Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF inkluderar Ballast, Inc., Kovitz Investment Group Partners, LLC, Matauro, Llc, Avion Wealth, Boreal Capital Management LLC, Motco, och Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16,44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318 111 | 5,72 | 4 489 | 4,47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1,63 | 8 | 0,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10 008 | 141 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78 246 | 56,62 | 1 104 | 54,84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43 862 | 8,07 | 619 | 6,74 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 881 | 9,92 | 41 | 8,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29 614 | 3,09 | 418 | 1,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52 779 | 10,14 | 755 | 10,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67 225 | 27,54 | 949 | 26,06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1,61 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177 919 | 73,82 | 2 510 | 71,80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20 276 | 286 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21 100 | 298 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127 078 | 1,69 | 1 793 | 0,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72 147 | 0,21 | 1 018 | −1,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 111 940 | 73,32 | 15 689 | 71,26 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1,61 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15 350 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8 506 | 9,67 | 120 | 9,09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22 860 | 0,43 | 323 | −0,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 994 | 0,08 | 423 | −0,94 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5 120 | 1,55 | 72 | 0,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20 276 | 1,08 | 286 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159 796 | 13,67 | 2 254 | 12,20 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 000 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56,86 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83 216 | 127,49 | 1 174 | 124,90 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1,53 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90,09 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21 079 | 4,66 | 297 | 3,48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12 938 | 1,55 | 183 | 0,55 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2 431 | 34 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57 850 | 13,61 | 816 | 12,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 948 | 84 | ||||||
| 2025-08-01 | 13F | Motco | 2 700 | 39 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20 000 | 100,00 | 282 | 98,59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275 264 | 11,99 | 3 884 | 10,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77 042 | 9,38 | 1 087 | 8,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 685 | 1,71 | 165 | 0,00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13 792 | 0,12 | 195 | −1,02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2 104 | 1,54 | 30 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10 356 | 146 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49 229 | 0,10 | 695 | −1,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 904 | 0,67 | 435 | −1,36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1,61 | 10 | 0,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 805 | 1,52 | 25 | 0,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9 063 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22 350 | 315 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14 638 | 4,33 | 207 | 3,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88 414 | 12,50 | 1 248 | 11,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92 725 | 1,35 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26 979 | 26,04 | 381 | 24,59 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3 619 | 147,71 | 51 | 155,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148 560 | 0,07 | 2 096 | −1,09 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5 846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676 150 | 10,69 | 9 540 | 9,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 194 | 47,53 | 116 | 45,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82 509 | 1,55 | 1 164 | 0,34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16 522 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 838 | 31,34 | 238 | 29,51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10 052 | 142 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58 141 | 50,63 | 823 | 49,18 |
