Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF inkluderar Win Advisors, Inc, Ballast, Inc., Financial Guidance Group, Inc., Hrt Financial Lp, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Claris Financial LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, McKinley Carter Wealth Services, Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, LM Advisors LLC, Salomon & Ludwin, LLC, och Vermillion Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 307 | 544 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 662 | 0,61 | 49 | −7,55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 423 | 2,82 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 372 | 0,27 | 28 | −10,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7 814 | 582 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23 169 | 1 726 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 19 258 | 1 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 911 | 0,38 | 1 483 | −8,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4 035 | 36,64 | 308 | 27,39 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 103 | 19,77 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 3 066 | 0 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 27 645 | 2 059 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 18 200 | 1 490 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 508 | 0,59 | 38 | −9,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 256 | 402,56 | 3 743 | 357,58 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 605 | 0,43 | 492 | −8,74 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 36 405 | 2 711 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15 475 | 19,00 | 1 153 | 8,27 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 797 | 8,75 | 506 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2 499 | 0 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 7 144 | 2,31 | 532 | −6,83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16 575 | 79,17 | 1 235 | 63,01 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 142 | 0,03 | 234 | −8,95 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 30 | 2 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 58 112 | 2,83 | 4 328 | −6,44 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 5 400 | 442 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 277 526 | 47,85 | 20 670 | 34,51 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 75 | 6 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 2 991 | 0,23 | 223 | −9,02 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 016 | 8,90 | 374 | −1,06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 242 | 10,33 | 392 | 2,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 936 | 23,06 | 815 | 11,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 353 | 26 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 114 096 | 736,05 | 8 610 | 781,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 450 | 188,24 | 182 | 163,77 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7 898 | 4,00 | 588 | −5,31 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 750 | 57 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 300 | 100,49 | 246 | 82,84 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 259 | 149,04 | 19 | 171,43 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 5 786 | 23,34 | 431 | 11,98 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 40 406 | 2,48 | 3 009 | −6,78 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 9 250 | 757 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 31 446 | 0,27 | 2 342 | −8,77 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 414 | 0,71 | 105 | −7,89 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 724 | 0,58 | 128 | −8,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 368 | 4,82 | 1 517 | −5,36 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 5 656 | 9,32 | 421 | −0,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19 451 | 18,00 | 1 | 0,00 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 10 915 | 813 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 53 706 | 4,80 | 4 000 | −4,67 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 23 119 | 1 722 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 805 | 0,39 | 134 | −8,84 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 28 695 | 83,60 | 2 137 | 67,08 |
