Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF inkluderar Fundamentun, Llc, Summit Financial, LLC, Alpha Financial Advisors, LLC, Florida Financial Advisors, Llc, Wealth Group Ltd, Howe & Rusling Inc, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, och SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 75 311 | 103,85 | 4 680 | 112,88 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3 630 | 0,72 | 226 | 5,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 263 | 262,15 | 203 | 281,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2 694 | 167 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 258 | 241,18 | 1 526 | 260,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774 088 | 20,94 | 48 102 | 26,29 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 46 317 | 0,83 | 2 879 | 5,27 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9 003 | 0,72 | 559 | 5,27 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 51 664 | 0,71 | 3 210 | 5,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 544 | 49,75 | 2 768 | 56,33 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 3 675 | 0,55 | 228 | 5,07 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 329 | 0,23 | 518 | 4,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 765 | 0,05 | 607 | 4,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 932 | 0,06 | 431 | 4,37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 430 | 0,70 | 27 | 4,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85 573 | 10,50 | 5 317 | 15,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194 151 | 4,24 | 12 065 | 8,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 662 | 2,44 | 1 160 | 6,92 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 110 267 | 0,02 | 6 852 | 4,45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 192 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153 455 | 9,09 | 9 536 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19 024 | 2,70 | 1 182 | 7,26 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 023 | 64 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122 026 | 7 583 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 15 273 | 29,70 | 949 | 35,57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 808 | 0,49 | 672 | 4,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 371 551 | 12,39 | 85 228 | 17,36 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 908 | 3,25 | 114 | 7,62 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 371 | 18,49 | 334 | 23,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 601 | 33,39 | 5 | 33,33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 406 | 0,37 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 684 | 0,59 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 576 | 0,15 | 1 154 | 4,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 133 | 0,17 | 505 | 4,55 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 310 057 | 6,90 | 19 267 | 11,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 407 | 0,23 | 274 | 4,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 396 | 0,67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479 940 | 6,93 | 30 | 11,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 735 207 | 0,05 | 232 106 | 4,47 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 192 | 260 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 450 | 28 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3 405 | 212 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23 909 | 6,09 | 1 486 | 10,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 840 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 787 | 235 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26 034 | 24,11 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 129 | 8,49 | 257 | 13,78 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 859 | 57,61 | 178 | 65,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 848 | 115 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 151 182 | 1,10 | 9 394 | 5,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 577 | 160 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 131 708 | 1,98 | 8 184 | 6,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 676 | 82,61 | 227 | 91,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 878 | 8,11 | 7 886 | 12,88 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 37 513 | 2 331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 291 | 8,57 | 1 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 3 300 | 205 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174 323 | 11,81 | 10 832 | 16,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263 460 | 0,45 | 16 371 | 4,90 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 3 630 | 0,39 | 226 | 4,65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 377 | 0,38 | 2 074 | 4,85 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4 756 | 2,74 | 296 | 7,27 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 23 827 | 0,70 | 1 481 | 5,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 619 | 287 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 318 | 206 |
