Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF, omfatter Maltin Wealth Management, Inc., Redhawk Wealth Advisors, Inc., Glenmede Investment Management, LP, Colony Group, LLC, Maridea Wealth Management LLC, RiverFront Investment Group, LLC, McKinley Carter Wealth Services, Inc., Capital Investment Advisors, LLC, Northern Trust Corp, Rollins Financial Advisors, LLC, Sentinel Pension Advisors Inc, Cutler Investment Counsel Llc, Crossmark Global Holdings, Inc., Assetmark, Inc, Harbor Asset Planning, Inc., Abound Wealth Management, Newbridge Financial Services Group, Inc., Pin Oak Investment Advisors Inc, Cullen/frost Bankers, Inc., og Binnacle Investments Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 19.174 | 8,43 | 1.101 | 19,70 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 721 | 0,84 | 41 | 10,81 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 154 | 9 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.030 | 0,39 | 59 | 11,32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 3.502 | 201 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.322.481 | 23,87 | 75.937 | 36,81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3.015 | 728,30 | 173 | 861,11 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 56.530 | 55,61 | 3.246 | 86,60 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4.498 | 258 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.229 | 71 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 311 | 18 | ||||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3.570 | 0 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 21.455 | 7,84 | 1.232 | 19,05 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 4.583 | 263 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74.861 | 0,16 | 4.331 | 11,48 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 205 | 1,49 | 12 | 10,00 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2.794 | 1,79 | 0 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 3.695 | 212 | ||||||
| 2025-08-08 | 13F | Creative Planning | 70.917 | 3,78 | 4.072 | 14,64 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 770 | 44 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 883 | 103,93 | 51 | 127,27 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1.768.322 | 1.858 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 66.099 | 1,65 | 3.795 | 12,28 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29.322 | 3,45 | 1.684 | 14,26 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 1.215.737 | 8,54 | 69.808 | 19,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21.117 | 2,90 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1.073 | 62 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 51.885 | 9,06 | 2.979 | 20,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 96.009 | 9.932,29 | 5.513 | 11.148,98 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 366.105 | 0,86 | 21 | 16,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 238 | 1,28 | 14 | 8,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.161 | 239 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 310 | 2,65 | 18 | 13,33 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4.182 | 240 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.138 | 65 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 378.017 | 10,81 | 21.706 | 22,38 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 7.764 | 57,26 | 446 | 73,83 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4.712 | 271 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.099 | 0,64 | 0 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 492 | 113,91 | 28 | 154,55 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 57.531 | 60,77 | 3.304 | 77,58 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 8.573 | 7,78 | 492 | 19,13 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.456 | 6,18 | 198 | 17,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116.602 | 64,29 | 6.695 | 81,44 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.680 | 3,88 | 154 | 14,18 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 83.720 | 4.807 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11.184 | 93,63 | 642 | 111,88 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10.555 | 5,70 | 606 | 16,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 125.291 | 7.194 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 114 | 7 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 624.071 | 5,04 | 35.834 | 16,02 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 884.052 | 1,55 | 50.762 | 12,15 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.396 | 1,00 | 1.286 | 11,55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 9.633 | 553 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 11.711 | 381,74 | 245 | 94,44 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14.057 | 134,09 | 807 | 158,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 27.953 | 4,41 | 1.605 | 15,38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7.314 | 0,22 | 420 | 10,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30.707 | 126,32 | 1.760 | 147,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.365 | 0,02 | 365 | 10,61 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36.006 | 4,71 | 2.067 | 15,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36.749 | 8,75 | 2.110 | 20,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 648.408 | 26,78 | 37.232 | 40,02 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7.804 | 447 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91.099 | 17,27 | 5.231 | 29,54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5.694 | 327 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 130.257 | 1,34 | 7.479 | 11,93 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 88.866 | 12,99 | 5.103 | 24,80 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 204 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7.368 | 39,73 | 423 | 54,38 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 15.022 | 0,54 | 863 | 11,08 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 607.809 | 4,39 | 34.900 | 15,30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.549 | 13,21 | 204 | 25,31 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 62.360 | 158,32 | 3.581 | 185,26 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.070 | 8,70 | 1.152 | 20,13 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9.485 | 46,10 | 545 | 61,42 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4.588.907 | 2,93 | 263.495 | 13,68 | ||||
| 2025-08-14 | 13F | UBS Group AG | 147.075 | 17,72 | 8.445 | 30,02 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 291.794 | 61,17 | 16.755 | 78,01 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 6.280 | 6,51 | 361 | 17,65 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85.820 | 4.928 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3.805 | 218 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 9.976 | 51,40 | 579 | 69,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 171.590 | 2,65 | 9.853 | 13,37 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 66.905 | 1,29 | 3.842 | 11,85 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 28.278 | 2,94 | 1.624 | 13,66 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 21.291 | 1,84 | 1.223 | 12,52 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 68.216 | 33,10 | 3.917 | 47,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11.861.260 | 1,38 | 681.074 | 11,97 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 232.516 | 6,97 | 13.351 | 18,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16.400 | 5,01 | 942 | 16,03 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 3.837 | 220 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 113 | 6 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16.062 | 1,81 | 922 | 12,44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 65.345 | 3.752 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1.294 | 161,94 | 74 | 196,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 88 | 11,39 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.841 | 10,31 | 106 | 22,09 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 39.595 | 0,80 | 2.274 | 11,31 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 76.931 | 0,87 | 4.417 | 11,40 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 10.496 | 63,34 | 603 | 80,24 |
