Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF inkluderar Stenger Family Office, LLC, Integrated Wealth Concepts LLC, Asset Allocation Strategies LLC, EP Wealth Advisors, Inc., Larson Financial Group LLC, Private Trust Co Na, Quaker Wealth Management, LLC, och Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15 365 | 139,52 | 1 679 | 150,22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 66 | 7 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65 982 | 3,40 | 7 200 | 7,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20 320 | 3,92 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 860 | 70,02 | 203 | 78,07 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 8 336 | 2,36 | 911 | 6,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 112 369 | 76,79 | 12 294 | 84,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 473 | 161 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 792 | 87 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 758 | 925,28 | 301 | 975,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46 861 | 11,00 | 5 121 | 15,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27 099 | 55,74 | 2 962 | 62,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 729 | 0,49 | 408 | 4,90 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 38 498 | 5 348 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 081 | 0,28 | 3 397 | 4,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 254 | 23,35 | 356 | 28,62 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 26 272 | 5,48 | 2 634 | −7,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 436 | 47,42 | 1 468 | 53,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 344 | 38 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 12 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70 828 | 99,99 | 7 741 | 108,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 405 | 13,64 | 919 | 18,60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 150 | 16 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 363 | 5,26 | 586 | 9,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47 392 | 5,24 | 5 179 | 9,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 225 | 91,79 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5 832 | 155,68 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 656 | 2 039 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 643 | 80,11 | 3 130 | 87,99 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 186 | 0,23 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 835 | 201 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 4 686 | 3,38 | 512 | 8,02 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11 783 | 1 288 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 900 | 51,01 | 98 | 46,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 789 | 995,83 | 86 | 975,00 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 143 018 | 825,14 | 14 974 | 759,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 367 | 21,48 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 255 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31 864 | 18,88 | 3 482 | 24,09 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 140 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 37 040 | 8,99 | 4 048 | 13,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 622 | 1,32 | 1 817 | 5,77 |
