Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF, omfatter RFP Financial Group LLC, Altus Wealth Management, LLC, Systelligence, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Janney Montgomery Scott LLC, Foronjy Financial Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Founders Financial Securities Llc, Bank Of America Corp /de/, Goodwin Investment Advisory, Precision Wealth Strategies, LLC, Forza Wealth Management, LLC, Betterment LLC, Chicago Partners Investment Group LLC, Belpointe Asset Management LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Brighton Jones Llc, First Trust Advisors Lp, og Independent Advisor Alliance .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Diversified Trust Co | 2.200 | 1,62 | 242 | 8,07 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 34.018 | 3.741 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 861 | 11,67 | 95 | 18,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 550.308 | 5,87 | 60.517 | 12,94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1.871 | 206 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 295.389 | 32.484 | ||||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 20.914 | 2.300 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8.610 | 947 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4.896 | 5,15 | 538 | 12,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109.810 | 2,45 | 12.278 | 11,11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35.025 | 112,74 | 3.852 | 126,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 246 | 27 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 166.540 | 19,27 | 18.315 | 27,23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19.925 | 2.191 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 67.519 | 15,05 | 7.457 | 23,26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3.536 | 274,58 | 389 | 304,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.087.139 | 18,45 | 119.553 | 26,35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 569.993 | 29,48 | 62.682 | 38,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30.006 | 254,56 | 3.300 | 278,33 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19.574 | 2,03 | 2.153 | 8,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.909 | 63,38 | 1.420 | 74,32 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 281.722 | 2,16 | 30.981 | 8,98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2.898 | 319 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 34 | 4 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 122.472 | 1.013,18 | 13.468 | 1.087,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50.616 | 1,41 | 5.566 | 8,18 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 111 | 12 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3.805 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 705 | 23,25 | 78 | 32,76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4.396 | 4,52 | 483 | 12,59 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 487 | 83,08 | 54 | 96,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.052 | 116 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.930 | 217,18 | 1.202 | 238,31 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 21.138 | 2.325 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 25.759 | 176,35 | 2.656 | 178,59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93.407 | 12,38 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.732 | 5,52 | 300 | 12,78 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5.602 | 25,58 | 616 | 34,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 84.316 | 143,70 | 9.272 | 160,01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2.588 | 285 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 471.667 | 51.869 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 11.858 | 1.304 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 17.100 | 1.880 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 225.802 | 8,51 | 24.831 | 15,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96.369 | 120,91 | 10.598 | 137,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9.075 | 3,42 | 998 | 10,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8.120 | 6,93 | 893 | 14,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.751 | 87.450,00 | 193 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 3.675 | 14,56 | 404 | 22,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13.833 | 8,38 | 1.521 | 15,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 148.689 | 28,58 | 16 | 45,45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26.547 | 4,45 | 2.949 | 12,56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9.117 | 1.003 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 27.418 | 22,95 | 3.015 | 31,14 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 16.840 | 235,99 | 1.852 | 258,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50.655 | 8,95 | 5.571 | 16,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 174.000 | 24,31 | 19.135 | 32,60 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2.375 | 261 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3.371 | 378 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15.695 | 1,26 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.672 | 184 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 5.939 | 0,41 | 652 | 7,06 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5.435 | 0,09 | 598 | 6,80 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4.307 | 25,13 | 474 | 33,62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4.634 | 274,01 | 510 | 300,79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.629 | 179 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 816 | 90 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 8.075 | 1,74 | 888 | 8,56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15.763 | 20,70 | 1.733 | 28,75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56.110 | 38,41 | 6.170 | 47,64 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 4.069 | 0,22 | 448 | 6,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 31.640 | 557,66 | 3.479 | 602,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 78.206 | 14,08 | 8.600 | 21,71 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15.893 | 4,78 | 1.748 | 11,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13.572 | 21,42 | 1.493 | 29,51 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 10.103 | 11,10 | 1.111 | 18,57 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.369 | 17,28 | 261 | 26,21 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2.410 | 1,56 | 265 | 8,20 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2.516 | 277 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 135.020 | 8,42 | 14.848 | 15,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4.125 | 175,92 | 454 | 194,16 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 2.516 | 277 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 143.913 | 35,19 | 15.758 | 44,89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 169.949 | 17,27 | 18.689 | 25,10 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1.971 | 217 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5.512 | 32,82 | 606 | 41,92 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 4.352 | 479 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29.462 | 13,18 | 3.240 | 20,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.310 | 319,62 | 1.134 | 347,83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3.491 | 10,76 | 384 | 18,21 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 66 | 6.500,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12.489 | 1.374 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 64.082 | 23,49 | 7.047 | 31,74 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 109.910 | 12.087 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2.629 | 289 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 48.912 | 5.379 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 444.410 | 60,14 | 48.864 | 69,17 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 72.384 | 9,61 | 7.960 | 16,94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28.788 | 3 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2.875 | 316 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5.199 | 42,32 | 1 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3.186 | 0,06 | 350 | 6,71 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 61.533 | 68,08 | 6.767 | 79,28 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 145.395 | 16 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 977 | 1.121,25 | 108 | 1.237,50 |
