Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF inkluderar Sovran Advisors, LLC, Haverford Trust Co, Briaud Financial Planning, Inc, och Bfsg, 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 | 10 147 | 17,36 | 496 | 25,57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 721 560 | 7,71 | 34 758 | 13,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 404 | 1,72 | 453 | 6,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21 300 | 1,65 | 1 026 | 6,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 111 | 5 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 69 363 | 9,29 | 3 341 | 15,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 754 | 13,66 | 422 | 19,60 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 293 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 454 | 263 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 66 062 | 3,03 | 3 | 50,00 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 4 658 | 9,09 | 210 | 3,47 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 516 | 8 500,00 | 25 | |||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 52 969 | 3,63 | 2 552 | 9,06 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 679 | 0,44 | 33 | 6,67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 95 087 | 36,68 | 4 611 | 44,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 110 | 2,97 | 2 558 | 8,34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 17 755 | 3,12 | 855 | 8,50 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 890 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 402 | 3,63 | 2 187 | 9,03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 327 | 0,25 | 353 | 5,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47 373 | 55,85 | 2 282 | 63,98 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 373 | 5,07 | 599 | 11,13 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 8 461 | 408 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 605 | 0,08 | 125 | 8,70 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 20 403 | 10,38 | 1 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 213 | 0,41 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 234 | 14,30 | 348 | 20,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 689 | 58,03 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 041 | 0,39 | 50 | 6,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 67 889 | 1,21 | 3 270 | 6,51 | ||||
| 2025-08-14 | 13F | Fmr Llc | 16 106 | 3,14 | 776 | 8,54 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 16 765 | 0,17 | 808 | 5,35 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 26 580 | 1 280 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22 946 | 0,25 | 1 105 | 5,54 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 4 170 | 201 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 967 217 | 18,19 | 94 761 | 24,36 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34 346 | 0,59 | 1 654 | 5,82 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 601 | 0,15 | 414 | 5,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139 855 | 27,00 | 6 678 | 33,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 778 | 139,49 | 1 723 | 152,27 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 373 | 0,54 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 846 279 | 0,43 | 40 765 | 5,67 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 23 454 | 0,06 | 1 130 | 5,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 148 | 0,23 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 749 | 231 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 113 378 | 0,41 | 5 461 | 5,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 541 | 4,69 | 2 628 | 10,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 54 635 | 5,29 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 179 | 952,94 | 9 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 30 306 | 29,45 | 1 460 | 36,23 |
