Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF comprennent Cerity Partners LLC, Asset Allocation Strategies LLC, Harbor Asset Planning, Inc., Optima Capital Llc, Garden State Investment Advisory Services LLC, Y-Intercept (Hong Kong) Ltd, Hrt Financial Lp, Key FInancial Inc, Gotham Asset Management, LLC, RFG Advisory, LLC, Heritage Financial Services, LLC, Hickory Asset Management, Inc., Capital Investment Advisors, LLC, Hartland & Co., LLC, Beacon Capital Management, Inc., Thompson Investment Management, Inc., JNBA Financial Advisors, First Horizon Advisors, Inc., Parallel Advisors, LLC, et Russell Investments Group, Ltd. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0,25 | 43 | 5,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43 024 | 39,85 | 4 487 | 48,94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56 191 | 47,30 | 5 860 | 54,66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110 982 | 4,07 | 11 574 | 9,26 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 743 | 11,23 | 599 | 16,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4 311 | 67,94 | 428 | 70,52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3 084 | 0,06 | 322 | 4,90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 359 | 1,74 | 2 332 | 8,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8 424 | 36,82 | 879 | 43,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6 915 | 12,55 | 721 | 18,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68 253 | 2,15 | 7 118 | 7,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 616 | 21,10 | 377 | 27,36 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 800 | 396 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122 137 | 0,80 | 12 738 | 5,82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217 350 | 0,84 | 22 667 | 5,86 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32 947 | 3 436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881 490 | 26,28 | 92 | 31,88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0,39 | 27 | 8,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76 393 | 6,22 | 7 967 | 11,52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 118 | 0,09 | 117 | 5,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 723 | 11,95 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 579 615 | 0,58 | 164 738 | 5,59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 338 | 0,27 | 348 | 5,45 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21 161 | 17,95 | 2 200 | 25,87 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 128 | 4,64 | 118 | 11,43 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 429 | 3,86 | 3 173 | 9,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181 317 | 42,38 | 19 | 50,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3 802 | 5,76 | 397 | 11,20 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5 952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 118 | 0,24 | 221 | 5,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 376 | 80,55 | 978 | 89,71 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 556 | 14,98 | 267 | 20,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48 111 | 169,29 | 5 017 | 182,81 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 307 | 18,53 | 345 | 24,19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41 305 | 0,83 | 4 308 | 5,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47 674 | 2,00 | 4 979 | 7,22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872 227 | 2,36 | 90 965 | 7,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96 366 | 2,32 | 10 175 | 8,77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13 331 | 3,37 | 1 390 | 8,51 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9 647 | 46,28 | 1 006 | 53,59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 960 | 204 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 25 298 | 2 638 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382 195 | 39 859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2 111 823 | 6,94 | 220 242 | 12,27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 251 612 | 1,82 | 234 821 | 9,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104 156 | 158,57 | 10 862 | 171,48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 977 | 13,57 | 1 030 | 18,12 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56 914 | 16,50 | 5 936 | 22,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157 002 | 9,70 | 16 373 | 15,16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19 010 | 1,31 | 1 983 | 6,33 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11 562 | 1 206 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52 494 | 18,22 | 5 475 | 24,13 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 974 | 9,26 | 832 | 14,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 702 | 103,41 | 908 | 113,92 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155 401 | 0,79 | 16 207 | 4,74 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0,28 | 38 | 5,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 628 | 1,00 | 1 317 | 5,96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 233 | 4,67 | 963 | 9,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 267 | 3,83 | 3 887 | 9,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150 378 | 5,79 | 15 683 | 11,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32 220 | 3,96 | 3 360 | 9,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62 100 | 2,82 | 6 476 | 7,95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 197 988 | 2,73 | 20 648 | 7,85 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1 093 383 | 6,91 | 114 029 | 12,23 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5 517 | 49,67 | 575 | 57,10 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 833 | 21,55 | 1 964 | 27,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4 943 | 7,46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183 781 | 13,16 | 19 166 | 18,80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2 776 | 290 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40 154 | 43,04 | 4 188 | 50,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284 246 | 23,75 | 29 644 | 29,91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39 644 | 212,45 | 4 134 | 228,10 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 800 717 | 16,75 | 500 667 | 22,57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154 058 | 7,22 | 16 067 | 12,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 709 | 0,37 | 266 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24 234 | 12,09 | 2 527 | 17,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 905 | 29,46 | 303 | 37,90 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 058 | 215 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 665 | 57,69 | 278 | 65,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 078 | 46,61 | 1 051 | 54,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505 000 | 40,49 | 52 565 | 48,57 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 364 | 6,22 | 1 394 | 11,53 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6 268 | 0,06 | 654 | 4,98 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65 249 | 6 805 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26 246 | 0,36 | 2 737 | 5,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 011 138 | 0,94 | 209 742 | 5,97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311 325 | 52,51 | 32 468 | 60,11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 899 | 21,96 | 302 | 27,97 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40,91 | 36 | 45,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686 896 | 12,79 | 71 636 | 18,41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 887 | 0,07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 244 310 | 50,33 | 129 793 | 57,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9 269 | 10,15 | 967 | 15,69 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1 506 074 | 1,44 | 157 068 | 6,50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60 123 | 42,60 | 6 270 | 49,71 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98 095 | 64,23 | 10 230 | 72,43 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 164 | 2,95 | 226 | 8,17 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2 349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 200 | 959 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1 028 396 | 5,35 | 107 251 | 10,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 045 | 18,42 | 1 256 | 24,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435 146 | 17,82 | 45 381 | 23,69 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125 169 | 5,17 | 13 054 | 10,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23 837 | 2 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 201 | 244,84 | 2 211 | 262,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 733 | 38,79 | 2 371 | 45,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578 420 | 1,53 | 60 751 | 11,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 225 | 233 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95 253 | 26,79 | 10 039 | 34,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4,76 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36 066 | 7,61 | 3 761 | 12,98 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86 971 | 2,82 | 9 070 | 7,95 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8 176 399 | 4,22 | 852 717 | 9,41 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67 593 | 14,41 | 7 049 | 20,13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8 389 | 16,51 | 875 | 22,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 005 003 | 7,01 | 313 392 | 12,34 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 678 | 0,11 | 488 | 4,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 420 | 0,04 | 252 | 5,00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284 786 | 0,15 | 29 700 | 5,14 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15 758 | 9,87 | 1 643 | 15,38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3 061 | 2,51 | 319 | 7,77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75 506 | 4,31 | 7 874 | 9,51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50 963 | 8,72 | 5 315 | 14,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268 398 | 91,83 | 27 991 | 104,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6 783 | 34,10 | 707 | 40,84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304 221 | 10,32 | 31 727 | 15,82 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 557 | 0,06 | 162 | 5,19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 657 | 18,43 | 381 | 24,51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120 243 | 0,32 | 12 540 | 5,32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1,41 | 7 | 0,00 |
