Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF, omfatter Banque Transatlantique SA, Trask Adam Roland, Great Valley Advisor Group, Inc., Friday Financial, XTX Topco Ltd, Legacy Financial Independent Advisors Llc, Proactive Wealth Strategies LLC, Vantus Wealth LLC, LaSalle St. Investment Advisors, LLC, Haverford Trust Co, Spartan Wealth Advisory Services LLC, N.E.W. Advisory Services LLC, Ameliora Wealth Management Ltd., SageView Advisory Group, LLC, Lloyd Advisory Services, LLC., Trust Co Of Vermont, Wilkerson Advisory Group LLC, Nova Wealth Management, Inc., First Community Trust Na, og High Note Wealth, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 16 | 0 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 92 | 1 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 752 | 1,48 | 8 | 0,00 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 36.089 | 58,11 | 393 | 53,13 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13.273 | -7,72 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 42.314 | 11,77 | 460 | 8,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.697.789 | 0,88 | 18.472 | -2,35 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 26.783 | 66,37 | 291 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 10.628 | 116 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 12.288 | 138 | ||||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 75.491 | 283,94 | 821 | 271,49 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 315.639 | 6,04 | 3.434 | 2,66 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 40.072 | 6,27 | 436 | 2,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 10.609 | 0,08 | 115 | -3,36 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 38.701 | 421 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 126 | 1 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2.800 | 31 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 167.288 | 27,62 | 1.880 | 23,68 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 10.278.204 | 40,39 | 111.827 | 35,89 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.229.982 | 501,89 | 13.382 | 482,84 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 61.159 | 5,89 | 665 | 2,47 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 354.246 | 1,51 | 3.854 | -1,73 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 0 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 9.258.895 | 73,21 | 100.737 | 67,66 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12.891 | 1,87 | 140 | -1,41 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 41.237 | 2,40 | 449 | -5,08 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 6.758 | 2,33 | 74 | -1,35 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 82.550 | 25,33 | 898 | 21,35 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 32.965 | 0,54 | 359 | -2,72 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 21.600 | 32,92 | 235 | 29,12 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 826 | 20.550,00 | 9 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 10.565 | 0,66 | 115 | -2,56 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 10.851 | 118 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 17.995 | 196 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 41.047 | 8,23 | 447 | 4,69 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 121.097 | 0,76 | 1.318 | -2,44 | ||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 167.863 | 9,64 | 1.826 | 6,16 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 113.320 | 0,57 | 1.233 | -2,69 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 307.169 | 27,44 | 3.342 | 23,33 | ||||
| 2026-05-12 | 13F | Creative Planning | 523.278 | 1,22 | 5.693 | -2,01 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 925 | 10 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.214 | 7,27 | 274 | 3,79 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 9.139 | 0,10 | 99 | -2,94 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.252 | 14 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 736.148 | 2,55 | 8.252 | 2,28 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 79 | 295,00 | 1 | |||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.273 | 1,25 | 25 | -4,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 126.695 | 4,22 | 192 | -86,02 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 1.389.774 | 3,28 | 15.121 | -0,03 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 206 | 2 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 14.077 | 153 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6.610 | 2,32 | 74 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 20.794 | 0,01 | 226 | -3,00 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 52.267 | 0,22 | 569 | -3,07 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 21.229 | 0,51 | 231 | -2,95 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 71.449 | 2,95 | 777 | -0,38 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.627 | 1,56 | 18 | -5,56 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 19.607 | 0,89 | 213 | -2,29 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.416 | 0,74 | 113 | -2,59 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 102.962 | 12,74 | 1.120 | 9,16 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 14.339 | 1,56 | 156 | -1,27 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 440.393 | 0,15 | 4.791 | -3,06 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 49.096 | 0,66 | 534 | -2,55 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.586 | 1,10 | 148 | -2,65 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 91 | 1 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 224.902 | 0,53 | 2.447 | -2,70 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 680.404 | 3,78 | 7.403 | 0,45 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.280 | 14 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.275 | 57 | ||||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 5.469 | 0,40 | 60 | -3,28 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 11.775 | 128 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 270.002 | 23,46 | 3.035 | 19,64 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.737.072 | 0,98 | 29.779 | -2,26 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 663.212 | 9,76 | 7.216 | 6,24 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 33.721 | 186,74 | 367 | 177,27 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 81.133.531 | 3,42 | 882.733 | 0,11 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 458.900 | 56,66 | 4.993 | 51,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25.992 | 100,00 | 283 | 93,15 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 108.050 | 1,31 | 1.176 | -1,92 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 7.806 | 11,45 | 85 | 7,69 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 594 | -24,43 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 130.556 | 0,56 | 1.420 | -2,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 537.436 | 3,42 | 5.847 | 0,10 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 69.778 | 2,15 | 759 | -1,04 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 4.041 | 0,10 | 44 | -4,44 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 413.477 | 8,49 | 4.499 | 5,02 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 93.815 | 1,27 | 1.021 | -2,02 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 304.303 | 71,67 | 3.311 | 66,16 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 282 | 15,10 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 65.535 | 30,03 | 713 | 25,97 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 47.662 | 25,88 | 531 | 24,94 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.088 | 12 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.367.778 | 5,43 | 36.641 | 2,05 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 94.608 | 15,01 | 1.029 | 11,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 38.505 | 12,80 | 419 | 9,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21.389 | 0,79 | 235 | -1,68 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 25.562 | 0,27 | 278 | -2,80 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 326.172 | 3.549 | ||||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 1.714 | 19 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 20.100 | 219 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 435.531 | 4.739 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 2.000 | 22 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22.582 | 32,62 | 246 | 28,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 19.507 | 5,00 | 220 | 5,29 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127.983 | 1,48 | 1.392 | -1,76 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 10.641 | 1,55 | 116 | -1,71 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 27.098 | 0,15 | 295 | -3,29 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 158.201 | 6,70 | 1.721 | 3,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35.311 | 0 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 23.991 | 20,37 | 261 | 16,52 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 34.527 | 17,95 | 385 | 17,02 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 296.689 | 63,33 | 3.228 | 58,11 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 5.077 | 55 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 23.643 | 6,06 | 257 | 2,80 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 129.505 | 1,17 | 1.409 | -2,02 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 116.593 | 6,19 | 1.265 | 2,43 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.467 | 49 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 10.632 | 0,69 | 120 | -2,46 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 752 | 8 | ||||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 357.778 | 6,78 | 3.893 | 3,35 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24.362 | 0,20 | 265 | -2,93 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 106.192 | 33,52 | 1.155 | 29,34 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 64.188 | 698 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 27.297 | 36,42 | 0 | |||||
| 2026-04-14 | 13F | Joule Financial, LLC | 12.481 | 0,81 | 136 | -2,88 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 191 | 2 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 16.421 | 179 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 290 | 3 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 10.373 | 113 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 199.079 | 1,44 | 2.166 | -1,81 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 664.411 | 12,61 | 7.229 | 9,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 39.000 | 127,64 | 424 | 120,83 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 578.277 | 6,99 | 6.292 | 3,56 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 33.050 | 6,23 | 360 | 2,87 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 1.404 | 0,65 | 15 | 0,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 116.043 | 4,93 | 1.263 | 1,53 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 480.087 | 2,04 | 5.223 | -1,23 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 480 | 5 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 10.134 | 0 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 165.744 | 21,36 | 1.803 | 17,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 938.873 | 2,13 | 10.215 | -1,14 | ||||
| 2026-04-30 | 13F | Stonebridge Advisors Llc | 1.223.779 | 54,44 | 13.315 | 49,49 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 4.343 | 32,09 | 47 | 30,56 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 27.141 | 295 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 57.605 | 0,71 | 627 | -2,49 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 70.605 | 7,67 | 768 | 4,21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 26.316 | 84,40 | 286 | 78,75 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 954.689 | 0,16 | 10.387 | -3,04 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 100.000 | 1.088 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 59.987 | 1,06 | 653 | -2,25 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 24.791 | 7,33 | 270 | 3,86 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 77.538 | 844 | ||||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 67 | 1 | ||||||
| 2026-04-13 | 13F | First Hawaiian Bank | 273.162 | 4,06 | 2.972 | 0,75 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 59.596 | 1,56 | 648 | -1,67 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 10.200 | 111 | ||||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 161 | 2 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 22.957 | 249 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 169 | 2 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 14.843 | 162 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 11.305 | 19,88 | 123 | 16,19 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.895 | 1,54 | 32 | -3,12 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 75.610 | 6,79 | 823 | 3,40 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 16.794 | 0,21 | 183 | -3,19 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 140.795 | 0,29 | 1.532 | -2,92 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 14.596 | 25,87 | 159 | 21,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 146.141 | 25.538,77 | 1.590 | 26.400,00 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 15.132 | 3,91 | 165 | 0,61 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 17.246 | 188 | ||||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 2.088 | 1,56 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 30.572 | 168,20 | 336 | 162,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 104.196 | 438,48 | 1.134 | 422,12 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 16.779 | 3,63 | 183 | 0,55 | ||||
| 2026-04-16 | 13F | Friday Financial | 18.923 | 206 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4.143 | 45 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 4.812 | 52 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.400 | 26 | ||||||
| 2026-04-09 | 13F | Beech Hill Advisors, Inc. | 49.280 | 10,42 | 536 | 6,99 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 51 | 2,00 | 1 |
