Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF comprennent Williams & Novak, LLC, Wellington Shields & Co., LLC, Belvedere Trading LLC, Sound Income Strategies, LLC, et New Millennium Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 100 177 | 180,00 | 12 305 | 176,06 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 25 408 | 2,16 | 3 121 | 0,71 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 2 199 | 270 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 602 | 2 710,53 | 197 | 2 700,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52 | 1,96 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 744 | 114,45 | 2 179 | 111,55 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 42 295 | 50,22 | 5 195 | 48,13 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 2 325 | 0,09 | 286 | -1,38 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 259 | 21,03 | 32 | 29,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2 945 | 362 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 905 | 848 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 10 010 | 1 230 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 088 | 56,68 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9 692 | 19,07 | 1 190 | 17,36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 336 | 0,34 | 287 | -1,38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 703 | 5,12 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 282 349 | 60,46 | 34 681 | 58,20 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 136 | 13,93 | 1 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 35 390 | 135,56 | 4 347 | 132,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 149 012 | 358,13 | 18 303 | 351,70 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14 485 | 32,88 | 1 779 | 31,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 21 530 | 42,14 | 2 645 | 40,12 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 4 548 | 73,65 | 559 | 71,17 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6 823 | 838 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 718 | 20,02 | 1 440 | 18,34 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 2 692 | 331 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 26 400 | 3 243 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 3 440 | 423 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53 461 | 698,64 | 6 566 | 687,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 438 | 178,68 | 177 | 175,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2 025 | 249 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 194 089 | 11 466,69 | 23 840 | 11 306,22 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 900 | 233 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 49 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 661 | 450 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 2 325 | 0,87 | 286 | -0,70 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2 362 | 290 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 602 | 6,77 | 2 653 | 5,28 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15 805 | 1 941 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 78 757 | 9,97 | 9 304 | 10,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 47 793 | 38,26 | 5 870 | 36,32 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 24 108 | 67,98 | 2 961 | 65,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 061 | 13,15 | 499 | 11,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18 738 | 91,54 | 2 302 | 88,92 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 100 | 12 |
