Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF, omfatter Two Sigma Investments, Lp, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Integrity Alliance, Llc., Catalyst Financial Partners Llc, SFI Advisors, LLC, Sovran Advisors, LLC, Concord Asset Management, LLC/VA, GW&K Investment Management, LLC, O'shaughnessy Asset Management, Llc, MTM Investment Management, LLC, Briaud Financial Planning, Inc, og Activest Wealth Management .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 10.839 | 19,60 | 626 | 29,61 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 449.830 | 1,33 | 25.991 | 9,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 792 | 58,08 | 46 | 73,08 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18.003 | 2,09 | 1.040 | 10,64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.755 | 84,16 | 621 | 99,68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 255.347 | 66,23 | 14.754 | 80,16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9.075 | 484 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54.856 | 125,49 | 3.170 | 144,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8.052 | 0,01 | 465 | 8,39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3.915 | 1,08 | 226 | 9,71 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 231.184 | 43,81 | 13.358 | 55,88 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 17.048 | 0,02 | 985 | 8,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.941 | 8,86 | 517 | 15,96 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 25.756 | 20,12 | 1.488 | 30,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 366.161 | 21.157 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 46.093 | 15,01 | 2.663 | 24,67 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 360.719 | 3,03 | 20.842 | 11,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100.781 | 4,28 | 5.823 | 13,05 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 219.600 | 1,71 | 11.764 | -3,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216.793 | 2,71 | 12.526 | 11,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 920 | 0,11 | 53 | 8,16 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24.263 | 0,83 | 1.402 | 9,28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 559 | 0,18 | 32 | 10,34 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3.915 | 226 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 114 | 7 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 26.584 | 4,07 | 1.536 | 12,86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69.016 | 3.988 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 44.151 | 6,34 | 2.551 | 15,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24.172 | 22,38 | 1.397 | 32,70 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 183 | 11 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 66.052 | 3.718 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.980 | 346 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 350 | 20 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16.970 | 232,35 | 981 | 260,29 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 4.646.943 | 15,97 | 268.500 | 25,69 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18.712 | 1,48 | 1.081 | 9,97 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 122.806 | 0,02 | 7.096 | 8,40 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 592.265 | 19,22 | 34.221 | 29,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 857 | 29,65 | 50 | 40,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 261.811 | 1,28 | 15.127 | 9,78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 139.399 | 0,57 | 8.054 | 10,10 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.444 | 0,67 | 199 | 8,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38.988 | 63,77 | 2.253 | 77,46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 334.900 | 1,62 | 19.253 | 13,91 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7.345 | 15,45 | 424 | 25,07 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 26.764 | 12,33 | 1.546 | 21,73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 36.165 | 2.090 | ||||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 4.955 | 0,08 | 286 | 8,75 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 279.548 | 1,55 | 16.152 | 10,06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2.680.538 | 1,82 | 154.882 | 10,36 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14.823 | 4,08 | 862 | 13,44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.646 | 124,60 | 384 | 143,04 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 90.401 | 28,57 | 5.223 | 39,35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 449.356 | 8,86 | 25.964 | 17,99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4.493 | 259 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 2.405.926 | 16,21 | 139.014 | 25,96 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.067 | 68,83 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3.757 | 217 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 26.391 | 30,00 | 1.525 | 38,55 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 53.284 | 87,07 | 3.079 | 102,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 506.359 | 5,08 | 29 | 16,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.969 | 0,04 | 460 | 8,49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71.733 | 154,46 | 4.145 | 175,90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.232.585 | 2,16 | 71.219 | 10,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 671.995 | 0,86 | 38.828 | 9,32 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 5.402.688 | 0,19 | 312.167 | 8,59 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 5.494 | 317 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9.348 | 21,47 | 540 | 31,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 300 | 17 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 28.571 | 11,25 | 1.651 | 18,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25.393 | 2,64 | 1.467 | 11,31 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2.875 | 9,03 | 166 | 18,57 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13.486 | 3,48 | 779 | 12,25 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 999.063 | 1,23 | 57.726 | 9,72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.639 | 210 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 89.724 | 8,11 | 5.158 | 26,61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7.021 | 55,99 | 406 | 69,46 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 3.479.632 | 16,42 | 201.053 | 26,18 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9.338 | 0,59 | 540 | 9,11 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 59.540 | 4,62 | 3.440 | 13,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.143.686 | 36,51 | 123.862 | 47,96 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 54.982 | 78,35 | 3.177 | 93,30 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13.082 | 756 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 289.214 | 5,25 | 16.604 | 14,48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 55.075 | 7,10 | 3.182 | 16,09 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 318.428 | 10,83 | 18.399 | 20,11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 98.351 | 1,01 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 36.396 | 42,88 | 2.100 | 55,02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 7,69 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.221 | 244 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 14.512 | 0,84 | 838 | 9,26 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 2.384.561 | 17,76 | 137.780 | 27,63 | ||||
| 2025-08-04 | 13F | Balentine LLC | 5.619.451 | 0,18 | 324.692 | 8,58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6.027 | 348 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4.287 | 0,19 | 248 | 8,33 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 41.995 | 2,21 | 2.426 | 10,78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3.775 | 218 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 52.215 | 11,47 | 3.017 | 20,78 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 13.559 | 19,15 | 783 | 29,21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 540.620 | 4,19 | 31.237 | 12,93 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 364 | 0 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 13.855 | 801 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 26.653 | 27,95 | 1.542 | 38,83 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 232.200 | 13.417 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7.736 | 447 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 182.632 | 207,50 | 10.552 | 233,29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20.645.448 | 8,81 | 1.192.894 | 17,93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41.385 | 3,59 | 2.391 | 12,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 575.217 | 19,01 | 33.236 | 28,99 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 195.355 | 18,87 | 11.288 | 28,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69.803 | 2,22 | 4.033 | 10,80 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 17 | 0 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5.487 | 317 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4.134 | 4,13 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 252.580 | 12,45 | 14.594 | 21,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7.204 | 61,24 | 416 | 74,79 |
