Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF inkluderar Employees' Retirement Fund of the City of Fort Worth, Bnp Paribas Arbitrage, Sa, TAGStone Capital, Inc., Signature Estate & Investment Advisors Llc, Archer Investment Management, LLC, Brookstone Capital Management, Capital Investment Advisory Services, LLC, och Jpmorgan Chase & Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 285 | 40,79 | 93 | 45,31 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 35 382 | 43,30 | 1 441 | 47,79 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 77 289 | 3 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 498 | 346 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 357 731 | 9,52 | 14 549 | 12,90 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20 000 | 815 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13 569 | 553 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21 110 | 5,41 | 860 | 8,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 419 127 | 24,09 | 17 071 | 27,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18 195 | 135,66 | 744 | 150,17 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 77 320 | 8,13 | 3 149 | 11,47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 350 | 96 | ||||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 176 442 | 12,88 | 6 624 | −2,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 328 | 40,77 | 13 | 44,44 | ||||
| 2025-08-14 | 13F | Family Management Corp | 24 586 | 11,97 | 1 001 | 15,46 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 346 | 143,51 | 747 | 151,52 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 269 057 | 5,41 | 10 959 | 8,63 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 13 810 | 13,60 | 562 | 17,08 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 9 029 | 82,59 | 368 | 88,21 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 17 406 | 0,17 | 709 | 3,21 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 65 594 | 10,84 | 2 462 | −3,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 19 429 | 24,14 | 791 | 27,99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 673 | 0,55 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 970 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 129 | 7,16 | 372 | 10,39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 50 030 | 4,26 | 2 038 | 7,44 | ||||
| 2025-08-14 | 13F | Fmr Llc | 293 | 144,17 | 12 | 175,00 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 116 692 | 6,50 | 4 753 | 9,75 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 71 641 | 0,36 | 2 918 | 3,40 | ||||
| 2025-08-14 | 13F | UBS Group AG | 14 134 | 576 | ||||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 50 000 | 2 036 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 84 543 | 2,48 | 3 443 | 5,61 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 724 | 0,14 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 75 907 | 25,73 | 3 092 | 29,60 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 8 122 | 331 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 135 530 | 10,00 | 5 088 | −4,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 223 672 | 6,90 | 9 110 | 10,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 527 455 | 36,45 | 21 483 | 40,63 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 531 | 1,52 | 225 | 4,65 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 207 198 | 10,08 | 7 778 | −4,47 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 347 | 218 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 896 | 453 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 173 | 0,11 | 251 | 3,29 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 203 | 10,31 | 253 | 13,51 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 620 881 | 9,24 | 25 288 | 12,59 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10 420 | 95,31 | 424 | 101,90 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 9 952 | 405 |
