Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco Equal Weight 0-30 Year Treasury ETF inkluderar Westmount Partners, LLC, Orion Portfolio Solutions, LLC, Sagespring Wealth Partners, Llc, IFG Advisory, LLC, Axim Planning & Wealth, Scientech Research LLC, Quadrature Capital Ltd, och Global Retirement Partners, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 149 062 | 23,96 | 4 095 | 22,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 757 | 97,92 | 76 | 97,37 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 046 | 798 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 406 570 | 3,69 | 11 197 | 2,65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 789 | 289 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 41 | 272,73 | 1 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 48 462 | 477,62 | 1 331 | 471,24 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 11 139 | 40,33 | 306 | 38,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293 594 | 11,18 | 8 065 | 9,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 121 | 333 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 448 | 12 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 778 | 0,05 | 214 | −1,39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 186 626 | 11,20 | 5 127 | 9,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 603 674 | 6,45 | 16 583 | 5,10 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 619 | 786 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 310 414 | 1,18 | 8 527 | −0,09 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 45 850 | 0,24 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 781 | 15,12 | 1 862 | −49,63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 30 020 | 8,36 | 825 | 7,01 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 85 403 | 10,90 | 2 346 | 9,52 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 308 863 | 2,31 | 8 484 | 1,02 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 467 | 8,10 | 452 | 6,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24 387 | 14,61 | 1 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 51 330 | 11,94 | 1 410 | 10,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10 336 | 284 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 074 | 112 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 10 007 | 275 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 22 652 | 22,21 | 622 | 20,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 937 697 | 22,92 | 108 169 | 21,37 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 204 530 | 48,67 | 5 618 | 51,10 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 113 | 0,89 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 402 | 11 | ||||||
| 2025-08-14 | 13F | Scientech Research LLC | 9 440 | 259 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14 376 | 737 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 56 668 | 36,46 | 1 557 | 34,72 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 724 195 | 1,01 | 20 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 22 442 | 21,14 | 616 | 23,20 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 17 211 | 5,12 | 473 | 3,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 80 561 | 134,68 | 2 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8 516 | 234 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 78 395 | 5,57 | 2 154 | 4,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 383 523 | 21,12 | 10 536 | 19,60 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 453 929 | 17,04 | 12 469 | 15,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 832 | 2,57 | 78 | 1,32 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 037 577 | 6,98 | 28 502 | 5,64 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 40 000 | 2 050 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 266 864 | 42,78 | 7 331 | 40,99 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 31 721 | 28,18 | 871 | 26,60 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 143 | 20,60 | 389 | 19,02 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 38 767 | 9,36 | 1 065 | 7,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14 033 | 89,00 | 385 | 86,89 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 428 870 | 2,57 | 11 781 | 1,28 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 284 788 | 33,86 | 7 823 | 32,19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 920 788 | 183,26 | 25 294 | 179,71 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 389 | 32,01 | 529 | 30,05 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 450 032 | 2,28 | 67 302 | 1,00 |
