Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF inkluderar First International Bank of Israel Ltd., Grimes & Company, Inc., Ballast, Inc., Cary Street Partners Financial Llc, Glenmede Investment Management, LP, Dunhill Financial, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16 115 | 254,18 | 483 | 249,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 231 082 | 1,01 | 6 926 | −1,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 786 | 22,52 | 353 | 19,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316 681 | 162,31 | 9 491 | 155,11 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 161 | 0,61 | 35 | −2,86 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 18 852 | 6,56 | 565 | 3,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 458 | 39,48 | 192 | 37,14 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 55 803 | 1 672 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1 088 | 33 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 365 | 71,70 | 41 | 66,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0,65 | 19 | −5,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 367 | 221 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0,63 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 535 | 0,43 | 226 | −0,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109 967 | 10,62 | 3 296 | 7,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 800 | 100,00 | 84 | 97,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 984 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 241 328 | 0,48 | 7 233 | −2,28 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7 210 | 8,10 | 216 | 6,40 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 53 405 | 1 601 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 98 000 | 2 937 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 54 611 | 30,39 | 1 637 | 26,82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 50 174 | 1,54 | 1 504 | −1,25 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30 791 | 5,94 | 923 | 3,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 552 | 166 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 076 | 17,90 | 1 021 | 14,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105,00 | 1 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 13 875 | 0,35 | 416 | −2,58 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 392 | 0,02 | 491 | −2,77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 593 | 0,13 | 48 | −4,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 78 929 | 87,09 | 2 366 | 81,92 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 40 929 | 0,16 | 1 227 | −2,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 253 | 57,71 | 547 | 53,65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 747 | 0,96 | 442 | −2,00 |
