Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF includono Marshall Investment Management, Llc, Jump Financial, LLC, Galvin, Gaustad & Stein, LLC, VisionPoint Advisory Group, LLC, Legacy Wealth Partners, LLC, Heirloom Wealth Management, Wealth Care LLC, PAX Financial Group, LLC, VestGen Advisors, LLC, Everest Financial Group LLC, Hanlon Investment Management, Inc., Ascent Group, LLC, Moulton Wealth Management, Inc, Midwest Financial Network, LLC, Waystone Advisors Llc, Wealthcare Advisory Partners LLC, RCS Financial Planning, LLC, Steinberganna Wealth Management, Diversify Wealth Management, Llc, e Pathstone Holdings, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22 | 100,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.298 | 26,26 | 973 | 27,73 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 148 | 16 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 16.697 | 0,63 | 1.793 | 4,61 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 10.862 | 19,13 | 1.167 | 23,78 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 63.665 | 2,39 | 6.837 | 6,38 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43.306 | 4.651 | ||||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3.664 | 53,69 | 393 | 59,76 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 3.185 | 0,63 | 342 | 4,59 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 25.863 | 240,84 | 2.777 | 254,21 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 196 | 0,51 | 22 | 5,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 70.647 | 6,78 | 7.587 | 10,94 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.275 | 0,08 | 137 | 3,82 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 23.882 | 38,78 | 2.565 | 44,21 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 366 | 446,27 | 39 | 550,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 4.987 | 21,07 | 536 | 25,88 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.134 | 3,63 | 659 | 7,69 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6.994 | 0,04 | 751 | 4,02 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 278.712 | 34,21 | 29.931 | 39,45 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2.010 | 216 | ||||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 105.457 | 2,28 | 11.325 | 6,27 | ||||
| 2026-05-20 | 13F | RMR Capital Management, LLC | 14.317 | 20,57 | 1.538 | 25,26 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8.537 | 56,47 | 917 | 62,70 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 197 | 85,85 | 21 | 110,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 133.885 | 54,19 | 14 | 75,00 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 135 | 14 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 66.000 | 37,59 | 7.084 | 42,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.050 | 8,95 | 4.086 | 13,22 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 370.013 | 4,39 | 39.736 | 8,46 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 192 | 21 | ||||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 3.186 | 0,63 | 342 | 4,59 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 547 | 3,80 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 867 | 1,52 | 93 | 4,55 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 3.291 | 0,52 | 353 | 4,44 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 5.156 | 5,14 | 554 | 9,29 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 145 | 16 | ||||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 7.295 | 64,78 | 783 | 71,33 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9.191 | 13,68 | 870 | 4,07 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 14.524 | 3,71 | 1.560 | 7,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 708.912 | 169.496,17 | 76.130 | 176.946,51 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 9.376 | 1.007 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 96.219 | 10.333 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.772.031 | 11,03 | 190.299 | 15,36 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 13.524 | 1.452 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 95 | 1,06 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 15.651 | 47.327,27 | 3.072 | 102.266,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 114.032 | 13,57 | 12.246 | 18,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 37.173 | 49,04 | 3.935 | 52,70 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 12.807 | 1.375 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.569 | 0,06 | 705 | 3,98 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 450 | 48 | ||||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 4.382 | 0,02 | 471 | 3,98 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 23.815 | 0,13 | 2.462 | 4,15 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 18.707 | 2.009 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 131 | 14 | ||||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 5.653 | 0,62 | 607 | 4,66 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 11.715 | 1.258 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 25.810 | 7,19 | 2.772 | 11,37 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 3.577 | 384 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 267.398 | 12,81 | 28.716 | 17,20 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7.183 | 4,10 | 771 | 8,13 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 3.932 | 422 | ||||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 195.694 | 9,00 | 21.016 | 13,25 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 14.166 | 41,63 | 1.521 | 47,24 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13.197 | 0,57 | 1.417 | 4,50 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 15.772 | 1.694 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 20.949 | 2.249 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 21.392 | 1,20 | 2.297 | 4,50 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 7.461 | 801 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 14.852 | 1.595 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11.906 | 4,03 | 1.279 | 8,12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 287.599 | 1,05 | 30.885 | 4,99 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 3.641 | 0,61 | 391 | 4,55 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 7.098 | 762 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 19 | 2 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.458 | 0,61 | 264 | 4,37 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2.087 | 0,14 | 224 | 4,19 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 55 | 6 | ||||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 61.746 | 2,41 | 6.631 | 5,39 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 36.122 | 3.879 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.221 | 915 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 5.746 | 81,66 | 608 | 86,50 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3.543 | 10,86 | 380 | 15,15 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 73 | 8 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4.078 | 2,93 | 438 | 6,85 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 6.057 | 650 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 154 | 0,65 | 17 | 6,67 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 2.843 | 305 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 78 | 8 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 14.575 | 2,36 | 1.565 | 6,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 115.806 | 63,81 | 12.436 | 70,22 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 11.420 | 1.226 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 4.809 | 0,06 | 516 | 4,03 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 150 | 16 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.105 | 5,83 | 441 | 10,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.025 | 1.291 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 5.474 | 0,04 | 588 | 3,89 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12.142 | 0,96 | 1.255 | 4,94 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 62 | 7 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 336 | 36 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33.584 | 0,39 | 3.607 | 4,31 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.663 | 1,06 | 286 | 4,78 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 37.019 | 0,45 | 3.975 | 4,36 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 48.901 | 794,48 | 5.251 | 829,38 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3.826 | 3,71 | 411 | 7,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.936 | 181,39 | 907 | 29,94 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 161 | 17 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.945 | 214 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 16.039 | 10,21 | 1.722 | 14,57 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 26.010 | 10,03 | 2.793 | 14,33 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 12.488 | 1.341 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 3.645 | 391 | ||||||
| 2026-05-12 | 13F | Community Bank, N.A. | 231 | 25 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3.344 | 359 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.328 | 0,61 | 143 | 4,41 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 4.136 | 0,17 | 444 | 4,23 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 3.245 | 348 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 37.844 | 25,17 | 4.064 | 30,09 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.311 | 11,55 | 564 | 14,43 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 15.650 | 1.681 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 2.249 | 242 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3.953 | 0,05 | 424 | 3,92 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 22 | 2 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.164 | 3,93 | 125 | 3,33 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 7.064 | 1.550,47 | 759 | 1.622,73 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 70 | 8 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 23.889 | 0,44 | 2.565 | 8,55 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 2.729 | 293 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 238 | 0,42 | 25 | 4,35 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.937 | 208 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 111.334 | 36,19 | 11.977 | 37,76 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.465 | 0,41 | 157 | 4,67 |
