Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF inkluderar Redhawk Wealth Advisors, Inc., Marks Wealth, LLC, Perfromance Wealth Partners, LLC, Triton Wealth Management, PLLC, Bank Of Nova Scotia, Ethos Financial Group, LLC, Parker Investment Management, LLC, Kovack Advisors, Inc., Bull Oak Capital, LLC, Capitolis Liquid Global Markets LLC, Tactive Advisors, LLC, Td Private Client Wealth Llc, Jane Street Group, Llc, Chicago Partners Investment Group LLC, Smith, Moore & Co., Eagle Capital Management, LLC, Peak Financial Advisors Llc, Wealthcare Advisory Partners LLC, Sagespring Wealth Partners, Llc, och Orser Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6 718 | 756 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 20 780 | 6,39 | 2 336 | 29,28 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 2 133 | 240 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 2 247 | 253 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 55 017 | 7,83 | 6 188 | 31,08 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 11 477 | 1 291 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 589 | 16,24 | 1 078 | 41,28 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 21 583 | 11,55 | 2 427 | 35,59 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 26 185 | 2 945 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 738 | 859,28 | 4 244 | 1 043,94 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 8 138 | 109,42 | 915 | 154,87 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 73 986 | 8,40 | 8 190 | 29,68 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 080 | 0 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 2 650 | 298 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 084 | 37,58 | 797 | 67,23 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6 554 | 23,43 | 737 | 50,10 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 6 480 | 41,39 | 729 | 71,70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 29 153 | 231,43 | 3 279 | 303,20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 39 124 | 3,77 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 469 | 728 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 5 875 | 661 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 124 805 | 4,83 | 14 037 | 27,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 281 020 | 18,86 | 31 606 | 44,47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 112 714 | 29,56 | 12 677 | 57,49 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 40 055 | 61,83 | 4 505 | 96,68 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 330 | 26,99 | 1 837 | 54,42 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 50 958 | 1,58 | 5 731 | 23,49 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 496 | 61,56 | 56 | 96,43 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 11 706 | 234,36 | 1 317 | 307,43 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 82 132 | 1,16 | 8 197 | 4,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 290 | 9,55 | 3 632 | 33,15 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 6 256 | 598 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5 133 | 577 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 354 | 342,50 | 40 | 457,14 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1 851 | 208 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 14 903 | 34,03 | 1 676 | 63,04 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 265 | 99,25 | 30 | 141,67 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 711 | 305 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28 108 | 1,96 | 3 161 | 27,10 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 2 704 | 304 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 4 037 | 3,51 | 465 | 26,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 267 | 705 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27 545 | 91,36 | 3 098 | 132,68 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 10 044 | 1,46 | 1 130 | 23,39 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 218 999 | 32,38 | 25 336 | 65,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 492 791 | 104,55 | 55 424 | 142,14 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2 628 653 | 111,93 | 295 645 | 157,59 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29 364 | 0,28 | 3 303 | 21,89 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 994 382 | 24,54 | 111 838 | 51,38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 964 | 1 233 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 029 | 341 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 9 556 | 1,23 | 1 075 | 23,02 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 6 905 | 6,62 | 777 | 29,55 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 888 | 21,78 | 1 450 | 48,01 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 187 | 358 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 121 504 | 13 666 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 6 480 | 729 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 964 | 51,12 | 1 384 | 89,07 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 998 | 1,19 | 461 | 26,30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 42 388 | 4,32 | 4 767 | 26,82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 33 152 | 504,30 | 3 729 | 638,22 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 18 926 | 2 117 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 67 427 | 8,40 | 7 584 | 31,76 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 66 581 | 4,78 | 7 488 | 27,37 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 15 754 | 86,75 | 1 772 | 127,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 902 | 214 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 48 | 5 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 682 | 12,50 | 1 764 | 36,77 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 99 987 | 446,97 | 11 245 | 564,99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 60 625 | 1,53 | 5 610 | −1,13 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 330 | 0,17 | 262 | 21,86 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 117 | 351 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 24 904 | 5,11 | 2 801 | 27,74 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 5 929 | 16,57 | 667 | 41,70 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1 855 | 209 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 42 323 | 518,22 | 4 760 | 647,25 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 14 593 | 8,81 | 1 623 | 30,89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 486 | 1 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 5 | 66,67 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 858 | 83,06 | 1 446 | 122,80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 303 | 147 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 440 059 | 49 493 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 9 439 | 22,06 | 1 062 | 44,55 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 423 841 | 4,09 | 47 669 | 26,52 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 13 172 | 1 481 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 4 403 | 37,85 | 495 | 67,80 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 2 063 | 232 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 592 909 | 66,09 | 66 684 | 101,89 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6 821 | 1,04 | 767 | 22,92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57 | 3,64 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 472 | 1 040,00 | 615 | 1 297,73 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7 357 | 555,12 | 823 | 698,06 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 136 473 | 186,56 | 15 349 | 248,37 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 200 | 23 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 50 000 | 5 624 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69 853 | 65,97 | 7 812 | 101,34 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 113 569 | 12 773 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 281 193 | 19,53 | 32 | 47,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 108 008 | 65,97 | 12 148 | 101,74 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 11 416 | 19,14 | 1 284 | 44,92 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 135 238 | 6,19 | 15 210 | 29,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 493 | 1,65 | 505 | 23,77 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 345 | 0,39 | 264 | 21,76 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 024 | 407,72 | 1 915 | 517,42 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 758 | 535 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 83 168 | 16,80 | 9 354 | 41,97 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 28 844 | 16,40 | 3 244 | 41,47 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 39 377 | 84,55 | 4 | 300,00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 1 993 | 224 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3 570 | 3,93 | 395 | 38,11 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 4 362 | 491 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 18 350 | 2 064 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 47 430 | 20,23 | 5 334 | 46,14 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 157 070 | 447,64 | 17 666 | 565,85 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 69 651 | 8 992,82 | 7 834 | 11 090,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 148 375 | 16 688 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 226 301 | 32,27 | 250 392 | 60,77 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 210 | 6,15 | 249 | 29,17 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4 408 | 2,06 | 496 | 24,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 31 304 | 3 521 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 200 000 | 22 494 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 900 | 120,96 | 4 150 | 168,61 | |||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 12 371 | 14,01 | 1 391 | 38,55 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 26 507 | 32,57 | 2 981 | 61,14 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 12 371 | 1 391 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 214 | 24 | ||||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 38 862 | 7,51 | 4 371 | 30,68 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 4 155 | 467 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 11 434 | 0,75 | 1 323 | 25,90 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 165 854 | 59,03 | 19 | 100,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 379 | 493 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9 598 | 3,56 | 1 079 | 25,79 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 5 828 | 0,99 | 655 | 22,89 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 186 | 141 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 827 | 93 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 14 305 | 16,56 | 1 609 | 41,67 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 376 | 9,86 | 380 | 33,45 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 16 297 | 1,05 | 1 833 | 22,79 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 5 538 | 50,04 | 623 | 82,40 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 339 658 | 9,94 | 38 201 | 33,63 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 200 151 | 22 885 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 400 | 33,33 | 45 | 62,96 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 27 220 | 3 061 | ||||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 430 616 | 48 431 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 7 808 | 2,41 | 878 | 24,54 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4 117 | 88,94 | 463 | 130,35 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 885 | 887 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 15 439 | 73,04 | 1 736 | 110,42 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 28 543 | 2,35 | 3 210 | 24,42 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 4 421 | 497 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 978 755 | 37,36 | 110 081 | 66,96 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 247 366 | 218,22 | 28 | 285,71 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1 845 | 208 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 6 954 | 782 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 61 221 | 16,70 | 6 882 | 41,76 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 3 819 | 430 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 21 473 | 2 415 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 1 500 | 50,00 | 0 | −100,00 | |||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 9 633 | 209,34 | 1 083 | 277,35 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 153 358 | 22,12 | 17 248 | 48,45 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 53 | 6 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 200 | 300,00 | 135 | 396,30 | |||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 60 206 | 203,86 | 6 771 | 259,78 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2 554 | 5,02 | 287 | 28,13 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 17 100 | 1 923 | ||||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 3 140 | 353 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 500 | 0 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 105 820 | 11 902 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4 885 | 13,26 | 549 | 37,59 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 20 871 | 7 545,05 | 2 311 | 9 140,00 | ||||
| 2025-07-17 | 13F | BFI Infinity Ltd. | 138 176 | 1 350,51 | 15 534 | 1 665,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 591 633 | 129,55 | 66 541 | 179,02 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 74 796 | 9,40 | 8 412 | 32,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 29 386 | 5,93 | 3 305 | 28,80 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 58 760 | 147,42 | 6 609 | 200,82 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 2 682 | 302 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 74 686 | 15,39 | 8 400 | 40,24 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 34 946 | 1,43 | 3 930 | 23,31 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 2 398 | 3,41 | 270 | 25,70 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 45 666 | 8,70 | 5 136 | 32,13 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13 080 | 32,79 | 1 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 80 248 | 6,44 | 9 025 | 29,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 016 | 31,64 | 1 351 | 60,07 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 7 928 | 892 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 3 320 | 3,78 | 373 | 26,01 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 4 396 | 494 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 712 550 | 49,56 | 65 932 | 45,66 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 49 886 | 26,04 | 5 611 | 53,19 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 332 | 30,65 | 1 046 | 63,03 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 75 368 | 4,74 | 7 128 | −0,99 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 867 | 210 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 967 | 1 121 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 28 350 | 5,29 | 3 189 | 27,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 52 252 | 21,38 | 5 877 | 47,53 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 015 | 1,85 | 677 | 23,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 52 231 | 134,48 | 5 874 | 185,01 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 5 376 | 605 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 43 073 | 203,27 | 4 844 | 268,65 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 2 263 | 3,76 | 255 | 26,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 257 054 | 111,86 | 29 | 154,55 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 26 633 | 52,23 | 2 995 | 85,11 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 508 615 | 79,14 | 57 | 119,23 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 304 | 237,78 | 34 | 325,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 827 966 | 153,74 | 93 121 | 208,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 782 141 | 236,48 | 200 437 | 308,99 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 35 281 | 335,62 | 3 968 | 429,77 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 50 889 | 583,35 | 5 723 | 730,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 221 | 316,98 | 25 | 500,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 428 698 | 65,00 | 48 233 | 100,62 | ||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 13 500 | 9,76 | 1 518 | 33,39 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 987 | 224 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 40 100 | 4 510 | ||||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 775 | 87 | ||||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 141 338 | 15 896 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 387 | 160,30 | 5 892 | 216,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 49 744 | 11,70 | 5 595 | 35,78 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 148 | 174,80 | 1 029 | 234,85 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 55 825 | 372,17 | 6 279 | 474,38 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 174 | 357 | ||||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 11 495 | 1 293 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20 383 | 7,22 | 2 292 | 30,38 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 881 | 212 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 48 259 | 1,70 | 5 428 | 23,62 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 203 | 135 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 91 | 62,50 | 10 | 100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 471 | 165 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 53 909 | 119,71 | 6 063 | 167,09 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 246 | 208 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59 654 | 13,49 | 6 712 | 48,60 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 488 | 1 180 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 2 207 | 248 | ||||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 42 151 | 0,30 | 4 741 | 21,91 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 995 | 562 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 25 081 | 13,23 | 2 821 | 37,63 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 | 22 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 2 546 | 6,26 | 286 | 25,99 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 68 406 | 62,09 | 7 694 | 97,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 17 400 | 42,11 | 1 957 | 72,79 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 228 | 3,84 | 4 749 | 26,20 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 2 027 | 17,99 | 228 | 43,40 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 759 | 3,64 | 423 | 25,97 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 175 | 20 | ||||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 25 030 | 5,13 | 2 815 | 27,78 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 39 513 | 4 444 | ||||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 36 125 | 4 | ||||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 15 368 | 13,98 | 1 729 | 38,57 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 36 901 | 4 150 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 043 | 144,33 | 1 355 | 196,93 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 130 195 | 694,79 | 14 643 | 866,47 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 5 658 | 99,86 | 636 | 143,68 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26 370 | 5,99 | 2 966 | 28,80 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 88 561 | 411,29 | 10 187 | 525,74 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 040 | 48,64 | 454 | 80,88 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 301 | 9,14 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 539 | 829,84 | 17 381 | 1 030,84 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 56 650 | 36,51 | 6 371 | 65,95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 25 062 | 0,84 | 2 819 | 22,58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 64 509 | 11,36 | 7 255 | 35,35 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 11 080 | 377,59 | 1 | −99,53 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 373 | 42,58 | 152 | 70,79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 48 769 | 753,50 | 5 485 | 938,83 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24 | 3 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 4 200 | 472 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 81 | 179,31 | 9 | 350,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 205 | 2,50 | 23 | 27,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 812 704 | 53,02 | 91 405 | 86,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 190 527 | 237,35 | 21 429 | 310,11 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 226 007 | 12,75 | 25 419 | 37,05 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 62 266 | 0,29 | 7 003 | 21,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 342 070 | 49,25 | 600 823 | 81,41 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 235 | 26 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 16 824 | 5,92 | 1 892 | 28,80 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 3 841 | 23,94 | 432 | 51,05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 166 537 | 35,78 | 918 490 | 65,04 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 53 600 | 6 028 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 21 115 | 2,93 | 2 375 | 25,08 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 21 888 | 23 435,48 | 2 | |||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 12 918 | 1 453 | ||||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 9 505 | 1 069 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 131 514 | 3,45 | 14 791 | 25,74 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 98 070 | 1,21 | 11 030 | 23,02 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 496 | 506 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 81 799 | 10,92 | 9 200 | 34,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 705 218 | 34,62 | 79 | 64,58 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 15 391 | 5,87 | 1 731 | 28,70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 46 710 | 22,26 | 5 254 | 48,60 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 370 | 716 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 169 633 | 1,01 | 19 079 | 22,77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24 497 | 50,53 | 2 755 | 83,06 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 5 830 | 110,39 | 656 | 155,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 865 | 93,19 | 322 | 135,04 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 218 875 | 19,48 | 24 617 | 45,23 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 280 | 31 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 802 816 | 31,84 | 90 293 | 60,25 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46 313 | 5 296 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 34 106 | 3 836 | ||||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 2 973 | 12,96 | 344 | 41,15 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 866 | 27,87 | 1 672 | 55,44 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 13 916 | 4,27 | 1 565 | 26,82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 1 836 | 207 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 19 796 | 2 226 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 15 429 | 2,55 | 1 735 | 21,41 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 451 | 41,26 | 527 | 76,85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16 812 | 17,12 | 1 891 | 42,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 096 | 236 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6 323 | 49,13 | 711 | 81,38 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 162 649 | 171,19 | 18 293 | 229,66 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 14 349 | 0,66 | 1 614 | 22,29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 6 718 | 756 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 097 393 | 126,28 | 120 105 | 167,64 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 52 919 | 5 952 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 31 836 | 63 572,00 | 3 581 | 89 400,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 064 | 126,44 | 2 144 | 175,22 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 76 100 | 43,92 | 8 559 | 74,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 458 025 | 87,18 | 276 | 128,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 956 288 | 72,36 | 107 554 | 109,51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 170 465 | 80,86 | 19 172 | 119,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40 618 | 4,35 | 4 568 | 26,85 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 25 136 | 2 827 | ||||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 22 567 | 0,59 | 2 538 | 22,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 298 | 6,28 | 2 958 | 29,18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25 142 | 57,22 | 2 828 | 91,14 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 4 125 | 3,18 | 483 | 22,90 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 437 400 | 49 194 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10 369 | 228,24 | 1 166 | 299,32 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 387 | 22,56 | 884 | 46,43 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 72 492 | 95,70 | 8 153 | 137,90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 699 | 468,89 | 528 | 594,74 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21 491 | 2 417 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 20 115 | 16,21 | 2 262 | 41,29 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 2 140 | 251 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 2 155 | 253 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 21 249 | 336,95 | 2 390 | 432,07 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 91 800 | 10 325 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 140 | 16 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 18 001 | 26,82 | 2 025 | 54,15 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 13 760 | 1 548 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 734 | 7,05 | 2 893 | 30,09 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 121 171 | 1,74 | 13 628 | 23,68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 411 349 | 30,41 | 271 204 | 58,51 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 18 155 | 0,52 | 2 042 | 22,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 62 728 | 12,42 | 7 055 | 33,09 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 3 059 | 344 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 10 029 | 206,42 | 1 128 | 273,18 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 10 653 | 1 198 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 215 419 | 24 228 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 442 | 971 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 4 031 | 1,33 | 453 | 23,10 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 170 | 13,65 | 582 | 38,33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 775 | 60,59 | 1 099 | 95,20 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 062 | 119 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 18 790 | 7,18 | 2 113 | 30,27 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8 882 | 244,80 | 999 | 319,75 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 128 364 | 43,50 | 14 356 | 74,10 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5 133 | 212,61 | 577 | 282,12 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 9 830 | 1 106 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 395 | 39,35 | 494 | 69,76 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 2 522 | 0,16 | 284 | 21,98 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 18 175 | 0,94 | 2 044 | 22,69 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 461 | 173,82 | 952 | 233,68 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 809 | 541 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 866 | 2 572 |
