Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF, omfatter Venturi Wealth Management, LLC, Sovran Advisors, LLC, AlphaCore Capital LLC, og Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 202.000 | 86,61 | 9.201 | 84,09 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56.910 | 1,53 | 2.592 | 0,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 239.598 | 4,32 | 10.914 | 2,90 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 245.703 | 11.192 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35.384 | 1,91 | 1.612 | 0,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 17.412 | 0,95 | 793 | -0,38 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16.586 | 0,01 | 755 | -1,31 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12.841 | 48,55 | 585 | 46,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 150 | 7 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 28 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 7.684 | 1,04 | 350 | -0,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7.841 | 0,19 | 357 | -1,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 71 | 208,70 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 16.808 | 16,88 | 766 | 15,21 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 164 | 0,61 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 86.617 | 0,99 | 3.945 | -0,38 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 6.782 | 14,25 | 309 | 12,41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.543 | 1,45 | 70 | 0,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13.128 | 7,71 | 598 | 6,23 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 4.646 | 0,67 | 212 | -0,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 113 | 5 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44.536 | 32,74 | 2.031 | 32,16 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 473 | 0,42 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 61.300 | 68,87 | 2.792 | 66,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15.005 | 18,09 | 683 | 16,55 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 8.492 | 18,72 | 387 | 16,97 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 21.747 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 45.387 | 26,31 | 2.067 | 24,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 222.473 | 4,23 | 10.134 | 2,82 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 223.270 | 5,97 | 10.170 | 4,53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 21.411 | 12,40 | 975 | 10,92 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 7.380 | 36,44 | 336 | 34,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5.022 | 13,47 | 229 | 11,76 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 6.678 | 0,77 | 304 | -0,33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 14.608 | 9,10 | 665 | 7,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 593 | 4.461,54 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5.314 | 246 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.540 | 0,73 | 207 | -2,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22.028 | 1.003 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18.576 | 0,56 | 846 | -0,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 27.028 | 2,68 | 1.231 | 1,32 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 73 | 1,39 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 24.143 | 3,14 | 1.100 | 1,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58.431 | 1,74 | 2.662 | 0,38 |
