Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF, omfatter StoneCrest Wealth Management, Inc., Midwest Trust Co, First Citizens Bank & Trust Co, Elequin Capital Lp, First Trust Advisors Lp, Diversified Trust Co, Calton & Associates, Inc., Citizens Financial Group Inc/ri, Diversify Advisory Services, LLC, Nbc Securities, Inc., Nordwand Advisors, LLC, Smallwood Wealth Investment Management, LLC, Strategic Wealth Partners, Ltd., UMA Financial Services, Inc., Skopos Labs, Inc., og CENTRAL TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.828 | 7,53 | 118 | 9,26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10.570 | 258 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 15.372 | 376 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 345.102 | 8.438 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 95.587 | 5,51 | 2.337 | 6,42 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 52.622 | 0,19 | 1.287 | 1,02 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1.600 | 39 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 25.954 | 0,55 | 635 | 1,44 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 39.652 | 969 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14.721 | 33,62 | 360 | 34,46 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 20.995 | 48,54 | 513 | 50,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 47.270 | 86,13 | 1.156 | 87,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81.349 | 37,08 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1.435 | 35 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 189.326 | 4,52 | 4.629 | 5,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169.066 | 57.016,89 | 4.134 | 58.942,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13.346 | 29,13 | 326 | 30,40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1.000 | 24 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 203.814 | 2.329,25 | 4.983 | 2.354,68 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12.623 | 32,59 | 309 | 33,91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 124.305 | 2,63 | 3.039 | 3,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47.490 | 4,42 | 1.161 | 5,35 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21.617 | 129,04 | 529 | 131,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16.748 | 0,88 | 409 | 1,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44.282 | 10,75 | 1.083 | 11,89 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1.935.255 | 22.363,78 | 1.946 | 835,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 580.324 | 26,41 | 14.189 | 27,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 315.760 | 5,20 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.043.609 | 2,22 | 25.516 | 3,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 36.992 | 1,43 | 904 | 2,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 221 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111.400 | 157,00 | 2.724 | 159,33 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1.208.994 | 8,76 | 29.560 | 9,70 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74.809 | 10,45 | 1.833 | 11,64 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 100.915 | 23,19 | 2.467 | 24,28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1.078 | 26 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20.474 | 0,56 | 501 | 1,42 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 81.735 | 7,36 | 1.998 | 8,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19.496 | 16,11 | 477 | 16,95 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9.837 | 241 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.176.181 | 30,18 | 28.758 | 31,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33.324 | 1,66 | 815 | 2,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 156.879 | 2,51 | 3.836 | 3,40 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18.000 | 440 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 73.128 | 4,21 | 1.788 | 5,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30.406 | 1,79 | 745 | 2,76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 174.708 | 3,84 | 4.272 | 4,73 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 76.574 | 1.872 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91.743 | 10,08 | 2.243 | 11,04 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9.028 | 0,45 | 221 | 1,38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22.080 | 15,85 | 540 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 551.527 | 4,00 | 13.486 | 4,91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 12.827 | 9,74 | 314 | 10,60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391.247 | 4,20 | 9.566 | 5,10 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40.568 | 4,28 | 992 | 5,09 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 70.279 | 1.718 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.462.600 | 11,63 | 35.761 | 12,59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 265 | 6 | ||||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 342.707 | 336,84 | 8.379 | 340,77 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12.029 | 0,30 | 294 | 1,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 770 | 19 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15.565 | 381 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 175.937 | 1,95 | 4.302 | 2,85 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 114.306 | 10,41 | 2.795 | 11,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7.541 | 41,88 | 184 | 43,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 160.647 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 64.938 | 3,77 | 1.588 | 4,68 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 93.078 | 6,47 | 2.276 | 7,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.877 | 1,32 | 217 | 2,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46.200 | 5,90 | 1.130 | 6,81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 243.581 | 4,41 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.993.469 | 4,88 | 195.440 | 5,79 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 27.411 | 54,45 | 673 | 58,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 179.153 | 4,19 | 4.380 | 5,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44.156 | 37,44 | 1.077 | 38,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146.993 | 20,11 | 3.594 | 21,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 45.782 | 1.119 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.083.255 | 21,31 | 75.386 | 22,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9.265 | 227 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12.432 | 9,17 | 304 | 9,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8.964 | 220 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.715 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 52.466 | 0,33 | 1.283 | 1,18 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 29.923 | 1,22 | 732 | 2,09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1.384.622 | 0,47 | 33.854 | 1,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 721.147 | 14,75 | 17.633 | 15,74 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226.080 | 4,51 | 5.528 | 5,42 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 264.159 | 61,81 | 6.459 | 63,20 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10.000 | 244 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 100.937 | 4,19 | 2.468 | 5,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.343 | 136,19 | 57 | 137,50 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 50.671 | 1.239 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 127 | 3 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 25.952 | 635 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90.273 | 1,29 | 2.207 | 2,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98.313 | 975,99 | 2.404 | 987,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158.839 | 2,38 | 3.884 | 3,27 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 81.496 | 11,51 | 1.993 | 12,48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11.546 | 282 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12.905 | 0,05 | 316 | 0,96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 375 | 9 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 15.504 | 0,30 | 379 | 1,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115.026 | 22,58 | 2.812 | 23,66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 66.372 | 0,91 | 1.623 | 1,76 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 20.002 | 0,22 | 489 | 3,16 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 20.813 | 0,09 | 509 | 0,79 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 625.900 | 16,90 | 15.303 | 17,91 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 259.445 | 19,99 | 6.343 | 21,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 47.308 | 29,24 | 1.157 | 30,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 12,97 | 23 | 15,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5.060 | 0,74 | 0 | |||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 18.625 | 0,10 | 455 | 0,89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 2.267 | 1,34 | 55 | 1,85 |
