Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF inkluderar Berkeley, Inc, Tandem Financial, LLC, Orion Portfolio Solutions, LLC, Atomi Financial Group, Inc., HighTower Advisors, LLC, StoneX Group Inc., Richmond Investment Services, LLC, Betterment LLC, CI Private Wealth, LLC, SRS Capital Advisors, Inc., Highline Wealth Partners Llc, Atlantic Union Bankshares Corp, och Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23 536 | 226,89 | 1 231 | 246,48 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 66 181 | 3 408 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 131 010 | 22,47 | 6 747 | 27,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 340 | 214,94 | 121 | 233,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 684 623 | 81,19 | 35 258 | 89,05 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 995 | 154 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 120 660 | 0,48 | 6 214 | 4,84 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10 689 | 39,89 | 550 | 45,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 164 | 0,43 | 60 | 3,51 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 494 | 231 | ||||||
| 2025-08-11 | 13F | Berkeley, Inc | 107 390 | 5 531 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 428 | 5,78 | 383 | 10,40 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 43 665 | 32,07 | 2 249 | 37,83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 193 | 16,21 | 216 | 20,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58 901 | 85,30 | 3 033 | 93,43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 011 | 938 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 445 230 | 11,51 | 74 429 | 16,34 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 104 932 | 12,48 | 5 404 | 17,38 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 553 625 | 42,59 | 28 512 | 48,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122 507 | 29,17 | 6 | 50,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 043 | 208 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 115 203 | 0,20 | 5 933 | 4,53 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 129 200 | 6,53 | 6 654 | 11,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69 757 | 11,89 | 3 593 | 16,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 157 | 0,15 | 575 | 4,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 695 | 293 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5 536 | 220 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 47 630 | 22,93 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 828 | 712 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 775 | 1,50 | 400 | 5,82 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5 559 | 0,31 | 290 | 6,23 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 92 682 | 15,76 | 4 773 | 20,80 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 8 428 | 22,41 | 434 | 28,02 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92 919 | 8,26 | 4 785 | 12,96 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 159 | 0 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 25 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26 395 | 71,85 | 1 359 | 79,29 |
