 | 0,40 | 60 | −3,28 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 11 775 | 128 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 270 002 | 23,46 | 3 035 | 19,64 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 737 072 | 0,98 | 29 779 | −2,26 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 663 212 | 9,76 | 7 216 | 6,24 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 33 721 | 186,74 | 367 | 177,27 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 81 133 531 | 3,42 | 882 733 | 0,11 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 458 900 | 56,66 | 4 993 | 51,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25 992 | 100,00 | 283 | 93,15 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 108 050 | 1,31 | 1 176 | −1,92 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 7 806 | 11,45 | 85 | 7,69 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 594 | −24,43 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 130 556 | 0,56 | 1 420 | −2,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 537 436 | 3,42 | 5 847 | 0,10 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 69 778 | 2,15 | 759 | −1,04 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4 041 | 0,10 | 44 | −4,44 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 413 477 | 8,49 | 4 499 | 5,02 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 93 815 | 1,27 | 1 021 | −2,02 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 304 303 | 71,67 | 3 311 | 66,16 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 282 | 15,10 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 65 535 | 30,03 | 713 | 25,97 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 47 662 | 25,88 | 531 | 24,94 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 088 | 12 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 367 778 | 5,43 | 36 641 | 2,05 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 94 608 | 15,01 | 1 029 | 11,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 38 505 | 12,80 | 419 | 9,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21 389 | 0,79 | 235 | −1,68 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 25 562 | 0,27 | 278 | −2,80 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 326 172 | 3 549 | ||||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1 714 | 19 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 20 100 | 219 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 435 531 | 4 739 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2 000 | 22 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22 582 | 32,62 | 246 | 28,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 19 507 | 5,00 | 220 | 5,29 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127 983 | 1,48 | 1 392 | −1,76 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 10 641 | 1,55 | 116 | −1,71 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 27 098 | 0,15 | 295 | −3,29 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 158 201 | 6,70 | 1 721 | 3,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 311 | 0 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 23 991 | 20,37 | 261 | 16,52 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 34 527 | 17,95 | 385 | 17,02 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 296 689 | 63,33 | 3 228 | 58,11 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 5 077 | 55 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 23 643 | 6,06 | 257 | 2,80 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 129 505 | 1,17 | 1 409 | −2,02 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 116 593 | 6,19 | 1 265 | 2,43 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4 467 | 49 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 10 632 | 0,69 | 120 | −2,46 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 752 | 8 | ||||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 357 778 | 6,78 | 3 893 | 3,35 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24 362 | 0,20 | 265 | −2,93 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 106 192 | 33,52 | 1 155 | 29,34 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 64 188 | 698 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 27 297 | 36,42 | 0 | |||||
| 2026-04-14 | 13F | Joule Financial, LLC | 12 481 | 0,81 | 136 | −2,88 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 191 | 2 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 16 421 | 179 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 290 | 3 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 10 373 | 113 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 199 079 | 1,44 | 2 166 | −1,81 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 664 411 | 12,61 | 7 229 | 9,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 39 000 | 127,64 | 424 | 120,83 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 578 277 | 6,99 | 6 292 | 3,56 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 33 050 | 6,23 | 360 | 2,87 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1 404 | 0,65 | 15 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 116 043 | 4,93 | 1 263 | 1,53 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 480 087 | 2,04 | 5 223 | −1,23 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 480 | 5 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 10 134 | 0 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 165 744 | 21,36 | 1 803 | 17,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 938 873 | 2,13 | 10 215 | −1,14 | ||||
| 2026-04-30 | 13F | Stonebridge Advisors Llc | 1 223 779 | 54,44 | 13 315 | 49,49 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 4 343 | 32,09 | 47 | 30,56 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 27 141 | 295 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 57 605 | 0,71 | 627 | −2,49 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 70 605 | 7,67 | 768 | 4,21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 26 316 | 84,40 | 286 | 78,75 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 954 689 | 0,16 | 10 387 | −3,04 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 100 000 | 1 088 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 59 987 | 1,06 | 653 | −2,25 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 24 791 | 7,33 | 270 | 3,86 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 77 538 | 844 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 67 | 1 | ||||||
| 2026-04-13 | 13F | First Hawaiian Bank | 273 162 | 4,06 | 2 972 | 0,75 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 59 596 | 1,56 | 648 | −1,67 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 10 200 | 111 | ||||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 161 | 2 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 22 957 | 249 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 169 | 2 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 14 843 | 162 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 11 305 | 19,88 | 123 | 16,19 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2 895 | 1,54 | 32 | −3,12 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 75 610 | 6,79 | 823 | 3,40 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 16 794 | 0,21 | 183 | −3,19 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 140 795 | 0,29 | 1 532 | −2,92 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 14 596 | 25,87 | 159 | 21,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 146 141 | 25 538,77 | 1 590 | 26 400,00 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 15 132 | 3,91 | 165 | 0,61 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 17 246 | 188 | ||||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 2 088 | 1,56 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 30 572 | 168,20 | 336 | 162,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 104 196 | 438,48 | 1 134 | 422,12 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 16 779 | 3,63 | 183 | 0,55 | ||||
| 2026-04-16 | 13F | Friday Financial | 18 923 | 206 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4 143 | 45 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 4 812 | 52 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 400 | 26 | ||||||
| 2026-04-09 | 13F | Beech Hill Advisors, Inc. | 49 280 | 10,42 | 536 | 6,99 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 51 | 2,00 | 1 |
