Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF inkluderar Ballast, Inc., Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12 140 | 0,41 | 924 | 5,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 250 | 4,42 | 1 541 | 9,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 200 | 91 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 22 138 | 8,87 | 1 685 | 14,25 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5 873 | 0,07 | 447 | 4,94 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 654 | 0,46 | 50 | 6,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93 885 | 3,95 | 7 287 | 11,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 658 | 2,94 | 507 | 7,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 657 | 1 344 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 92 116 | 1,58 | 7 011 | 6,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 184 | 13,41 | 471 | 18,99 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 10 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24 822 | 2,46 | 1 892 | 7,57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 807 | 0,34 | 1 660 | 5,27 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 5 176 | 394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24 340 | 9,14 | 1 853 | 14,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 757 | 10,85 | 134 | 16,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 2 718 | 207 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 103 052 | 0,41 | 7 844 | 5,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11 340 | 11,58 | 863 | 17,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 105 298 | 74,61 | 8 015 | 83,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 645 | 0,31 | 49 | 6,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 324 | 0,75 | 1 254 | 0,48 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 746 | 5,17 | 590 | 11,76 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 395 | 11,66 | 182 | 17,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 871 | 66 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 599 | 23,30 | 800 | 29,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 207 | 0,38 | 244 | 5,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 206 | 7,91 | 701 | 13,27 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 18 638 | 0,94 | 1 419 | 5,90 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 366 | 0,55 | 28 | 3,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 41 204 | 0,95 | 3 136 | 5,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 148 | 35,38 | 87 | 42,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 132 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 617 | 8,08 | 656 | 13,32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 444 | 42,33 | 1 477 | 48,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 912 | 450 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 142 532 | 5,00 | 10 849 | 10,19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 650 | 1,36 | 278 | 6,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 458 | 4,45 | 1 329 | 9,56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 42 176 | 6,36 | 3 210 | 11,61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7 900 | 601 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 80 446 | 6 123 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 965 | 1,51 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 368 | 28 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9 632 | 11,92 | 733 | 17,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 297 | 23 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53 623 | 4,05 | 4 081 | 9,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 545 | 42,34 | 346 | 49,35 |
