Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF inkluderar Journey Strategic Wealth Llc, Orser Capital Management, Llc, Hsbc Holdings Plc, Bay Capital Advisors, LLC, Wiley Bros.-aintree Capital, Llc, M Holdings Securities, Inc., Park Avenue Securities Llc, Putnam Fl Investment Management Co, Glenmede Investment Management, LP, Chung Wu Investment Group, LLC, Westside Investment Management, Inc., Strategic Wealth Partners, Ltd., Harbor Asset Planning, Inc., Ameriflex Group, Inc., och Armstrong Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 60 | 3 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 18 086 | 9,69 | 889 | 33,13 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 29 820 | 1 466 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 155 | 8,07 | 401 | 31,15 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 907 257 | 27,48 | 44 587 | 54,73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 863 | 288 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 680 | 33 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 399 | 216 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28 414 | 6,27 | 1 396 | 29,02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 224 | 833,33 | 11 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 719 | 313 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 133 | 0,03 | 498 | 21,46 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 053 | 20,53 | 445 | 46,05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 035 | 5,60 | 100 | 28,21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14 900 | 752 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 19 400 | 953 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15 921 | 3,41 | 782 | 25,52 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19 082 | 97,09 | 938 | 139,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 942 | 243 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 551 | 224 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 1 240 | 61 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 169 | 0,01 | 893 | 21,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 322 | 206,67 | 16 | 275,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 17 819 | 876 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 586 | 29 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 34 831 | 3,48 | 1 712 | 25,62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 164 343 | 4,02 | 8 077 | 26,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40 931 | 1,52 | 2 | 100,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 484 | 19,10 | 73 | 44,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26 638 | 143,78 | 1 309 | 196,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 82 | 4 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 324 030 | 1,22 | 15 924 | 22,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 625 | 1 259 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 587 | 16,50 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10 043 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 000 | 147 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58 001 | 21,04 | 2 833 | 45,13 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 281 158 | 13 818 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 255 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119 935 | 21,67 | 5 894 | 47,69 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 3 160 | 86,98 | 160 | 135,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 989 | 10,57 | 1 769 | 34,24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 310 | 261 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 35 | 2 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 214 | 207 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 350 | 214 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6 850 | 2 684,55 | 337 | 3 633,33 |
