Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF includono Cerity Partners LLC, Asset Allocation Strategies LLC, Harbor Asset Planning, Inc., Optima Capital Llc, Garden State Investment Advisory Services LLC, Y-Intercept (Hong Kong) Ltd, Hrt Financial Lp, Key FInancial Inc, Gotham Asset Management, LLC, RFG Advisory, LLC, Heritage Financial Services, LLC, Hickory Asset Management, Inc., Capital Investment Advisors, LLC, Hartland & Co., LLC, Beacon Capital Management, Inc., Thompson Investment Management, Inc., JNBA Financial Advisors, First Horizon Advisors, Inc., Parallel Advisors, LLC, e Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0,25 | 43 | 5,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43.024 | 39,85 | 4.487 | 48,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56.191 | 47,30 | 5.860 | 54,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110.982 | 4,07 | 11.574 | 9,26 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.743 | 11,23 | 599 | 16,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4.311 | 67,94 | 428 | 70,52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3.084 | 0,06 | 322 | 4,90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.359 | 1,74 | 2.332 | 8,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8.424 | 36,82 | 879 | 43,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.915 | 12,55 | 721 | 18,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68.253 | 2,15 | 7.118 | 7,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3.616 | 21,10 | 377 | 27,36 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3.800 | 396 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122.137 | 0,80 | 12.738 | 5,82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217.350 | 0,84 | 22.667 | 5,86 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32.947 | 3.436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881.490 | 26,28 | 92 | 31,88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0,39 | 27 | 8,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76.393 | 6,22 | 7.967 | 11,52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.118 | 0,09 | 117 | 5,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.723 | 11,95 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1.579.615 | 0,58 | 164.738 | 5,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.338 | 0,27 | 348 | 5,45 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21.161 | 17,95 | 2.200 | 25,87 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.128 | 4,64 | 118 | 11,43 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30.429 | 3,86 | 3.173 | 9,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181.317 | 42,38 | 19 | 50,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.802 | 5,76 | 397 | 11,20 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5.952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2.118 | 0,24 | 221 | 5,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.376 | 80,55 | 978 | 89,71 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2.556 | 14,98 | 267 | 20,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.111 | 169,29 | 5.017 | 182,81 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3.307 | 18,53 | 345 | 24,19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41.305 | 0,83 | 4.308 | 5,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47.674 | 2,00 | 4.979 | 7,22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872.227 | 2,36 | 90.965 | 7,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96.366 | 2,32 | 10.175 | 8,77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13.331 | 3,37 | 1.390 | 8,51 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.647 | 46,28 | 1.006 | 53,59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.960 | 204 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 25.298 | 2.638 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382.195 | 39.859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2.111.823 | 6,94 | 220.242 | 12,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.251.612 | 1,82 | 234.821 | 9,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104.156 | 158,57 | 10.862 | 171,48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9.977 | 13,57 | 1.030 | 18,12 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56.914 | 16,50 | 5.936 | 22,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157.002 | 9,70 | 16.373 | 15,16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19.010 | 1,31 | 1.983 | 6,33 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11.562 | 1.206 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52.494 | 18,22 | 5.475 | 24,13 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7.974 | 9,26 | 832 | 14,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.702 | 103,41 | 908 | 113,92 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155.401 | 0,79 | 16.207 | 4,74 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0,28 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.628 | 1,00 | 1.317 | 5,96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9.233 | 4,67 | 963 | 9,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37.267 | 3,83 | 3.887 | 9,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150.378 | 5,79 | 15.683 | 11,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32.220 | 3,96 | 3.360 | 9,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62.100 | 2,82 | 6.476 | 7,95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 197.988 | 2,73 | 20.648 | 7,85 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1.093.383 | 6,91 | 114.029 | 12,23 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5.517 | 49,67 | 575 | 57,10 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18.833 | 21,55 | 1.964 | 27,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4.943 | 7,46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183.781 | 13,16 | 19.166 | 18,80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.776 | 290 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40.154 | 43,04 | 4.188 | 50,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284.246 | 23,75 | 29.644 | 29,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39.644 | 212,45 | 4.134 | 228,10 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5.469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.800.717 | 16,75 | 500.667 | 22,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154.058 | 7,22 | 16.067 | 12,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2.709 | 0,37 | 266 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24.234 | 12,09 | 2.527 | 17,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.905 | 29,46 | 303 | 37,90 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2.058 | 215 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.665 | 57,69 | 278 | 65,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.078 | 46,61 | 1.051 | 54,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505.000 | 40,49 | 52.565 | 48,57 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13.364 | 6,22 | 1.394 | 11,53 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.268 | 0,06 | 654 | 4,98 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65.249 | 6.805 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26.246 | 0,36 | 2.737 | 5,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.011.138 | 0,94 | 209.742 | 5,97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311.325 | 52,51 | 32.468 | 60,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.899 | 21,96 | 302 | 27,97 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40,91 | 36 | 45,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686.896 | 12,79 | 71.636 | 18,41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.887 | 0,07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5.232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.244.310 | 50,33 | 129.793 | 57,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9.269 | 10,15 | 967 | 15,69 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1.506.074 | 1,44 | 157.068 | 6,50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60.123 | 42,60 | 6.270 | 49,71 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98.095 | 64,23 | 10.230 | 72,43 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2.164 | 2,95 | 226 | 8,17 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2.349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9.200 | 959 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1.028.396 | 5,35 | 107.251 | 10,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12.045 | 18,42 | 1.256 | 24,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435.146 | 17,82 | 45.381 | 23,69 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2.521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125.169 | 5,17 | 13.054 | 10,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23.837 | 2 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21.201 | 244,84 | 2.211 | 262,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.733 | 38,79 | 2.371 | 45,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578.420 | 1,53 | 60.751 | 11,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.225 | 233 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95.253 | 26,79 | 10.039 | 34,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4,76 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36.066 | 7,61 | 3.761 | 12,98 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86.971 | 2,82 | 9.070 | 7,95 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8.176.399 | 4,22 | 852.717 | 9,41 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67.593 | 14,41 | 7.049 | 20,13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8.389 | 16,51 | 875 | 22,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.005.003 | 7,01 | 313.392 | 12,34 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4.678 | 0,11 | 488 | 4,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.420 | 0,04 | 252 | 5,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284.786 | 0,15 | 29.700 | 5,14 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15.758 | 9,87 | 1.643 | 15,38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3.061 | 2,51 | 319 | 7,77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75.506 | 4,31 | 7.874 | 9,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50.963 | 8,72 | 5.315 | 14,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268.398 | 91,83 | 27.991 | 104,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6.783 | 34,10 | 707 | 40,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304.221 | 10,32 | 31.727 | 15,82 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1.557 | 0,06 | 162 | 5,19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.657 | 18,43 | 381 | 24,51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120.243 | 0,32 | 12.540 | 5,32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1,41 | 7 | 0,00 |
