Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF inkluderar EWG Elevate Inc., Grimes & Company, Inc., Wealth Advisory Team LLC, Beta Wealth Group, Inc., PFG Investments, LLC, Pacific Sun Financial Corp, Accurate Wealth Management, LLC, Lowe Brockenbrough & Co Inc, Smallwood Wealth Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, EverSource Wealth Advisors, LLC, och Duncker Streett & Co Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 705 | 0,75 | 794 | 13,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 006 | 30,57 | 1 742 | 45,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 561 | 3,62 | 473 | 16,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159 370 | 0,06 | 9 961 | 12,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83 171 | 1,72 | 5 198 | 14,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 205 | 200 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 323 | 8,59 | 395 | 21,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 970 | 248 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 106 | 444 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 129 830 | 37,64 | 8 114 | 54,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 704 | 12,91 | 4 544 | 26,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 760 | 11,84 | 298 | 25,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57 480 | 0,40 | 3 592 | 12,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 999 | 16,59 | 2 500 | 30,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151 347 | 14,43 | 9 491 | 28,80 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7 039 | 440 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60 004 | 3 750 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 208 | 326 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 460 | 216 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125 003 | 32,29 | 7 813 | 48,46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 939 | 0,80 | 434 | 22,66 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7 274 | 1,54 | 455 | 14,07 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 260 | 204 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 028 | 1,28 | 695 | 14,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 668 | 7,89 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60 774 | 3 798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 488 | 0,21 | 3 984 | 16,56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16 884 | 10,96 | 1 055 | 24,56 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 305 | 207 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 981 | 436 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 471 | 2,82 | 529 | 15,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 470 | 1,01 | 654 | 13,34 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 275 | 0,47 | 267 | 13,14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 135 | 71 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17 495 | 1 093 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 215 | 37,52 | 263 | 58,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 584 | 6,06 | 3 599 | 19,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161 095 | 0,98 | 10 068 | 13,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57 827 | 14,31 | 3 614 | 28,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516 104 | 1,34 | 32 256 | 13,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 914 | 13,92 | 2 870 | 27,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 729 | 0 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8 418 | 0,21 | 526 | 12,63 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 692 | 25,19 | 1 293 | 40,54 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 125 | 166,23 | 320 | 199,07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3 494 | 218 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103,89 | 52 | 136,36 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36 265 | 1,55 | 2 020 | 4,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423 184 | 33,43 | 26 449 | 49,75 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 345 | 84 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10 719 | 1,71 | 670 | 14,16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 924 | 245 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 509 | 219 | ||||||
| 2025-08-08 | 13F | Creative Planning | 7 631 | 0,04 | 477 | 12,26 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 000 | 62 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
