Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF inkluderar Proficio Capital Partners LLC, American Trust, Ballast, Inc., Brooks, Moore & Associates, Inc., Janney Montgomery Scott LLC, Financial Freedom, LLC, Harbor Asset Planning, Inc., och Ronald Blue Trust, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8 202 | 3,05 | 583 | 5,23 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 408 | 29 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 200 | 1,13 | 1 294 | 3,27 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 658 | 0,61 | 118 | 2,63 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 381 | 107,07 | 1 165 | 111,43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 728 | 15,19 | 52 | 15,91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 36 849 | 15 253,75 | 2 621 | 16 275,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35 686 | 16,59 | 2 538 | 19,05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 994 | 0,66 | 142 | 11,02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 534 607 | 42,52 | 38 021 | 45,53 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 85 422 | 25,02 | 6 075 | 27,65 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4 650 | 5,97 | 331 | 8,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25 127 | 9,68 | 1 787 | 11,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9 675 | 0,07 | 688 | 2,23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 566 | 0,53 | 40 | 2,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 108 611 | 3,88 | 7 724 | 6,08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 40 192 | 2,11 | 2 858 | 4,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32 947 | 307,56 | 2 344 | 316,34 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5 110 | 383 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 7 283 | 0,61 | 518 | 2,58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 644 | 0,39 | 401 | 8,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 972 | 0,04 | 354 | 2,02 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 824 217 | 3 125 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 060 | 0,49 | 218 | 2,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 102 774 | 19,09 | 7 309 | 21,61 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 119 | 0,32 | 222 | 2,31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 129 | 9 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 647 | 46 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 37 | 516,67 | 3 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7 321 | 38,08 | 518 | 41,64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28 002 | 52,90 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 855 | 0,23 | 274 | 2,62 | ||||
| 2025-08-14 | 13F | Alethea Capital Management, Llc | 93 989 | 6 684 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 412 381 | 562,92 | 29 329 | 577,01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 031 | 73 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 10 071 | 2,13 | 716 | 4,37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2 999 | 213 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 110 055 | 57,46 | 7 827 | 60,78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 209 583 | 4,37 | 14 906 | 6,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 653 | 0,62 | 46 | 2,22 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 35 588 | 42,01 | 2 527 | 44,76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 28 623 | 12,34 | 2 036 | 14,71 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 7 005 | 498 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 697 | 102,13 | 2 397 | 106,37 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11 941 | 1,13 | 849 | 3,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8 887 | 403,80 | 632 | 418,03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 098 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 002 | 0,91 | 71 | 9,23 | ||||
| 2025-09-03 | 13F | American Trust | 14 124 | 1 004 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 155 569 | 12,00 | 11 074 | 14,37 |
