Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF, omfatter Signature Estate & Investment Advisors Llc, Sovran Advisors, LLC, CPR Investments Inc., Bravias Capital Group, LLC, Evolution Wealth Management Inc., EverSource Wealth Advisors, LLC, DHJJ Financial Advisors, Ltd., Total Investment Management Inc, og Briaud Financial Planning, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 112.625 | 24,93 | 6.934 | 25,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 5.634 | 6,34 | 347 | 6,44 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 695 | 0,87 | 43 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4.556 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180.580 | 397,66 | 11.137 | 397,36 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7.775 | 0,80 | 479 | 0,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.902 | 14,84 | 672 | 14,87 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 128.846 | 0,28 | 7.946 | 0,19 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16.932 | 30,34 | 1.045 | 32,28 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 140.478 | 24,77 | 8.663 | 24,68 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 622 | 18,70 | 38 | 18,75 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.835 | 668 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 140.226 | 25,51 | 8.648 | 25,41 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 2.911 | 0,21 | 180 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 114.559 | 9,47 | 7.065 | 9,38 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6.082 | 0,91 | 375 | 1,08 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 228 | 0,44 | 14 | 7,69 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6.412 | 0,64 | 395 | 0,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 622.659 | 51,96 | 38.399 | 51,84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5.553 | 4,22 | 342 | 4,91 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10.613 | 0,06 | 655 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11.460 | 707 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 81.746 | 6,45 | 5.041 | 6,37 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 888 | 234 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 225.465 | 1,26 | 13.903 | 1,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.826 | 5,04 | 1 | |||||
| 2025-08-12 | 13F | Virtu Financial LLC | 8.373 | 1 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 21.391 | 2,40 | 1.319 | 2,33 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3.942 | 243 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193.541 | 9,94 | 11.936 | 9,85 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 658 | 0,61 | 41 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.061 | 22,61 | 682 | 22,66 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3.590 | 0,34 | 221 | 0,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.756 | 602 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6.495 | 1,09 | 401 | 1,01 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 460 | 0,88 | 28 | 0,00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6.198 | 4,94 | 382 | 4,95 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 234.236 | 14.445 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 3.318 | 205 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 3.420 | 211 | ||||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 37.591 | 12,97 | 2.318 | 12,91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6.957 | 0,56 | 429 | 0,70 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 8.344 | 0,06 | 515 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 864 | 234,88 | 53 | 253,33 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 444 | 0,45 | 27 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64.683 | 0,90 | 3.989 | 0,83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 7.012 | 5,32 | 432 | 5,37 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.439 | 0,62 | 150 | 0,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 10 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.078 | 0,35 | 1.362 | 0,29 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.305 | 1,97 | 266 | 4,74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 96.201 | 35,10 | 5.937 | 58,36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.374 | 12,25 | 85 | 12,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43.690 | 5,04 | 2.694 | 4,95 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 535.542 | 18,17 | 33 | 22,22 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 12.260 | 14,40 | 756 | 14,37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3.843 | 237 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 515 | 32 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 33.061 | 1,12 | 2.039 | 0,99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3.336 | 0,54 | 206 | 0,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30.619 | 1.888 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6.543 | 56,87 | 404 | 56,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14.762 | 34,03 | 910 | 34,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 597.901 | 1,36 | 36.873 | 1,27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 315.912 | 5,67 | 19.482 | 5,58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 310.516 | 2,26 | 19.150 | 2,18 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 23 | 0 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 124.851 | 2,21 | 7.700 | 5,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 147.427 | 3,21 | 9.092 | 3,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8.417 | 134,26 | 1 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 38.144 | 23,94 | 2.352 | 23,85 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 36.785 | 2.269 | ||||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 6.192 | 0,21 | 382 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8.879 | 3,05 | 548 | 3,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112.925 | 3,10 | 6.964 | 3,02 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 17.385 | 5,40 | 1.072 | 5,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 338 | 9,39 | 21 | 5,26 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 303 | 0,33 | 19 | 0,00 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 16.553 | 2,76 | 1.021 | 2,62 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 6.335 | 4.849,22 | 391 | 5.471,43 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4.046 | 251 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9.403 | 152,36 | 580 | 152,84 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 39.346 | 6.067,08 | 1 | -100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8.037 | 64,52 | 496 | 64,45 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 18.406 | 0,17 | 1.135 | 0,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.593 | 0,66 | 407 | 0,74 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 15.176 | 25,48 | 936 | 25,34 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 940 | 58 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 32.992 | 3,04 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 25 | 4,17 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 860 | 53 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 97.900 | 655,46 | 6.037 | 655,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 3.587 | 0,11 | 221 | 0,00 |
