Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF includono 71 West Capital Partners, Financial Solutions Advisory Group, Inc., Lido Advisors, LLC, Kingswood Wealth Advisors, Llc, Pure Financial Advisors, Inc., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Bay Rivers Group, Advisortrust Partners, Llc, Motiv8 Investments LLC, Owl Creek Wealth Partners LLC, e Gill Capital Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.024 | 134,09 | 281 | 145,61 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 3.384 | 0,48 | 236 | 4,91 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 46.463 | 0,47 | 3.187 | 3,58 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.233 | 225 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 137.150 | 1,09 | 9.561 | 5,94 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 14.490 | 1.010 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 8.418 | 2,42 | 587 | 7,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14.235 | 44,52 | 992 | 51,45 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 5.082 | 354 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 239.544 | 2,74 | 16.699 | 7,67 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 52.364 | 0,49 | 3.650 | 5,31 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 15.369 | 1.071 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 29.552 | 604,96 | 2.060 | 641,01 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5.790 | 0,29 | 404 | 4,95 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 30.240 | 4,70 | 2 | 100,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49.943 | 14,63 | 3.477 | 19,98 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 11.098 | 37,91 | 738 | 40,84 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 11.310 | 788 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 68.253 | 1,24 | 4.758 | 6,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.416 | 12,58 | 168 | |||||
| 2026-05-14 | 13F | SPWM Advisors LLC | 176.117 | 10,32 | 12.862 | 21,11 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 163.570 | 4,08 | 11.402 | 9,08 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 5.239 | 1,33 | 365 | 6,41 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21.701 | 155,01 | 1.513 | 167,14 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94.973 | 26,32 | 6.621 | 32,37 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 387.000 | 141,01 | 26.978 | 152,57 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 701 | 49 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 694 | 0,58 | 48 | 6,67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 30.753 | 0,18 | 2.144 | 4,95 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 113.360 | 6,15 | 7.903 | 11,22 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 103.755 | 5,18 | 7.233 | 10,23 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 4.452 | 0,02 | 310 | 4,73 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 210.881 | 38,21 | 14.701 | 44,84 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 5.921 | 0,92 | 413 | 5,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 107.076 | 1,23 | 7.128 | 1,31 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5.167 | 3,11 | 344 | 5,21 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 16.512 | 0,12 | 1.151 | 4,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 279 | 19 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 539.979 | 17,29 | 37.642 | 22,91 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 70.108 | 121,51 | 4.887 | 132,16 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 167.056 | 11,55 | 11.645 | 16,91 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6.238 | 0,87 | 435 | 5,60 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.613 | 0,54 | 182 | 5,81 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1.125 | 78 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8.161 | 0,12 | 569 | 4,80 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 18.614 | 23,93 | 1.274 | 27,53 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 26.156 | 61,59 | 1.823 | 69,42 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 5.445 | 0,26 | 380 | 4,99 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 18.990 | 94,83 | 1.324 | 104,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.039.976 | 10,53 | 142.207 | 15,83 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 515.353 | 1,38 | 34.281 | 103.781,82 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.249 | 2.457,72 | 924 | 2.614,71 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.966 | 0,18 | 276 | 4,94 | ||||
| 2026-05-15 | 13F | Fmr Llc | 19.634 | 5,53 | 1.369 | 10,59 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 9.719 | 0,54 | 1 | |||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3.536 | 246 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.000 | 209 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 500 | 35 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 7.364 | 4,04 | 513 | 9,15 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 14.224 | 85,59 | 992 | 94,70 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 3.713 | 0,38 | 259 | 4,88 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 10.371 | 1,01 | 690 | 1,17 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 3.000 | 209 | ||||||
| 2026-04-22 | 13F | AGH Wealth Advisors, LLC | 52.471 | 2,73 | 3.659 | 7,68 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 821.082 | 1,56 | 57.238 | 6,43 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 919 | 0 | ||||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 9.700 | 2,04 | 676 | 6,96 |
