Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF includono EWG Elevate Inc., Grimes & Company, Inc., Wealth Advisory Team LLC, Beta Wealth Group, Inc., PFG Investments, LLC, Pacific Sun Financial Corp, Accurate Wealth Management, LLC, Lowe Brockenbrough & Co Inc, Smallwood Wealth Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, EverSource Wealth Advisors, LLC, e Duncker Streett & Co Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.705 | 0,75 | 794 | 13,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.006 | 30,57 | 1.742 | 45,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3.271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7.561 | 3,62 | 473 | 16,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159.370 | 0,06 | 9.961 | 12,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83.171 | 1,72 | 5.198 | 14,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.205 | 200 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6.323 | 8,59 | 395 | 21,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3.970 | 248 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7.106 | 444 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 129.830 | 37,64 | 8.114 | 54,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72.704 | 12,91 | 4.544 | 26,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.760 | 11,84 | 298 | 25,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57.480 | 0,40 | 3.592 | 12,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.999 | 16,59 | 2.500 | 30,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151.347 | 14,43 | 9.491 | 28,80 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7.039 | 440 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60.004 | 3.750 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5.208 | 326 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.460 | 216 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125.003 | 32,29 | 7.813 | 48,46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6.939 | 0,80 | 434 | 22,66 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7.274 | 1,54 | 455 | 14,07 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3.260 | 204 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.028 | 1,28 | 695 | 14,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.668 | 7,89 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60.774 | 3.798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61.488 | 0,21 | 3.984 | 16,56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16.884 | 10,96 | 1.055 | 24,56 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3.305 | 207 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.981 | 436 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.471 | 2,82 | 529 | 15,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.470 | 1,01 | 654 | 13,34 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4.275 | 0,47 | 267 | 13,14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1.135 | 71 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17.495 | 1.093 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.215 | 37,52 | 263 | 58,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57.584 | 6,06 | 3.599 | 19,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161.095 | 0,98 | 10.068 | 13,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57.827 | 14,31 | 3.614 | 28,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516.104 | 1,34 | 32.256 | 13,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45.914 | 13,92 | 2.870 | 27,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4.729 | 0 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8.418 | 0,21 | 526 | 12,63 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20.692 | 25,19 | 1.293 | 40,54 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4.298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5.125 | 166,23 | 320 | 199,07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3.494 | 218 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103,89 | 52 | 136,36 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36.265 | 1,55 | 2.020 | 4,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423.184 | 33,43 | 26.449 | 49,75 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1.345 | 84 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10.719 | 1,71 | 670 | 14,16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.924 | 245 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3.509 | 219 | ||||||
| 2025-08-08 | 13F | Creative Planning | 7.631 | 0,04 | 477 | 12,26 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.000 | 62 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
