Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF inkluderar Merit Financial Group, LLC, Financial Solutions Advisory Group, Inc., Annex Advisory Services, LLC, Gateway Wealth Partners, LLC, Aviance Capital Partners, LLC, Summit Financial Strategies, Inc., Moneta Group Investment Advisors Llc, Beacon Investment Advisory Services, Inc., Ubs Asset Management Americas Inc, TopTier Wealth Management, LLC, Vanguard Advisers Inc, YANKCOM Partnership, Synergy Investment Management, LLC, och Federation des caisses Desjardins du Quebec .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 3 537 | 6,44 | 172 | 7,50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9 539 | 80,53 | 482 | 87,16 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 3 658 | 2,55 | 185 | 6,36 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25 512 | 2,33 | 1 288 | 6,01 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3 420 | 41,32 | 167 | 43,10 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 11 293 | 18,86 | 570 | 23,38 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2 810 | 16,07 | 142 | 20,51 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 751 | 139 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 358 | 18 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 987 354 | 5,16 | 150 802 | 8,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 348 | 169 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35 644 | 3,40 | 1 799 | 7,15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 184 | 9 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15 691 | 0,22 | 792 | 3,94 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 54 208 | 17,21 | 2 736 | 21,44 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 55 110 | 48,20 | 2 782 | 53,56 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 878 | 37,07 | 701 | 41,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 397 512 | 21,34 | 20 066 | 25,72 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 575 | 3,88 | 281 | 7,66 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 17 284 | 0,05 | 872 | 3,69 | ||||
| 2026-05-12 | 13F | Creative Planning | 30 740 | 3,14 | 1 552 | 6,82 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 219 170 | 0,91 | 11 064 | 4,55 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 35 193 | 2,07 | 1 777 | 5,78 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 | −80,00 | ||||||
| 2026-04-20 | 13F | YANKCOM Partnership | 390 | 20 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6 610 | 10,52 | 334 | 14,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5 444 | 275 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 17 606 | 0,32 | 889 | 3,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 948 | 48 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 240 | 12 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 784 822 | 1,12 | 39 618 | 4,77 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6 986 | 0,49 | 353 | 4,14 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4 794 | 14,91 | 242 | 19,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21 500 | 3,22 | 1 047 | 4,08 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3 975 | 201 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 485 446 | 7,96 | 24 505 | 11,86 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 42 278 | 0,45 | 134 | −93,51 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 23 197 | 0,05 | 1 130 | 0,98 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 12 302 | 100,03 | 621 | 107,36 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39 944 | 4,40 | 1 965 | 5,42 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 53 794 | 16,13 | 3 006 | 21,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 490 | 25 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 295 217 | 3,66 | 115 863 | 7,40 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5 829 | 30,46 | 294 | 35,48 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 805 952 | 1,80 | 40 685 | 5,51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6 010 | 16,09 | 303 | 20,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 158 038 | 29,49 | 7 828 | 31,63 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 222 | 8,62 | 62 | 12,96 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 48 317 | 2,06 | 2 439 | 5,77 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 20 294 | 0,38 | 1 024 | 3,96 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 53 311 | 9,07 | 2 691 | 13,02 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1 498 972 | 1,42 | 75 668 | 5,08 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 41 195 | 103,62 | 2 079 | 111,07 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 131 655 | 5,21 | 6 646 | 9,01 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6 665 | 20,24 | 336 | 24,44 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 616 | 31 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 13 304 | 0,83 | 1 | |||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 120 815 | 71,18 | 6 099 | 77,37 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 37 602 | 1,55 | 1 898 | 5,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 127 136 | 5,34 | 6 418 | 9,13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6 350 | 1,02 | 321 | 4,58 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 14 112 | 29,07 | 712 | 33,83 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5 856 | 7,73 | 296 | 11,74 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 339 599 | 8,44 | 67 623 | 12,36 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 7 242 | 366 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 31 078 | 38,09 | 1 569 | 43,07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 351 | 18 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 12 176 | 4,85 | 1 | |||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 40 534 | 6,64 | 2 046 | 10,53 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4 062 | 205 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9 344 | 472 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4 033 | 204 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 922 | 97 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7 128 | 360 | ||||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 4 343 | 219 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 12 130 | 0,58 | 612 | 4,26 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 28 770 | 0,66 | 1 399 | 1,38 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 730 | 272,45 | 37 | 300,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4 748 | 0,34 | 240 | 3,91 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6 830 | 0,03 | 345 | 3,61 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 786 | 40 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2 046 | 137,08 | 103 | 145,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 525 416 | 15,98 | 25 598 | 16,99 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38 462 | 3,06 | 1 942 | 6,82 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 132 887 | 5,77 | 6 707 | 9,58 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 35 767 | 9,59 | 1 806 | 13,52 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 424 | 0,47 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 21 071 | 0,04 | 1 064 | 3,61 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 423 510 | 0,73 | 21 379 | 4,37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 22 584 | 2,28 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 41 628 | 2,72 | 2 101 | 6,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 138 545 | 12,36 | 6 994 | 16,41 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8 896 | 449 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 512 | 114,23 | 26 | 127,27 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 220 | 11 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4 468 | 0,38 | 226 | 4,17 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 19 247 | 85,16 | 1 | |||||
| 2026-05-11 | 13F | Potentia Wealth | 57 364 | 1,53 | 2 896 | 5,20 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 204 089 | 3,64 | 10 302 | 7,39 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 130 793 | 27,23 | 6 602 | 31,83 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 7 378 | 0,31 | 414 | 15,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 60 572 | 3,19 | 3 057 | 6,93 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 435 885 | 2,60 | 22 004 | 6,30 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6 912 | 349 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 43 994 | 2,46 | 2 221 | 6,17 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 20 671 | 3,31 | 1 043 | 7,08 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 75 170 | 106,09 | 3 795 | 113,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 45 024 | 3,45 | 2 273 | 7,17 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 697 | 2,41 | 86 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 670 | 236 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10 663 | 9,41 | 520 | 9,70 |
