Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF includono Ballast, Inc., Kovitz Investment Group Partners, LLC, Matauro, Llc, Avion Wealth, Boreal Capital Management LLC, Motco, e Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16,44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318.111 | 5,72 | 4.489 | 4,47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1,63 | 8 | 0,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10.008 | 141 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78.246 | 56,62 | 1.104 | 54,84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43.862 | 8,07 | 619 | 6,74 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2.881 | 9,92 | 41 | 8,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29.614 | 3,09 | 418 | 1,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52.779 | 10,14 | 755 | 10,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67.225 | 27,54 | 949 | 26,06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1,61 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177.919 | 73,82 | 2.510 | 71,80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20.276 | 286 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21.100 | 298 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127.078 | 1,69 | 1.793 | 0,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72.147 | 0,21 | 1.018 | -1,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.111.940 | 73,32 | 15.689 | 71,26 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1,61 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15.350 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8.506 | 9,67 | 120 | 9,09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22.860 | 0,43 | 323 | -0,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29.994 | 0,08 | 423 | -0,94 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5.120 | 1,55 | 72 | 0,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20.276 | 1,08 | 286 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159.796 | 13,67 | 2.254 | 12,20 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1.000 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56,86 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83.216 | 127,49 | 1.174 | 124,90 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1,53 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90,09 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21.079 | 4,66 | 297 | 3,48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12.938 | 1,55 | 183 | 0,55 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2.431 | 34 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57.850 | 13,61 | 816 | 12,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.948 | 84 | ||||||
| 2025-08-01 | 13F | Motco | 2.700 | 39 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20.000 | 100,00 | 282 | 98,59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275.264 | 11,99 | 3.884 | 10,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77.042 | 9,38 | 1.087 | 8,16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11.685 | 1,71 | 165 | 0,00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13.792 | 0,12 | 195 | -1,02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2.104 | 1,54 | 30 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.356 | 146 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49.229 | 0,10 | 695 | -1,14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30.904 | 0,67 | 435 | -1,36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1,61 | 10 | 0,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1.805 | 1,52 | 25 | 0,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9.063 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22.350 | 315 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14.638 | 4,33 | 207 | 3,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88.414 | 12,50 | 1.248 | 11,14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92.725 | 1,35 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26.979 | 26,04 | 381 | 24,59 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3.619 | 147,71 | 51 | 155,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148.560 | 0,07 | 2.096 | -1,09 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5.846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676.150 | 10,69 | 9.540 | 9,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8.194 | 47,53 | 116 | 45,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82.509 | 1,55 | 1.164 | 0,34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16.522 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16.838 | 31,34 | 238 | 29,51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10.052 | 142 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58.141 | 50,63 | 823 | 49,18 |
