Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF, omfatter Ballast, Inc., Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, og Twin Peaks Wealth Advisors, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12.140 | 0,41 | 924 | 5,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20.250 | 4,42 | 1.541 | 9,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.200 | 91 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 22.138 | 8,87 | 1.685 | 14,25 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5.873 | 0,07 | 447 | 4,94 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 654 | 0,46 | 50 | 6,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93.885 | 3,95 | 7.287 | 11,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6.658 | 2,94 | 507 | 7,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17.657 | 1.344 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 92.116 | 1,58 | 7.011 | 6,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6.184 | 13,41 | 471 | 18,99 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 10 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.822 | 2,46 | 1.892 | 7,57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21.807 | 0,34 | 1.660 | 5,27 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 5.176 | 394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24.340 | 9,14 | 1.853 | 14,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.757 | 10,85 | 134 | 16,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 2.718 | 207 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 103.052 | 0,41 | 7.844 | 5,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11.340 | 11,58 | 863 | 17,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 105.298 | 74,61 | 8.015 | 83,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 645 | 0,31 | 49 | 6,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17.324 | 0,75 | 1.254 | 0,48 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7.746 | 5,17 | 590 | 11,76 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2.395 | 11,66 | 182 | 17,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 871 | 66 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10.599 | 23,30 | 800 | 29,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3.207 | 0,38 | 244 | 5,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9.206 | 7,91 | 701 | 13,27 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 18.638 | 0,94 | 1.419 | 5,90 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 366 | 0,55 | 28 | 3,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 41.204 | 0,95 | 3.136 | 5,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.148 | 35,38 | 87 | 42,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 132 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.617 | 8,08 | 656 | 13,32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19.444 | 42,33 | 1.477 | 48,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5.912 | 450 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 142.532 | 5,00 | 10.849 | 10,19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.650 | 1,36 | 278 | 6,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17.458 | 4,45 | 1.329 | 9,56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 42.176 | 6,36 | 3.210 | 11,61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7.900 | 601 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 80.446 | 6.123 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4.965 | 1,51 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 368 | 28 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9.632 | 11,92 | 733 | 17,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 297 | 23 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53.623 | 4,05 | 4.081 | 9,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4.545 | 42,34 | 346 | 49,35 |
