Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 Pure Value ETF inkluderar Concurrent Investment Advisors, LLC, Signature Estate & Investment Advisors Llc, och Thurston, Springer, Miller, Herd & Titak, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 666 | 36,54 | 443 | 45,25 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 2 567 | 0,20 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 247 | 17,31 | 151 | 23,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3 884 | 1,73 | 470 | 7,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 170 455 | 10,22 | 20 605 | 16,76 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 683 | 35,31 | 821 | 45,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 74 346 | 0,42 | 9 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 68 241 | 3,63 | 8 249 | 9,78 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 1 809 | 0,06 | 219 | 5,83 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | 350,00 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 089 | 1,87 | 494 | 7,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 774 | 1 014,06 | 335 | 1 096,43 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 2 208 | 1,10 | 267 | 6,83 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 44 | 62,96 | 5 | 66,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 100,00 | 24 | 118,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 714 | 207 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 716 | 1,25 | 449 | 7,42 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 764 | 4,67 | 455 | 10,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4 911 | 7 695,24 | 594 | 8 371,43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | 3 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 51 629 | 4,99 | 6 241 | 11,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 330 | 1,15 | 403 | 7,20 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 258 | 46,59 | 31 | 55,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 606 | 88,29 | 315 | 88,62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 173 | 0,58 | 21 | 5,26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 720 | 408,03 | 2 142 | 437,94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1 813 | 219 |
