Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF inkluderar Maltin Wealth Management, Inc., Redhawk Wealth Advisors, Inc., Glenmede Investment Management, LP, Colony Group, LLC, Maridea Wealth Management LLC, RiverFront Investment Group, LLC, McKinley Carter Wealth Services, Inc., Capital Investment Advisors, LLC, Northern Trust Corp, Rollins Financial Advisors, LLC, Sentinel Pension Advisors Inc, Cutler Investment Counsel Llc, Crossmark Global Holdings, Inc., Assetmark, Inc, Harbor Asset Planning, Inc., Abound Wealth Management, Newbridge Financial Services Group, Inc., Pin Oak Investment Advisors Inc, Cullen/frost Bankers, Inc., och Binnacle Investments 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 19 174 | 8,43 | 1 101 | 19,70 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 721 | 0,84 | 41 | 10,81 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 154 | 9 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 030 | 0,39 | 59 | 11,32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 3 502 | 201 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 322 481 | 23,87 | 75 937 | 36,81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 015 | 728,30 | 173 | 861,11 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 56 530 | 55,61 | 3 246 | 86,60 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 498 | 258 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 229 | 71 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 311 | 18 | ||||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3 570 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 21 455 | 7,84 | 1 232 | 19,05 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 4 583 | 263 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74 861 | 0,16 | 4 331 | 11,48 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 205 | 1,49 | 12 | 10,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2 794 | 1,79 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 3 695 | 212 | ||||||
| 2025-08-08 | 13F | Creative Planning | 70 917 | 3,78 | 4 072 | 14,64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 770 | 44 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 883 | 103,93 | 51 | 127,27 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 768 322 | 1 858 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 66 099 | 1,65 | 3 795 | 12,28 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 322 | 3,45 | 1 684 | 14,26 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 1 215 737 | 8,54 | 69 808 | 19,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21 117 | 2,90 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 073 | 62 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 51 885 | 9,06 | 2 979 | 20,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 96 009 | 9 932,29 | 5 513 | 11 148,98 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 366 105 | 0,86 | 21 | 16,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 238 | 1,28 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4 161 | 239 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 310 | 2,65 | 18 | 13,33 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 182 | 240 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 138 | 65 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 378 017 | 10,81 | 21 706 | 22,38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7 764 | 57,26 | 446 | 73,83 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4 712 | 271 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 099 | 0,64 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 492 | 113,91 | 28 | 154,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 57 531 | 60,77 | 3 304 | 77,58 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8 573 | 7,78 | 492 | 19,13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 456 | 6,18 | 198 | 17,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116 602 | 64,29 | 6 695 | 81,44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 680 | 3,88 | 154 | 14,18 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 83 720 | 4 807 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11 184 | 93,63 | 642 | 111,88 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10 555 | 5,70 | 606 | 16,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125 291 | 7 194 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 114 | 7 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 624 071 | 5,04 | 35 834 | 16,02 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 884 052 | 1,55 | 50 762 | 12,15 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 396 | 1,00 | 1 286 | 11,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 633 | 553 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11 711 | 381,74 | 245 | 94,44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 057 | 134,09 | 807 | 158,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27 953 | 4,41 | 1 605 | 15,38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 314 | 0,22 | 420 | 10,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30 707 | 126,32 | 1 760 | 147,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 365 | 0,02 | 365 | 10,61 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36 006 | 4,71 | 2 067 | 15,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36 749 | 8,75 | 2 110 | 20,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 648 408 | 26,78 | 37 232 | 40,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 804 | 447 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91 099 | 17,27 | 5 231 | 29,54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5 694 | 327 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 130 257 | 1,34 | 7 479 | 11,93 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 88 866 | 12,99 | 5 103 | 24,80 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 204 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 368 | 39,73 | 423 | 54,38 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 15 022 | 0,54 | 863 | 11,08 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 607 809 | 4,39 | 34 900 | 15,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 549 | 13,21 | 204 | 25,31 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 62 360 | 158,32 | 3 581 | 185,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 070 | 8,70 | 1 152 | 20,13 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9 485 | 46,10 | 545 | 61,42 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4 588 907 | 2,93 | 263 495 | 13,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 147 075 | 17,72 | 8 445 | 30,02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 291 794 | 61,17 | 16 755 | 78,01 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6 280 | 6,51 | 361 | 17,65 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85 820 | 4 928 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 805 | 218 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 9 976 | 51,40 | 579 | 69,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 171 590 | 2,65 | 9 853 | 13,37 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 66 905 | 1,29 | 3 842 | 11,85 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 28 278 | 2,94 | 1 624 | 13,66 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 21 291 | 1,84 | 1 223 | 12,52 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 68 216 | 33,10 | 3 917 | 47,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 861 260 | 1,38 | 681 074 | 11,97 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 232 516 | 6,97 | 13 351 | 18,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 400 | 5,01 | 942 | 16,03 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 3 837 | 220 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 113 | 6 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 062 | 1,81 | 922 | 12,44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 65 345 | 3 752 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 294 | 161,94 | 74 | 196,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 88 | 11,39 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 841 | 10,31 | 106 | 22,09 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 39 595 | 0,80 | 2 274 | 11,31 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 76 931 | 0,87 | 4 417 | 11,40 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10 496 | 63,34 | 603 | 80,24 |
