Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF includono NWF Advisory Services Inc., BG Investment Services, Inc., Readystate Asset Management Lp, Jones Financial Companies Lllp, Aspect Partners, LLC, Ameritas Investment Partners, Inc., e ACEFX - Absolute Strategies Fund Institutional Shares .
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/A | Rockefeller Capital Management L.P. | 103.038 | 0,55 | 2.013 | 4,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19.418 | 22,03 | 379 | 26,76 | ||||
| 2025-08-12 | 13F | Boxwood Ventures, Inc. | 14.893 | 2,10 | 291 | 6,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.851.970 | 8,26 | 55.720 | 12,21 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10.777 | 4,99 | 211 | 8,81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.853 | 101,96 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 614 | 12 | ||||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 124.300 | 4,63 | 2.429 | 8,44 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12.711 | 0,88 | 248 | 4,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35.459 | 1,40 | 693 | 5,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.172.900 | 1,30 | 42.458 | 5,00 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 15.726 | 307 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104.870 | 5,70 | 2.049 | 9,57 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 15.047 | 294 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 62.100 | 6,99 | 1.213 | 10,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 131.883 | 55,57 | 2.577 | 61,30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28.634 | 0,46 | 560 | 4,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 54 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 19.886 | 3,38 | 389 | 7,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 572.383 | 886,63 | 11.184 | 923,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4.673 | 2,10 | 91 | 5,81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.544 | 129,29 | 128 | 139,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 21.427 | 1,60 | 419 | 5,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 469.408 | 6,94 | 9.261 | 11,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.687 | 92 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.101.222 | 14,88 | 21.518 | 19,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38.836 | 3,23 | 759 | 6,91 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 55.349 | 1,85 | 1.082 | 5,57 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10.739 | 210 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63.722 | 1.245 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 443.295 | 3,86 | 8.662 | 7,66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185.311 | 7,18 | 3.622 | 11,11 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 78.614 | 25,46 | 1.536 | 30,06 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61.860 | 204,16 | 1.209 | 215,40 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 51.203 | 0,57 | 1.001 | 4,28 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 470.852 | 237,91 | 9.200 | 250,34 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14.998 | 4,68 | 293 | 8,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 941.215 | 0,81 | 18.391 | 4,50 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 24.000 | 452 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 498.833 | 19,32 | 9.747 | 23,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15.232 | 298 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4.543 | 1,43 | 89 | 4,76 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13.157 | 2,10 | 257 | 6,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.152.972 | 13,55 | 22.529 | 17,71 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 12.035 | 1,69 | 235 | 8,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 | 4,76 | 1 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21.888 | 10,05 | 428 | 14,17 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -6.500 | -123 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 48.941 | 20,26 | 956 | 24,64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 244 | 5 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 590 | 12 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 321 | 6 |
