Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF inkluderar Kingstone Capital Partners Texas, LLC, Gotham Asset Management, LLC, LOM Asset Management Ltd, SYM FINANCIAL Corp, Kilter Group LLC, Key FInancial Inc, och Paladin Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 904 | 0,80 | 460 | 2,23 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 235 | 0,43 | 22 | 4,76 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 263 895 | 1,76 | 24 743 | 3,31 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 5 959 | 0,05 | 559 | 1,45 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 444 | 0,49 | 135 | 2,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 83 358 | 25,13 | 7 816 | 27,05 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12 608 400 | 988 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 48 553 | 4,80 | 4 552 | 6,40 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12 572 | 6,85 | 1 179 | 8,47 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 336 | 1 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 814 | 5,17 | 76 | 7,04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 58 276 | 4,80 | 5 464 | 6,39 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 39 239 | 0,77 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 716 | 67 | ||||||
| 2025-08-01 | 13F | ACR Alpine Capital Research, LLC | 21 062 | 414,84 | 1 975 | 423,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 315 | 0,30 | 780 | 1,83 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4 113 | 0,17 | 386 | 1,58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 310 877 | 39,52 | 29 148 | 41,65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 23 891 | 0,14 | 2 240 | 14,99 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 8 789 | 0,51 | 824 | 2,11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 422 | 0,11 | 602 | 1,69 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 23 940 | 2 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 146 | 552,70 | 295 | 568,18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 592 | 6,55 | 1 071 | 9,07 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 101 | 1,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 657 | 12,89 | 62 | 17,31 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 354 834 | 4,53 | 33 269 | 6,12 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 53 740 | 5 039 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 232 | 584 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 11 | 450,00 | 1 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 743 | 0,09 | 538 | 1,70 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 5 852 | 0,34 | 549 | 1,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 519 | 0,51 | 518 | 1,97 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 7 055 | 662 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 167 293 | 226,65 | 15 685 | 231,68 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 907 | 2,72 | 1 116 | 4,30 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 151 | 0,67 | 14 | 7,69 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12 218 | 17,19 | 1 168 | 21,31 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 2 572 | 0,12 | 241 | 1,69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 817 | 0,04 | 264 | 1,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6 904 | 0,25 | 647 | 1,73 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 3 123 | 0,58 | 293 | 2,10 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 428 | 0,58 | 228 | 2,25 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 39 573 | 3 710 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 37 424 | 31,05 | 3 509 | 33,07 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 87 | 1,16 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 715 | 0,59 | 255 | 2,01 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3 582 | 0,59 | 336 | 2,13 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 304 | 0,08 | 122 | 1,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 520 | 12,61 | 421 | 15,03 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 73 345 | 1 531,34 | 6 877 | 1 556,87 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 5 004 | 102,76 | 469 | 106,61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 335 | 5,14 | 307 | 5,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 731 | 27,62 | 1 475 | 29,53 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 244 | 0,83 | 23 | 0,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 51 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 600 | 7,04 | 244 | 8,48 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 059 | 287 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 40 202 | 3 644 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 543 | 0,60 | 520 | 2,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 33 757 | 4,20 | 3 165 | 5,82 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10 543 | 2,93 | 989 | 4,55 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 2 076 | 195 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52 221 | 4 896 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 473 | 2,16 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 915 | 0,06 | 461 | 1,55 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 911 | 0,59 | 367 | 1,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9 816 | 3,77 | 920 | 5,38 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 304 | 966 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 208 | 1,53 | 7 | 16,67 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 20 072 | 5,22 | 1 882 | 6,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 860 | 12,28 | 1 487 | 13,96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 573 | 769,34 | 335 | 805,41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 61 611 | 1,97 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 213 | 20 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 47 979 | 1,44 | 4 498 | 3,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 4 539 | 5,73 | 426 | 7,32 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 853 | 15,95 | 361 | 17,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 496 | 237,24 | 1 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 532 | 11,20 | 2 019 | 14,08 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 118 | 11 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 10 841 | 5,34 | 1 016 | 9,48 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 98 | 9 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 5 467 | 0,05 | 513 | 1,59 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 80 524 | 309 607,69 | 7 550 | 377 350,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 31 466 | 63,19 | 2 950 | 65,73 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 181 | 204 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 23 125 | 6,69 | 2 168 | 8,35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 4 900 | 104,17 | 459 | 107,69 | |||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 81 618 | 15,99 | 7 653 | 17,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 433 | 2,07 | 978 | 3,71 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 440 | 40,58 | 41 | 46,43 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3 392 | 318 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 864 | 10,72 | 362 | 12,42 |
