Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF includono Stenger Family Office, LLC, Integrated Wealth Concepts LLC, Asset Allocation Strategies LLC, EP Wealth Advisors, Inc., Larson Financial Group LLC, Private Trust Co Na, Quaker Wealth Management, LLC, e Exchange Traded Concepts, Llc .
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 | Sagespring Wealth Partners, Llc | 15.365 | 139,52 | 1.679 | 150,22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 66 | 7 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65.982 | 3,40 | 7.200 | 7,93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.320 | 3,92 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1.860 | 70,02 | 203 | 78,07 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 8.336 | 2,36 | 911 | 6,92 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 112.369 | 76,79 | 12.294 | 84,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.473 | 161 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 792 | 87 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.758 | 925,28 | 301 | 975,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46.861 | 11,00 | 5.121 | 15,86 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27.099 | 55,74 | 2.962 | 62,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3.729 | 0,49 | 408 | 4,90 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 38.498 | 5.348 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31.081 | 0,28 | 3.397 | 4,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3.254 | 23,35 | 356 | 28,62 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 26.272 | 5,48 | 2.634 | -7,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13.436 | 47,42 | 1.468 | 53,88 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 344 | 38 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 12 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70.828 | 99,99 | 7.741 | 108,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8.405 | 13,64 | 919 | 18,60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 150 | 16 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.363 | 5,26 | 586 | 9,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47.392 | 5,24 | 5.179 | 9,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41.225 | 91,79 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5.832 | 155,68 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.656 | 2.039 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28.643 | 80,11 | 3.130 | 87,99 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2.186 | 0,23 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.835 | 201 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 4.686 | 3,38 | 512 | 8,02 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11.783 | 1.288 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 900 | 51,01 | 98 | 46,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 789 | 995,83 | 86 | 975,00 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 143.018 | 825,14 | 14.974 | 759,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.367 | 21,48 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2.255 | 0,40 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31.864 | 18,88 | 3.482 | 24,09 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 140 | 15 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 37.040 | 8,99 | 4.048 | 13,77 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16.622 | 1,32 | 1.817 | 5,77 |
