Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF includono Convergence Financial, LLC, D.a. Davidson & Co., Brasada Capital Management, Lp, Tower Research Capital LLC (TRC), Claris Financial LLC, Bulwark Capital Corp, Ameritas Advisory Services, LLC, Dorsey & Whitney Trust CO LLC, Scientech Research LLC, Astra Wealth Partners LLC, Integrated Advisors Network LLC, Capital Advisory Group Advisory Services, LLC, Gladstone Institutional Advisory LLC, CIBC Private Wealth Group, LLC, Quaker Wealth Management, LLC, Harbour Investments, Inc., Twin Peaks Wealth Advisors, LLC, e NorthRock 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 176 | 19 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 27.159 | 103,99 | 2.866 | 103,99 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 134.971 | 3,65 | 14.247 | 3,66 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 147.386 | 5,81 | 15.555 | 5,82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 135.753 | 1.914,74 | 14.327 | 1.915,05 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 325.596 | 18,05 | 34.363 | 18,06 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 10.103 | 0,09 | 1.066 | 0,09 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2.783 | 14,81 | 294 | 14,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 173.628 | 3,08 | 18 | 5,88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 38 | 4 | ||||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 101.127 | 0,43 | 10.673 | 0,42 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 63.173 | 73,92 | 6.667 | 73,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 16.442 | 42,32 | 1.735 | 42,33 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 646 | 1,10 | 68 | 1,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2.318 | 245 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 61 | 6 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15.022 | 1.585 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 27.536 | 13,75 | 2.906 | 13,78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47.300 | 4.992 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.685 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6.210 | 655 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 481.553 | 15,03 | 50.823 | 15,04 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15.520 | 2,53 | 1.638 | 2,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58.096 | 24,02 | 6.131 | 24,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.451 | 262,46 | 470 | 263,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 376.723 | 96,38 | 39.759 | 96,40 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27.180 | 2,74 | 2.869 | 2,76 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 69.296 | 7.313 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 549 | 0,18 | 58 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 389.764 | 54,56 | 41.136 | 54,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 88.919 | 0,67 | 9.385 | 0,68 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 8.416 | 888 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 19.060 | 2,64 | 2.012 | 2,65 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 27.970 | 4,42 | 2.952 | 4,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36 | 4 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 368 | 39 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.845 | 1.461 | ||||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 38.073 | 4.021 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 333.832 | 3,75 | 35.233 | 3,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 684.077 | 47,14 | 72.198 | 47,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63.406 | 34,48 | 6.692 | 34,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28.304 | 12,63 | 2.987 | 12,63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4.939 | 7,93 | 521 | 8,09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7.105 | 750 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 755.431 | 5,60 | 79.728 | 5,60 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 117 | 12 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 112.576 | 21,58 | 11.881 | 21,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50 | 5 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 40.594 | 21,19 | 4.284 | 21,19 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1.960 | 207 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3.637 | 84,43 | 384 | 84,13 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1.342 | 67,33 | 142 | 67,86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.299 | 154,74 | 1.298 | 155,01 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 296.726 | 25,89 | 31.316 | 25,90 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 20.674 | 2.183 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18.988 | 264,52 | 1.390 | 153,01 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 10.910 | 1.151 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 160.266 | 30,78 | 16.914 | 30,70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21.811 | 6,27 | 2.302 | 6,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51.477 | 3,04 | 5.433 | 3,03 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4.801 | 507 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14.077 | 1.486 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25.712 | 23,83 | 2.714 | 23,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.875 | 311,92 | 726 | 311,93 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 16.682 | 11,07 | 1.761 | 11,04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 662 | 1,07 | 70 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 451.988 | 29,94 | 47.703 | 29,95 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9.191 | 7,76 | 970 | 7,78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11.214 | 19,30 | 1.183 | 19,27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5.493 | 106,74 | 580 | 106,79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30.711 | 3.241 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 30.553 | 3.225 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 304.427 | 4,45 | 32.129 | 4,46 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 28.970 | 3.057 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 95.062 | 10.033 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8.530 | 0,79 | 900 | 0,78 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 75.666 | 18,70 | 7.986 | 18,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.033 | 69,90 | 109 | 70,31 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 26.083 | 11,25 | 2.753 | 11,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 631.723 | 3,00 | 66.672 | 3,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2.900 | 306 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13.726 | 30,07 | 1.448 | 29,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.859 | 2,30 | 829 | 2,35 |
