Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF comprennent Stenger Family Office, LLC, Integrated Wealth Concepts LLC, Asset Allocation Strategies LLC, EP Wealth Advisors, Inc., Larson Financial Group LLC, Private Trust Co Na, Quaker Wealth Management, LLC, et Exchange Traded Concepts, Llc .
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.
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15 365 | 139,52 | 1 679 | 150,22 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 66 | 7 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 65 982 | 3,40 | 7 200 | 7,93 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20 320 | 3,92 | 2 | 0,00 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 1 860 | 70,02 | 203 | 78,07 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 8 336 | 2,36 | 911 | 6,92 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 112 369 | 76,79 | 12 294 | 84,76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 473 | 161 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 792 | 87 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 2 758 | 925,28 | 301 | 975,00 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46 861 | 11,00 | 5 121 | 15,86 | ||||
2025-08-08 | 13F | Gts Securities Llc | 27 099 | 55,74 | 2 962 | 62,60 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3 729 | 0,49 | 408 | 4,90 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 38 498 | 5 348 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 31 081 | 0,28 | 3 397 | 4,65 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 254 | 23,35 | 356 | 28,62 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 26 272 | 5,48 | 2 634 | -7,35 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13 436 | 47,42 | 1 468 | 53,88 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 344 | 38 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 12 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 70 828 | 99,99 | 7 741 | 108,74 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8 405 | 13,64 | 919 | 18,60 | ||||
2025-07-29 | 13F | Private Trust Co Na | 150 | 16 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 363 | 5,26 | 586 | 9,94 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47 392 | 5,24 | 5 179 | 9,86 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41 225 | 91,79 | 5 | 100,00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 5 832 | 155,68 | 1 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 656 | 2 039 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 28 643 | 80,11 | 3 130 | 87,99 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 186 | 0,23 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 835 | 201 | ||||||
2025-08-07 | 13F | PFG Advisors | 4 686 | 3,38 | 512 | 8,02 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 11 783 | 1 288 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 900 | 51,01 | 98 | 46,27 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 789 | 995,83 | 86 | 975,00 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 143 018 | 825,14 | 14 974 | 759,04 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 5 367 | 21,48 | 1 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 255 | 0,40 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 31 864 | 18,88 | 3 482 | 24,09 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 140 | 15 | ||||||
2025-08-14 | 13F | UBS Group AG | 37 040 | 8,99 | 4 048 | 13,77 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16 622 | 1,32 | 1 817 | 5,77 |