Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF includono Concurrent Investment Advisors, LLC, Qrg Capital Management, Inc., Mutual Advisors, LLC, Kestra Private Wealth Services, Llc, Skopos Labs, Inc., Hantz Financial Services, Inc., Farther Finance Advisors, LLC, e Providence Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 582.399 | 12,65 | 27.868 | 10,41 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5.197 | 249 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30.735 | 1,22 | 1 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120.528 | 8,31 | 5.767 | 6,17 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 61.077 | 2,21 | 2.923 | 0,17 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 25.287 | 1,01 | 1.210 | -1,06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 340.466 | 4,65 | 16.291 | 2,57 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 353 | 1,15 | 17 | -5,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.516 | 695 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 143 | 7 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39.594 | 0,46 | 1.895 | -0,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75.579 | 3,88 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28.302 | 0,18 | 1.354 | -1,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 376 | 1,08 | 18 | -5,56 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3.110 | 0,81 | 149 | -1,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 135 | 6 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 12.634 | 2,59 | 605 | 0,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.048.296 | 2,29 | 50.161 | 0,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55.961 | 43,76 | 2.667 | 41,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 550.790 | 1,88 | 26.355 | -0,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 253.000 | 611,93 | 12.106 | 598,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 300 | 50,00 | 14 | 55,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13.122 | 9,26 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3.339 | 1.666,67 | 160 | 1.666,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 221 | 11 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 15.101 | 0,19 | 723 | -1,77 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 144 | 1,41 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6.745 | 323 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 174.013 | 0,25 | 8.328 | -1,73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218.614 | 11,38 | 10.454 | 9,12 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 133 | 6 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 9.585 | 39,22 | 459 | 36,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 51.756 | 0,32 | 2.477 | 4,69 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24.078 | 5,46 | 1.152 | 3,41 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 711.039 | 1,15 | 34.023 | -0,86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7.084 | 3,37 | 339 | 1,20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 143 | 0 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14.522 | 1,83 | 695 | -0,29 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6.991 | 1,00 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 5.169 | 0,78 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7.669 | 11,06 | 367 | 8,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.838 | 0,26 | 375 | -1,57 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 135 | 1,50 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9.374 | 1,59 | 449 | -0,44 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16.704 | 236,10 | 799 | 230,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.108 | 27,14 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.565 | 4,27 | 123 | 1,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 57.153 | 0,95 | 2.735 | -1,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.665 | 12.968,63 | 319 | 15.800,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6.578 | 8,91 | 315 | 6,80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 30.066 | 200,00 | 1.439 | 194,07 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.886 | 177,33 | 329 | 171,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43.674 | 1,49 | 2.090 | -0,52 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9.458 | 453 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27.106 | 0,67 | 1.297 | -1,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7.047 | 18,46 | 337 | 16,21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8.370 | 416 |
