Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF inkluderar Gimbal Financial, Hsbc Holdings Plc, Global View Capital Management LLC, Summit Wealth Group Llc / Co, Tableaux Llc, Advyzon Investment Management, LLC, Quantinno Capital Management LP, Diversify Advisory Services, LLC, Robertson Stephens Wealth Management, LLC, Wiley Bros.-aintree Capital, Llc, Truefg, Llc, Brinker Capital Investments, LLC, Capital Investment Counsel, LLC, Signal Tree Financial Partners Llc, WealthPlan Investment Management, LLC, Concurrent Investment Advisors, LLC, Duncan Williams Asset Management, LLC, Ritter Daniher Financial Advisory LLC / DE, Hantz Financial Services, Inc., och Twin Peaks Wealth Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 113 | 15,31 | 5 | 66,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 222 003 | 0,01 | 10 161 | 19,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134 641 | 0,66 | 6 237 | 21,89 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 395 | 0,07 | 64 | 18,87 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 5 964 | 273 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 495 | 23 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 62 486 | 0,04 | 2 860 | 19,67 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 12 188 | 0,07 | 558 | 19,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20 590 | 0,24 | 942 | 20,00 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 4 805 | 220 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 202 995 | 9 291 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 | 41,67 | 5 | 66,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66 359 | 2,82 | 3 037 | 23,06 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26 346 | 0,01 | 1 213 | 20,36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 561 | 346 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42 658 | 318,26 | 1 952 | 400,51 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 51 597 | 3,43 | 2 362 | 23,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19 705 | 0,06 | 902 | 19,65 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 095 | 233 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 042 | 1,13 | 780 | 21,12 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 5 000 | 229 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 5 165 | 236 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 905 | 224 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 743 | 0,00 | 1 087 | 19,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 632 | 143,67 | 1 265 | 191,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 347 785 | 64,04 | 15 918 | 96,30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 723 | 13,55 | 308 | 35,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 739 | 0,57 | 308 | 20,31 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 12 188 | 0,07 | 558 | 19,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 080 | 471 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 316 | 34,04 | 243 | 60,93 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 31 521 | 79,37 | 1 443 | 123,91 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 796 | 0,07 | 906 | 19,84 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 17 768 | 7,61 | 813 | 28,84 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 7 268 | 11,47 | 333 | 33,33 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 116 787 | 5 345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8 425 | 386 | ||||||
| 2025-05-23 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 975 728 | 172,15 | 37 322 | −50,62 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 4 955 | 227 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 996 | 0,21 | 458 | 19,95 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31 778 | 25,00 | 1 454 | 49,79 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 6 406 | 0,06 | 293 | 20,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 359 | 23,75 | 383 | 48,06 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 7 777 | 0,39 | 356 | 11,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12 371 | 9,10 | 566 | 21,20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 999 | 687 | ||||||
| 2025-09-03 | 13F | American Trust | 23 559 | 1 078 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 115 | 5 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 142 004 | 333,59 | 6 500 | 419,09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 611 | 211 | ||||||
| 2025-08-08 | 13F | Creative Planning | 350 189 | 2,83 | 16 028 | 23,06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13 304 | 35,13 | 609 | 61,70 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 29 050 | 0,00 | 1 330 | 19,62 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67 922 | 0,04 | 3 201 | 16,44 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 649 | 213 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | 0,17 | 27 | 18,18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 585 | 0,06 | 73 | 20,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 102 686 | 0,75 | 4 700 | 36,16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20 817 | 0,05 | 953 | 19,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 367 | 40,94 | 154 | 69,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32 816 | 6,80 | 2 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 804 | 266 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 13 185 | 0,07 | 603 | 19,88 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9 119 | 417 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 345 | 145,09 | 611 | 193,27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 61 889 | 29,27 | 2 833 | 54,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18 417 | 32,18 | 843 | 58,27 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 672 | 0,07 | 305 | 19,61 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 231 290 | 10 586 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 232 882 | 3,97 | 10 659 | 24,41 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 56 471 | 3 391 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 100 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 020 | 1,75 | 1 145 | 21,81 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 349 765 | 16 009 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 600 | 119 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 29 540 | 2,22 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 229 | 0,44 | 10 | 25,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 511 | 23 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 490 | 55,43 | 613 | 85,45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 200 | 55 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50 115 | 2 294 | ||||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 31 774 | 0,06 | 1 454 | 19,77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 104 | 5 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 190 | 0,05 | 375 | 19,49 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 27 657 | 7,38 | 1 266 | 28,43 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 586 | 19,84 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 436 | 0,04 | 249 | 19,81 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 4 410 | 202 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 15 303 | 700 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33 399 | 0,02 | 1 529 | 19,66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 19 881 | 0,02 | 910 | 19,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 33 663 | 9,92 | 1 541 | 31,51 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13 040 | 0,01 | 597 | 19,68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 086 | 1,05 | 1 377 | 21,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 365 | 0,08 | 108 | 20,00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 5 693 | 261 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 440 | 21 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54 647 | 88,30 | 2 501 | 125,32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 264 503 | 0,25 | 12 | 20,00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 090 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | 27,27 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78 929 | 1,41 | 3 662 | 22,98 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 484 | 205 |
