Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF inkluderar Atlantic Union Bankshares Corp, Trust Co Of Toledo Na /oh/, Wealth Advisory Team LLC, Harbor Asset Planning, Inc., Tudor Investment Corp Et Al, Symphony Financial, Ltd. Co., Forum Private Client Group LLC, Fisher Asset Management, LLC, Hilltop Holdings Inc., TAGStone Capital, Inc., Calton & Associates, Inc., Regal Investment Advisors LLC, Evolution Wealth Management Inc., Ashton Thomas Private Wealth, LLC, Nikulski Financial, Inc., CWC Advisors, LLC., Integrated Advisors Network LLC, Lynx Investment Advisory, Cresset Asset Management, LLC, och Financial Gravity Companies, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F/A | CX Institutional | 86 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33 613 | 44,66 | 3 302 | 55,32 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 013 810 | 2,54 | 197 837 | 10,06 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 8 320 | 0,10 | 817 | 7,50 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 10 430 | 1,64 | 1 025 | 9,05 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 78 742 | 7,73 | 7 736 | 15,62 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 4 003 | 14,86 | 393 | 23,58 | ||||
2025-07-15 | 13F | Bfsg, Llc | 31 232 | 3,87 | 3 068 | 11,48 | ||||
2025-08-05 | 13F | Snider Financial Group | 51 284 | 3,53 | 5 038 | 11,12 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 11 598 | 77,23 | 1 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 481 715 | 4,66 | 47 324 | 12,33 | ||||
2025-07-30 | 13F | Liberty One Investment Management, Llc | 57 150 | 0,48 | 5 614 | 7,86 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 10 080 | 170,24 | 1 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 211 | 7,56 | 414 | 15,36 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 1 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16 144 | 7,25 | 1 586 | 7,02 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 2 355 | 1,46 | 231 | 8,96 | ||||
2025-08-12 | 13F | Change Path, LLC | 28 518 | 11,54 | 2 802 | 19,70 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 303 723 | 4,48 | 29 838 | 12,14 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 42 572 | 2,37 | 4 182 | 9,88 | ||||
2025-08-11 | 13F | Berkeley, Inc | 62 292 | 2 144,76 | 6 120 | 2 318,58 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 156 172 | 122,24 | 14 294 | 106,59 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 562 459 | 40,78 | 55 256 | 51,10 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15 853 | 5,86 | 1 557 | 13,65 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 86 952 | 508,52 | 8 542 | 553,56 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 392 | 1 905 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53 894 | 0,29 | 5 295 | 7,65 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 100 983 | 3,90 | 9 243 | −3,43 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 447 | 44 | ||||||
2025-07-18 | 13F | Lynx Investment Advisory | 2 173 | 213 | ||||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 30 181 | 9,75 | 2 965 | 17,76 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 810 | 0,12 | 964 | 7,48 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 80 358 | 1,77 | 7 894 | 11,67 | ||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 28 881 | 2,76 | 2 837 | 10,30 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2 046 | 201 | ||||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 25 963 | 2 551 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 181 662 | 7,02 | 17 846 | 14,87 | ||||
2025-07-25 | 13F | Cwm, Llc | 12 678 | 18,59 | 1 | |||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 355 | 9,91 | 35 | 17,24 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 59 662 | 10,77 | 5 861 | 18,91 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 88 209 | 3,08 | 8 666 | 10,64 | ||||
2025-07-14 | 13F | Enzi Wealth | 106 234 | 0,59 | 10 567 | 8,90 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 42 392 | 1,18 | 4 165 | 8,61 | ||||
2025-08-14 | 13F | Fmr Llc | 7 869 | 19,59 | 773 | 28,41 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 14 116 | 4,15 | 1 387 | 11,77 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 44 819 | 33,44 | 4 403 | 43,23 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 52 440 | 8,78 | 5 167 | 17,11 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 042 | 0,14 | 790 | 7,48 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 658 | 274,57 | 2 226 | 302,35 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 11 287 | 68,59 | 1 109 | 81,05 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 23 444 | 10,84 | 2 303 | 19,02 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4 612 | 37,22 | 481 | 56,35 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 252 | 15,60 | 25 | 26,32 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 73 938 | 4,24 | 7 264 | 11,88 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 780 | 77 | ||||||
2025-08-07 | 13F | Nwam Llc | 4 523 | 0,18 | 465 | 12,59 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 4 493 | 21,96 | 441 | 30,86 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 291 706 | 6,59 | 28 657 | 14,40 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 4 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 69 940 | 14,65 | 6 871 | 14,37 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 709 | 0,09 | 757 | 7,53 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 73 104 | 10,98 | 7 182 | 19,11 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 9 566 | 28,42 | 940 | 37,89 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 146 | 211 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 107 028 | 2,97 | 10 514 | 10,52 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 114 | 60,56 | 0 | |||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 143 | 309 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 767 | 5,80 | 1 647 | 13,59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 38 512 | 96,57 | 3 783 | 110,99 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 8 003 | 786 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66 528 | 20,88 | 6 536 | 29,74 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 19 997 | 1,70 | 1 998 | 11,06 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 139 452 | 2,96 | 13 700 | 10,51 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 564 | 448 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 4 | ||||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 116 068 | 3,39 | 11 402 | 10,97 | ||||
2025-08-08 | 13F | Creative Planning | 19 517 | 8,75 | 1 917 | 16,75 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 766 696 | 4,74 | 75 320 | 12,42 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 11 611 | 6,83 | 1 | |||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 11 557 | 63,67 | 1 135 | 75,70 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 3 | 0 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 225 | 22 | ||||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 028 | 2,43 | 690 | 10,05 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 108 182 | 9,11 | 10 628 | 17,10 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14 468 | 4,26 | 1 421 | 11,89 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 115 642 | 55,33 | 11 361 | 66,72 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 216 | 354,85 | 1 691 | 388,73 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 21 661 | 3,99 | 2 128 | 11,59 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 6 912 | 31,36 | 679 | 41,16 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 38 401 | 53,66 | 3 773 | 64,93 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 134 117 | 3,85 | 13 176 | 11,45 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 160 283 | 15 746 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 226 | 50,71 | 219 | 62,22 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 70 | 1,45 | 7 | 0,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 908 | 286 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5 645 | 555 | ||||||
2025-08-12 | 13F | NFP Retirement, Inc. | 129 331 | 3,39 | 12 705 | 10,97 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 16 782 | 138,58 | 2 | |||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 149 524 | 28,38 | 14 689 | 37,80 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23 207 | 3,62 | 2 280 | 11,17 | ||||
2025-08-07 | 13F | PFG Advisors | 45 961 | 6,67 | 4 515 | 14,51 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 955 | 72,40 | 290 | 85,90 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101 553 | 0,56 | 9 977 | 7,94 | ||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 139 184 | 17,93 | 14 | 30,00 | ||||
2025-08-14 | 13F | Bank of Marin | 6 299 | 5,81 | 619 | 13,60 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 10 | ||||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 224 089 | 12,19 | 22 014 | 20,42 | ||||
2025-08-07 | 13F | Allworth Financial LP | 206 | 0,49 | 20 | 11,11 | ||||
2025-07-28 | 13F | DORVAL Corp | 13 514 | 43,89 | 1 328 | 47,12 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 141 758 | 426,32 | 13 755 | 364,04 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 6 634 | 1,83 | 652 | 9,23 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 2 280 | 224 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18 222 | 7,11 | 1 790 | 14,96 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 15 434 | 1 517 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 430 956 | 0,68 | 42 337 | 27,29 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 580 | 15,26 | 352 | 23,59 | ||||
2025-08-06 | 13F | Fairway Financial, LLC | 6 392 | 5,88 | 628 | 13,59 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 69 994 | 10,96 | 6 876 | 19,11 | ||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 206 591 | 106,06 | 20 296 | 121,17 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 565 | 0,14 | 350 | 7,69 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 62 395 | 1,71 | 6 130 | 9,15 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7 818 | 0,21 | 768 | 7,56 | ||||
2025-08-14 | 13F | UBS Group AG | 211 035 | 1,09 | 20 732 | 8,50 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 89 896 | 0,73 | 8 831 | 8,12 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 101 182 | 124,93 | 9 940 | 141,44 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 130 | 30,00 | 13 | 33,33 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 64 | 18,52 | 6 | 50,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 5 338 | 15,34 | 524 | 23,88 | ||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 33 613 | 3 302 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 61 949 | 17,36 | 6 086 | 25,96 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67 580 | 6,55 | 6 639 | 14,37 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 8 386 | 824 | ||||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 23 863 | 7,94 | 2 344 | 15,87 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 616 | 90,82 | 453 | 104,98 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 7 146 | 1,26 | 695 | 11,56 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 57 629 | 1,92 | 5 661 | 9,39 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 58 002 | 7,82 | 5 698 | 15,74 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 842 | 5,49 | 1 360 | 13,16 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 179 | 509 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 55 577 | 1 118,53 | 5 460 | 1 209,11 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 311 483 | 2,97 | 30 600 | 10,52 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 82 690 | 3,16 | 8 124 | 10,71 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 14 467 | 6,76 | 1 421 | 14,60 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 316 369 | 7,02 | 31 080 | 14,87 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199 538 | 19 603 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 3 267 | 39,08 | 321 | 48,84 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 209 | 21 | ||||||
2025-07-16 | 13F | Meridian Financial, LLC | 7 182 | 1,41 | 706 | 8,80 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 55 351 | 5,82 | 5 438 | 13,58 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 20 904 | 5,70 | 2 | 100,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 690 | 3,94 | 1 443 | 11,60 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 603 790 | 13,63 | 59 437 | 22,22 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 8 175 | 19,59 | 803 | 28,48 | ||||
2025-08-14 | 13F | Betterment LLC | 2 755 | 16,24 | 0 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 2 812 | 276 | ||||||
2025-08-04 | 13F | NBZ Investment Advisors LLC | 100 125 | 3,27 | 9 836 | 10,84 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 14 100 | 3,40 | 1 | 0,00 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39 169 | 0,36 | 3 848 | 7,70 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 21 728 | 22,40 | 2 135 | 31,40 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 439 | 7,74 | 436 | 15,65 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 244 | 0,56 | 319 | 7,80 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 67 358 | 0,04 | 6 617 | 7,38 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 2 130 | 209 | ||||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 063 | 203 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156 702 | 28,85 | 15 394 | 38,30 | ||||
2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 766 | 646,89 | 528 | 593,42 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 2 744 | 270 | ||||||
2025-08-08 | 13F | Firestone Capital Management | 21 255 | 2 088 | ||||||
2025-07-31 | 13F | Mason & Associates Inc | 58 338 | 1,81 | 5 731 | 9,29 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 23 345 | 2,17 | 2 293 | 9,66 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 3 728 | 1,64 | 366 | 9,25 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 414 | 41 | ||||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 5 384 | 543 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 18 000 | 282,98 | 1 768 | 311,16 | |||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 450 044 | 6,14 | 142 446 | 13,91 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 3 418 | 336 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 3 385 | 1,26 | 333 | 8,85 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 250 | 38,89 | 123 | 48,78 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 895 | 4,84 | 1 954 | 12,56 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5 409 | 1,35 | 531 | 8,81 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 34 741 | 2,88 | 3 413 | 10,42 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 604 422 | 57,51 | 59 | 47,50 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 6 542 | 30,42 | 643 | 39,87 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 4 229 | 23,47 | 415 | 32,59 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 69 375 | 3,02 | 6 815 | 10,58 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 29 | 16,00 | 3 | 0,00 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 678 | 4,49 | 361 | 12,11 |