Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF inkluderar Wealth Enhancement Advisory Services, Llc, SMIFX - Sound Mind Investing Fund, Atria Investments Llc, Gateway Wealth Partners, LLC, Atria Wealth Solutions, Inc., SMILX - SMI 50/40/10 Fund, Fortis Group Advisors, LLC, Atlas Financial Advisors, Inc., Daner Wealth Management, LLC, Brookwood Investment Group LLC, Money Concepts Capital Corp, Farther Finance Advisors, LLC, Insight Wealth Strategies, LLC, och Ameritas Advisory Services, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 928 | 1 764,97 | 142 | 2 266,67 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 73 344 | 270,93 | 4 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 148 | 20,21 | 56 | 27,91 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 26 012 | 103,55 | 1 265 | 116,98 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 350 | 260 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 418 548 | 93,36 | 20 362 | 106,03 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 152 023 | 7 396 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 494 | 73 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 11 106 | 124,18 | 540 | 138,94 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 52 155 | 12,32 | 2 537 | 19,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35 259 | 269,05 | 1 709 | 290,85 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 49 794 | 2 422 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7 462 | 83,84 | 363 | 96,22 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 134 810 | 6 559 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 139 145 | 6,52 | 6 769 | 13,50 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 028 | 4,21 | 391 | 11,11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 149 493 | 7 301 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 41 637 | 2 026 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 039 | 0,92 | 440 | 7,60 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 17 688 | 67,80 | 861 | 78,79 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 42 577 | 50,42 | 2 071 | 60,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 75 011 | 80,85 | 3 649 | 92,76 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 233 060 | 202,35 | 11 338 | 222,19 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 15 620 | 702 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 32 411 | 492,09 | 1 577 | 532,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 73 579 | 3 580 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 542 | 0,75 | 756 | 7,39 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 762 | 10,40 | 2 810 | 17,62 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 5 611 | 0,02 | 273 | 6,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 962 | 2,27 | 1 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 27 531 | 1,31 | 1 339 | 7,98 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 7 030 | 57,59 | 342 | 68,47 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15 304 | 757 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 8 410 | 409 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 43 309 | 93,44 | 2 107 | 106,07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 238 904 | 25,95 | 11 623 | 34,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 165 | 1,23 | 0 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 5 166 | 251 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 19 448 | 946 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 778 | 783,57 | 1 336 | 802,70 | ||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 68 360 | 3 073 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 61 936 | 3 013 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 454 | 363 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 933 | 6,08 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 406 | 40 500,00 | 20 | |||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2 366 | 373,20 | 115 | 422,73 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 278 | 841 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 36 | 5,88 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 582 | 795,38 | 28 | 1 300,00 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 12 991 | 516 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 54 997 | 56,28 | 2 676 | 66,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 366 366 | 113,02 | 17 824 | 126,99 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 9 523 | 463 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 84 346 | 85,47 | 4 103 | 97,64 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 12 249 | 632 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 126 168 | 10,76 | 6 138 | 18,02 |
