Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF inkluderar River Wealth Advisors LLC, EPG Wealth Management LLC, Seros Financial, LLC, ArborFi Advisors, LLC, Belvedere Trading LLC, Kendall Capital Management, Wealthcare Capital Management Llc, Cerity Partners LLC, Axxcess Wealth Management, Llc, WCG Wealth Advisors LLC, Trust Co Of Toledo Na /oh/, Atlas Financial Advisors, Inc., Sowell Financial Services LLC, Brookwood Investment Group LLC, Ameritas Advisory Services, LLC, Trilogy Capital Inc., Y-Intercept (Hong Kong) Ltd, Clear Creek Financial Management, LLC, CAPROCK Group, Inc., och Sterling Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 462 553 | 54,64 | 32 092 | 70,97 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 619 | 314 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 354 148 | 2,16 | 24 | 14,29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15 896 | 3,73 | 1 081 | 12,49 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 70 009 | 4 762 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 54 376 | 6,13 | 3 699 | 15,02 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10 985 | 78,91 | 747 | 94,03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 84 193 | 3,57 | 5 727 | 12,25 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2 731 | 3,10 | 186 | 11,45 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 56 648 | 1 657,07 | 3 853 | 1 807,43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 894 | 1,94 | 61 | 5,26 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 47 079 | 4,48 | 3 202 | 13,26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 563 | 2,69 | 514 | 11,26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3 022 | 0 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 77 780 | 5 291 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 13 924 | 3,14 | 947 | 11,81 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 134 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 855 913 | 50,81 | 58 219 | 63,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15 918 | 13,75 | 999 | 7,89 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30 698 | 80,76 | 2 088 | 96,06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 757 | 5,33 | 460 | 17,69 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 590 | 40 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 97 156 | 0,88 | 6 609 | 9,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 865 283 | 5,19 | 126 877 | 14,02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 35 863 | 16,31 | 2 439 | 26,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48 374 | 12,09 | 3 290 | 21,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 214 | 65,09 | 423 | 78,81 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 402 | 27 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 403 | 0,05 | 1 456 | 8,42 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 3 862 | 263 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 988 | 1,42 | 611 | 9,89 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7 000 | 476 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 69 457 | 6,77 | 4 724 | 15,76 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3 577 | 245 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 713 | 560,77 | 1 069 | 616,78 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 21 294 | 8,48 | 1 448 | 17,63 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 62 739 | 302,95 | 4 268 | 336,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 020 | 5,37 | 1 906 | 14,21 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 477 335 | 0,41 | 32 468 | 8,84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 159 873 | 11,70 | 11 | 25,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 391 | 60,88 | 503 | 74,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 290 | 12,39 | 294 | 25,21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 51 651 | 20,89 | 3 513 | 31,08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 900 | 61 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 514 | 511 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 48 697 | 19,01 | 3 056 | 12,94 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21 947 | 63,43 | 1 493 | 77,20 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17 000 | 1 156 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 625 | 11,54 | 655 | 20,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 32 326 | 7,79 | 2 199 | 16,91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 45 581 | 1,98 | 3 100 | 10,56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25 522 | 183,04 | 1 736 | 207,26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 912 | 23,43 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2 961 | 25,20 | 201 | 35,81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 033 | 478 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38 524 | 3,93 | 2 620 | 12,64 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 24 850 | 3,54 | 1 690 | 12,22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6 712 | 71,27 | 457 | 86,12 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 991 | 2,60 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 523 730 | 5,33 | 35 624 | 14,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24 497 | 10,66 | 1 666 | 13,88 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14 236 | 968 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7 813 | 14,64 | 531 | 24,07 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 323 865 | 22 029 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11 206 | 0,53 | 766 | 16,44 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 715 | 27,06 | 797 | 37,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 441 605 | 21,61 | 30 038 | 31,82 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 17 422 | 0,67 | 1 093 | −4,46 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12 023 | 818 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 160 | 0 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14 383 | 978 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 278 102 | 8,77 | 86 936 | 17,90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197 258 | 145,98 | 13 | 160,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 606 | 41 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 299 | 4,04 | 360 | 12,85 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 21 443 | 0,23 | 1 459 | 8,64 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 564 | 7,34 | 310 | 16,54 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 7 259 | 71,81 | 494 | 86,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 119 950 | 8 159 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 479 | 8,13 | 33 | 10,34 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 989 | 0,81 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9 591 | 652 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 882 | 1 315,04 | 128 | 1 500,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110 849 | 5,00 | 7 540 | 13,81 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 32 765 | 2 229 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14 268 | 167,89 | 971 | 175,57 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 753 | 595 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10 863 | 739 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 721 | 253 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143 028 | 18,19 | 10 | 28,57 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 27 625 | 36,69 | 1 879 | 48,19 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 6 824 | 2,00 | 464 | 10,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 791 | 1 006 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 10 070 | 685 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 026 | 8,42 | 206 | 17,82 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 78 500 | 19,88 | 5 340 | 29,97 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 255 | 50,00 | 17 | 70,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 033 548 | 154,42 | 70 302 | 175,80 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8 627 | 9,86 | 541 | 1,50 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 59 | 4 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 4 600 | 8,03 | 313 | 16,85 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 281 674 | 1,54 | 19 159 | 10,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 580 283 | 4,15 | 107 491 | 12,89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 312 | 8,76 | 1 178 | 17,94 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 190 028 | 3,61 | 12 926 | 12,31 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 8 265 | 82,93 | 562 | 98,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 750 582 | 8,42 | 119 082 | 17,53 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 78 203 | 3,63 | 5 319 | 12,33 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 977 | 57,00 | 475 | 70,50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 29 445 | 7,73 | 2 003 | 16,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 97 | 385,00 | 7 | 500,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 150 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 281 | 3,00 | 495 | 11,74 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 33 134 | 2 254 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 110 | 212 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 017 | 3,79 | 341 | 12,54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86 042 | 774,77 | 5 853 | 848,46 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 89 516 | 8,29 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15 207 | 37,88 | 1 034 | 58,35 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 884 | 332 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 878 | 400 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20 303 | 9,23 | 1 381 | 18,35 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 053 | 254 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 41 917 | 191,27 | 2 851 | 215,73 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 805 | 463 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 063 | 208 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 684 | 0,12 | 115 | 8,57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11 800 | 803 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 661 | 0,42 | 521 | 9,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 69 685 | 39,63 | 4 740 | 51,36 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 19 288 | 35,73 | 1 312 | 47,14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 975 | 202 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 56 423 | 13,31 | 3 838 | 22,82 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 747 | 323 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 131 | 15,80 | 757 | 25,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 153 253 | 52,23 | 10 438 | 70,33 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 144 650 | 3,15 | 9 839 | 11,82 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 835 | 533 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 11 139 | 8,44 | 758 | 17,55 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 15 890 | 20,63 | 1 081 | 30,75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 219 456 | 11,76 | 15 | 16,67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 262 | 29,50 | 290 | 40,29 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 541 | 7,76 | 921 | 16,88 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 42 662 | 37,08 | 3 | 100,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8 496 | 128,76 | 578 | 147,64 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 21 900 | 1 490 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 139 471 | 4,68 | 9 487 | 13,47 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 10 031 | 663 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 204 723 | 1,73 | 13 925 | 10,28 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 83 672 | 21,06 | 5 691 | 31,22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 166 933 | 11 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 30 053 | 16,50 | 2 044 | 26,33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 414 | 7,60 | 640 | 16,79 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 962 | 1,61 | 133 | 9,92 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5 | 0 | ||||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 58 808 | 44,20 | 3 847 | 28,89 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 20 534 | 14,41 | 1 397 | 23,98 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 34 376 | 2 338 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 130 604 | 6,57 | 8 884 | 15,53 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 9 805 | 0,07 | 667 | 8,47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 126 | 14,50 | 417 | 24,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 217 718 | 11,13 | 14 809 | 20,47 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 537 | 0,11 | 241 | 8,60 |
