Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Value with Momentum ETF inkluderar Kingstone Capital Partners Texas, LLC, Harbor Asset Planning, Inc., Bank Of Montreal /can/, och Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 68 | 4 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 514 | 79 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 295 307 | 6,21 | 15 353 | 9,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 68 469 | 73,17 | 3 560 | 79,39 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 12 963 | 21,72 | 674 | 26,03 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 37 440 | 2 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 545 | 86,10 | 808 | 92,84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 711 | 869 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 169 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 45 468 | 59,79 | 2 364 | 65,48 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 313 944 | 6,27 | 16 322 | 10,06 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 33 071 | 0,15 | 1 719 | 3,74 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35 711 | 10,66 | 1 860 | 15,18 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 377 | 0,15 | 280 | 3,72 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 17 879 | 0,83 | 930 | 14,98 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 777 | 6,21 | 352 | 10,00 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 34 165 | 0,30 | 1 776 | 3,92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79 226 | 11,53 | 4 119 | 15,51 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 45 081 | 60,62 | 2 344 | 66,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 328 | 17 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 072 | 56 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 037 | 243,96 | 730 | 257,35 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 954 | 50 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 5 000 | 260 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 148 063 | 13,97 | 7 702 | 18,02 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 24 312 | 0,56 | 1 264 | 4,12 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 46 084 | 3,14 | 2 396 | 6,82 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 25 014 | 10,86 | 1 300 | 14,84 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8 986 | 0,53 | 467 | 4,24 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 133 | 13,28 | 111 | 17,02 | ||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 87 447 | 2,79 | 4 661 | 13,05 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 938 | 1,16 | 1 661 | 4,80 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 63 396 | 33,60 | 3 296 | 38,33 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 68 666 | 0,35 | 3 570 | 3,93 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 203 | 0,50 | 63 | 12,50 |
