Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF, omfatter Advisor OS, LLC, Key FInancial Inc, Kestra Private Wealth Services, Llc, Aviso Financial Inc., Alerus Financial Na, og AlphaCore Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60.002 | 0,00 | 2.597 | 6,35 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4.992 | 1,34 | 216 | 8,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5.591 | 0 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 18.921 | 0,06 | 819 | 6,50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75.213 | 9,35 | 3.256 | 16,29 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 12.862 | 10,28 | 557 | 17,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30.875 | 7,36 | 1.337 | 14,19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 419.499 | 6,44 | 18.160 | 13,22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 30.891 | 4,42 | 1.337 | 11,05 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 29.217 | 7,44 | 1.265 | 14,29 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27.895 | 33,19 | 1.208 | 41,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.217 | 96 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 31.289 | 1,58 | 1.355 | 8,06 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 11.080 | 0,46 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14.001 | 9,37 | 606 | 16,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104.019 | 161,35 | 4.503 | 178,07 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 7.500 | 325 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 24.567 | 1 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.049 | 11,64 | 1.431 | 18,77 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 396.365 | 13,21 | 17.159 | 20,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 201 | 0,50 | 9 | 0,00 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 62.493 | 1,33 | 2.705 | 7,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 85.378 | 32,50 | 3.707 | 41,43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4.644 | 201 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16.169 | 4,84 | 700 | 11,48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 6.825 | 8,75 | 295 | 15,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 633.845 | 0,72 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 204 | 385,71 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.190.231 | 5,53 | 51.525 | 12,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4.754 | 206 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4.910 | 213 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 207.340 | 11,03 | 9.405 | 23,74 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 33.391 | 10,61 | 1.446 | 17,67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.283 | 0,22 | 99 | 6,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 567 | 16,91 | 25 | 26,32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11.291 | 5,98 | 489 | 12,70 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1.444.721 | 1,36 | 62.542 | 7,81 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 310 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.054.911 | 0,72 | 88.957 | 7,13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22.287 | 1,03 | 965 | 7,47 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 9.452 | 5,49 | 409 | 12,36 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 46.503 | 30,50 | 2.013 | 38,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5.253 | 3,94 | 227 | 10,73 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.771 | 6,55 | 250 | 13,18 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2.100 | 481,72 | 91 | 542,86 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 33.887 | 1,13 | 1.467 | 7,56 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6.686 | 289 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18.804 | 13,43 | 814 | 20,77 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 115.557 | 9,83 | 5.002 | 16,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 184.564 | 4,25 | 7.990 | 10,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76.111 | 846,18 | 3.295 | 907,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19.428 | 2,18 | 841 | -3,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 812 | 223,51 | 0 | |||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 600 | 26 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17.993 | 0,40 | 779 | 6,72 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 28.648 | 10,06 | 1.246 | 17,56 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 671 | 235,50 | 29 | 314,29 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 210 | 9 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 19.243 | 19,80 | 833 | 27,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38.555 | 14,89 | 1.669 | 22,27 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7.206 | 312 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 168.224 | 10,28 | 7.282 | 17,30 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 12.089 | 0,01 | 540 | 9,78 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 420 | 0,24 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 6.695 | 0,01 | 803 | -2,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8.867 | 58,54 | 384 | 68,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 809.267 | 51,31 | 35.033 | 60,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19.583 | 0,01 | 848 | 6,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35.853 | 0,63 | 1.552 | 7,03 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 11.638 | 2,86 | 504 | 9,35 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 101.912 | 12,62 | 4.412 | 19,77 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 177.673 | 44,56 | 7.691 | 53,76 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 49.549 | 5,21 | 2.145 | 11,90 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 7.312 | 0,26 | 317 | 3,27 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 23.173 | 0,05 | 1.003 | 6,48 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 29.989 | 7,78 | 1.286 | 16,08 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 52.502 | 0,19 | 2.273 | 6,57 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 18.935 | 0,25 | 820 | 6,64 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 12.795 | 2,04 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.847 | 22,42 | 340 | 30,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 47.251 | 16,54 | 2.045 | 23,94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 392.822 | 4,48 | 17.005 | 11,13 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 38.162 | 4,05 | 1.652 | 10,72 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4.704 | 204 |
