Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF inkluderar World Equity Group, Inc., Essex Financial Services, Inc., Kovitz Investment Group Partners, LLC, Berkshire Money Management, Inc., och Costello Asset Management, 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Gts Securities Llc | 24 031 | 89,82 | 1 278 | 91,32 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8 097 | 1,94 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 35 668 | 15,40 | 1 897 | 16,24 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 133 | 4,90 | 433 | 5,62 | ||||
2025-08-14 | 13F | Fmr Llc | 1 595 | 18,32 | 85 | 18,31 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 485 | 182,86 | 79 | 188,89 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 6 056 | 322 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 53 | 3 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 771 | 21,14 | 0 | |||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 878 | 259 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8 992 | 2,79 | 478 | 3,46 | ||||
2025-08-12 | 13F | LPL Financial LLC | 581 820 | 4,20 | 30 947 | 4,92 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 9 916 | 527 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 8 385 | 446 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 107 603 | 19 789,65 | 5 723 | 21 096,30 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 42 697 | 4,07 | 2 271 | 4,80 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 468 | 291 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6 280 | 19,12 | 331 | 20,36 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 1 473 | 0,20 | 78 | 1,30 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 45 171 | 17,63 | 2 403 | 18,44 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10 324 | 0,61 | 549 | 1,29 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9 602 | 4,69 | 511 | 5,37 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 11 547 | 24,36 | 614 | 25,31 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 342 626 | 3,22 | 18 224 | 3,92 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | 28,21 | 11 | 25,00 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 551 | 82 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 88 023 | 14,63 | 4 682 | 15,41 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 32 796 | 85,38 | 1 745 | 86,52 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 126 752 | 11,73 | 6 742 | 12,48 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 359 | 0 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 4 423 | 235 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 5 468 | 16,34 | 289 | 21,01 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 6 793 | 11,27 | 361 | 12,11 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |