Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF inkluderar Creative Financial Designs Inc /adv, NWF Advisory Services Inc., Consolidated Planning Corp, Financial Management Professionals, Inc., Mml Investors Services, Llc, Equitable Holdings, Inc., Cetera Investment Advisers, Private Advisory Group LLC, Mainstay Capital Management Llc /adv, Benjamin Edwards Inc, Bnp Paribas Arbitrage, Sa, Spire Wealth Management, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, och Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9 110 | 419 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 25 182 | 0,96 | 1 157 | 21,92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 470 | 64,91 | 22 | 110,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48 836 | 269,47 | 2 244 | 346,12 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 45 370 | 2 085 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19 014 | 28,79 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57 758 | 0,20 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 138 | 236 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | 9,09 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 946 | 1 560 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 8 473 | 17,31 | 389 | 41,45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 729 | 79 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46 049 | 3,22 | 2 116 | 24,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 294 152 | 13 516 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 476 | 22 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 60 549 | 2 782 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 375 | 21,25 | 63 | 46,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 289 | 1,47 | 381 | 28,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 814 | 129 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 751 | 241,51 | 263 | 309,38 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21 098 | 969 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 651 | 208,53 | 30 | 262,50 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 332 | 15 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27 972 | 105,90 | 1 285 | 148,55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 35 172 | 23 826,53 | 1 616 | 32 220,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 6 590 | 15,65 | 303 | 39,81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190 | 9 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 81,82 | 5 | 100,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 20 180 | 2,74 | 927 | 24,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 353 | 1 349 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 589 097 | 91,88 | 27 069 | 131,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 823 637 | 68,65 | 83 796 | 103,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 79 134 | 647,82 | 3 636 | 804,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 043 | 4 210,30 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 372 192 | 71,41 | 17 102 | 106,85 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 36 862 | 1 694 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 337 | 153 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59 956 | 250,17 | 2 755 | 322,39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 300 914 | 143,49 | 13 827 | 193,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 772 | 5,70 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 862 | 403 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 146 147 | 75,52 | 6 715 | 111,83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 184 | 2 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6 984 | 5,50 | 321 | 26,98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 740 | 0,07 | 126 | 20,19 |
