Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF includono First International Bank of Israel Ltd., Grimes & Company, Inc., Ballast, Inc., Cary Street Partners Financial Llc, Glenmede Investment Management, LP, Dunhill Financial, LLC, e Twin Peaks Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16.115 | 254,18 | 483 | 249,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 231.082 | 1,01 | 6.926 | -1,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 11.786 | 22,52 | 353 | 19,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316.681 | 162,31 | 9.491 | 155,11 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1.161 | 0,61 | 35 | -2,86 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 18.852 | 6,56 | 565 | 3,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6.458 | 39,48 | 192 | 37,14 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 55.803 | 1.672 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1.088 | 33 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.365 | 71,70 | 41 | 66,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0,65 | 19 | -5,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7.367 | 221 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0,63 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7.535 | 0,43 | 226 | -0,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109.967 | 10,62 | 3.296 | 7,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.800 | 100,00 | 84 | 97,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.984 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 241.328 | 0,48 | 7.233 | -2,28 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7.210 | 8,10 | 216 | 6,40 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 53.405 | 1.601 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 98.000 | 2.937 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 54.611 | 30,39 | 1.637 | 26,82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 50.174 | 1,54 | 1.504 | -1,25 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30.791 | 5,94 | 923 | 3,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.552 | 166 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34.076 | 17,90 | 1.021 | 14,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105,00 | 1 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 13.875 | 0,35 | 416 | -2,58 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16.392 | 0,02 | 491 | -2,77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.593 | 0,13 | 48 | -4,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 78.929 | 87,09 | 2.366 | 81,92 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 40.929 | 0,16 | 1.227 | -2,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18.253 | 57,71 | 547 | 53,65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14.747 | 0,96 | 442 | -2,00 |
