Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF inkluderar Two Sigma Investments, Lp, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Integrity Alliance, Llc., Catalyst Financial Partners Llc, SFI Advisors, LLC, Sovran Advisors, LLC, Concord Asset Management, LLC/VA, GW&K Investment Management, LLC, O'shaughnessy Asset Management, Llc, MTM Investment Management, LLC, Briaud Financial Planning, Inc, och Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 10 839 | 19,60 | 626 | 29,61 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 449 830 | 1,33 | 25 991 | 9,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 792 | 58,08 | 46 | 73,08 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18 003 | 2,09 | 1 040 | 10,64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 755 | 84,16 | 621 | 99,68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 255 347 | 66,23 | 14 754 | 80,16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 075 | 484 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54 856 | 125,49 | 3 170 | 144,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 052 | 0,01 | 465 | 8,39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 915 | 1,08 | 226 | 9,71 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 231 184 | 43,81 | 13 358 | 55,88 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 17 048 | 0,02 | 985 | 8,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 941 | 8,86 | 517 | 15,96 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 25 756 | 20,12 | 1 488 | 30,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 366 161 | 21 157 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 46 093 | 15,01 | 2 663 | 24,67 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 360 719 | 3,03 | 20 842 | 11,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100 781 | 4,28 | 5 823 | 13,05 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 219 600 | 1,71 | 11 764 | −3,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216 793 | 2,71 | 12 526 | 11,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 920 | 0,11 | 53 | 8,16 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24 263 | 0,83 | 1 402 | 9,28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 559 | 0,18 | 32 | 10,34 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3 915 | 226 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 114 | 7 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 26 584 | 4,07 | 1 536 | 12,86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69 016 | 3 988 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 44 151 | 6,34 | 2 551 | 15,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24 172 | 22,38 | 1 397 | 32,70 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 183 | 11 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 66 052 | 3 718 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 5 980 | 346 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 350 | 20 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 970 | 232,35 | 981 | 260,29 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 4 646 943 | 15,97 | 268 500 | 25,69 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18 712 | 1,48 | 1 081 | 9,97 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 122 806 | 0,02 | 7 096 | 8,40 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 592 265 | 19,22 | 34 221 | 29,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 857 | 29,65 | 50 | 40,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 261 811 | 1,28 | 15 127 | 9,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 139 399 | 0,57 | 8 054 | 10,10 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 444 | 0,67 | 199 | 8,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38 988 | 63,77 | 2 253 | 77,46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 334 900 | 1,62 | 19 253 | 13,91 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7 345 | 15,45 | 424 | 25,07 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 26 764 | 12,33 | 1 546 | 21,73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 36 165 | 2 090 | ||||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 4 955 | 0,08 | 286 | 8,75 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 279 548 | 1,55 | 16 152 | 10,06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 680 538 | 1,82 | 154 882 | 10,36 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14 823 | 4,08 | 862 | 13,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 646 | 124,60 | 384 | 143,04 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 90 401 | 28,57 | 5 223 | 39,35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 449 356 | 8,86 | 25 964 | 17,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 493 | 259 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 2 405 926 | 16,21 | 139 014 | 25,96 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 067 | 68,83 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 757 | 217 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 26 391 | 30,00 | 1 525 | 38,55 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 53 284 | 87,07 | 3 079 | 102,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 506 359 | 5,08 | 29 | 16,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 969 | 0,04 | 460 | 8,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71 733 | 154,46 | 4 145 | 175,90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 232 585 | 2,16 | 71 219 | 10,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 671 995 | 0,86 | 38 828 | 9,32 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 5 402 688 | 0,19 | 312 167 | 8,59 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 5 494 | 317 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 348 | 21,47 | 540 | 31,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 300 | 17 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 28 571 | 11,25 | 1 651 | 18,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25 393 | 2,64 | 1 467 | 11,31 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2 875 | 9,03 | 166 | 18,57 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13 486 | 3,48 | 779 | 12,25 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 999 063 | 1,23 | 57 726 | 9,72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 639 | 210 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 89 724 | 8,11 | 5 158 | 26,61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 021 | 55,99 | 406 | 69,46 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 3 479 632 | 16,42 | 201 053 | 26,18 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9 338 | 0,59 | 540 | 9,11 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 59 540 | 4,62 | 3 440 | 13,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 143 686 | 36,51 | 123 862 | 47,96 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 54 982 | 78,35 | 3 177 | 93,30 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13 082 | 756 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 289 214 | 5,25 | 16 604 | 14,48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 55 075 | 7,10 | 3 182 | 16,09 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 318 428 | 10,83 | 18 399 | 20,11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 98 351 | 1,01 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 36 396 | 42,88 | 2 100 | 55,02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 7,69 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 221 | 244 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 14 512 | 0,84 | 838 | 9,26 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 2 384 561 | 17,76 | 137 780 | 27,63 | ||||
| 2025-08-04 | 13F | Balentine LLC | 5 619 451 | 0,18 | 324 692 | 8,58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 027 | 348 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 287 | 0,19 | 248 | 8,33 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 41 995 | 2,21 | 2 426 | 10,78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3 775 | 218 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 52 215 | 11,47 | 3 017 | 20,78 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 13 559 | 19,15 | 783 | 29,21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 540 620 | 4,19 | 31 237 | 12,93 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 364 | 0 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 13 855 | 801 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 26 653 | 27,95 | 1 542 | 38,83 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 232 200 | 13 417 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 736 | 447 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 182 632 | 207,50 | 10 552 | 233,29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20 645 448 | 8,81 | 1 192 894 | 17,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41 385 | 3,59 | 2 391 | 12,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 575 217 | 19,01 | 33 236 | 28,99 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 195 355 | 18,87 | 11 288 | 28,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69 803 | 2,22 | 4 033 | 10,80 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 17 | 0 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 487 | 317 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 134 | 4,13 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 252 580 | 12,45 | 14 594 | 21,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 204 | 61,24 | 416 | 74,79 |
