Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF inkluderar Signature Estate & Investment Advisors Llc, Sovran Advisors, LLC, CPR Investments Inc., Bravias Capital Group, LLC, Evolution Wealth Management Inc., EverSource Wealth Advisors, LLC, DHJJ Financial Advisors, Ltd., Total Investment Management Inc, och Briaud Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 112 625 | 24,93 | 6 934 | 25,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 634 | 6,34 | 347 | 6,44 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 695 | 0,87 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 556 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180 580 | 397,66 | 11 137 | 397,36 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7 775 | 0,80 | 479 | 0,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 902 | 14,84 | 672 | 14,87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 128 846 | 0,28 | 7 946 | 0,19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 932 | 30,34 | 1 045 | 32,28 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 140 478 | 24,77 | 8 663 | 24,68 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 622 | 18,70 | 38 | 18,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 835 | 668 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140 226 | 25,51 | 8 648 | 25,41 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2 911 | 0,21 | 180 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114 559 | 9,47 | 7 065 | 9,38 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 082 | 0,91 | 375 | 1,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 228 | 0,44 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 412 | 0,64 | 395 | 0,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 622 659 | 51,96 | 38 399 | 51,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 553 | 4,22 | 342 | 4,91 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10 613 | 0,06 | 655 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 460 | 707 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 81 746 | 6,45 | 5 041 | 6,37 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 888 | 234 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 225 465 | 1,26 | 13 903 | 1,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 826 | 5,04 | 1 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 8 373 | 1 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 21 391 | 2,40 | 1 319 | 2,33 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 942 | 243 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193 541 | 9,94 | 11 936 | 9,85 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 0,61 | 41 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 061 | 22,61 | 682 | 22,66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3 590 | 0,34 | 221 | 0,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 756 | 602 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 495 | 1,09 | 401 | 1,01 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 460 | 0,88 | 28 | 0,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6 198 | 4,94 | 382 | 4,95 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 234 236 | 14 445 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 3 318 | 205 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 3 420 | 211 | ||||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 37 591 | 12,97 | 2 318 | 12,91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 957 | 0,56 | 429 | 0,70 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 8 344 | 0,06 | 515 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 864 | 234,88 | 53 | 253,33 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 444 | 0,45 | 27 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 683 | 0,90 | 3 989 | 0,83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 7 012 | 5,32 | 432 | 5,37 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 439 | 0,62 | 150 | 0,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 10 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 078 | 0,35 | 1 362 | 0,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 305 | 1,97 | 266 | 4,74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96 201 | 35,10 | 5 937 | 58,36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 374 | 12,25 | 85 | 12,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43 690 | 5,04 | 2 694 | 4,95 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 535 542 | 18,17 | 33 | 22,22 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 12 260 | 14,40 | 756 | 14,37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3 843 | 237 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 515 | 32 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33 061 | 1,12 | 2 039 | 0,99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3 336 | 0,54 | 206 | 0,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30 619 | 1 888 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6 543 | 56,87 | 404 | 56,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14 762 | 34,03 | 910 | 34,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 597 901 | 1,36 | 36 873 | 1,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315 912 | 5,67 | 19 482 | 5,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 310 516 | 2,26 | 19 150 | 2,18 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 23 | 0 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 124 851 | 2,21 | 7 700 | 5,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 147 427 | 3,21 | 9 092 | 3,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 417 | 134,26 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38 144 | 23,94 | 2 352 | 23,85 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36 785 | 2 269 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 6 192 | 0,21 | 382 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8 879 | 3,05 | 548 | 3,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112 925 | 3,10 | 6 964 | 3,02 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 17 385 | 5,40 | 1 072 | 5,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 338 | 9,39 | 21 | 5,26 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 303 | 0,33 | 19 | 0,00 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 16 553 | 2,76 | 1 021 | 2,62 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6 335 | 4 849,22 | 391 | 5 471,43 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 046 | 251 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 403 | 152,36 | 580 | 152,84 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 39 346 | 6 067,08 | 1 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 037 | 64,52 | 496 | 64,45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18 406 | 0,17 | 1 135 | 0,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 593 | 0,66 | 407 | 0,74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15 176 | 25,48 | 936 | 25,34 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 940 | 58 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32 992 | 3,04 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 25 | 4,17 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 860 | 53 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 97 900 | 655,46 | 6 037 | 655,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3 587 | 0,11 | 221 | 0,00 |
