Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF comprennent NWF Advisory Services Inc., BG Investment Services, Inc., Readystate Asset Management Lp, Jones Financial Companies Lllp, Aspect Partners, LLC, Ameritas Investment Partners, Inc., et ACEFX - Absolute Strategies Fund Institutional Shares .
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/A | Rockefeller Capital Management L.P. | 103 038 | 0,55 | 2 013 | 4,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19 418 | 22,03 | 379 | 26,76 | ||||
| 2025-08-12 | 13F | Boxwood Ventures, Inc. | 14 893 | 2,10 | 291 | 6,20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 851 970 | 8,26 | 55 720 | 12,21 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 777 | 4,99 | 211 | 8,81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 853 | 101,96 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 614 | 12 | ||||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 124 300 | 4,63 | 2 429 | 8,44 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 711 | 0,88 | 248 | 4,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35 459 | 1,40 | 693 | 5,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 172 900 | 1,30 | 42 458 | 5,00 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 15 726 | 307 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104 870 | 5,70 | 2 049 | 9,57 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 15 047 | 294 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 62 100 | 6,99 | 1 213 | 10,88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 131 883 | 55,57 | 2 577 | 61,30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28 634 | 0,46 | 560 | 4,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 54 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 19 886 | 3,38 | 389 | 7,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 572 383 | 886,63 | 11 184 | 923,24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4 673 | 2,10 | 91 | 5,81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 544 | 129,29 | 128 | 139,62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 21 427 | 1,60 | 419 | 5,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 469 408 | 6,94 | 9 261 | 11,93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 687 | 92 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 101 222 | 14,88 | 21 518 | 19,08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38 836 | 3,23 | 759 | 6,91 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 55 349 | 1,85 | 1 082 | 5,57 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10 739 | 210 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63 722 | 1 245 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 443 295 | 3,86 | 8 662 | 7,66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185 311 | 7,18 | 3 622 | 11,11 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 78 614 | 25,46 | 1 536 | 30,06 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61 860 | 204,16 | 1 209 | 215,40 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 51 203 | 0,57 | 1 001 | 4,28 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 470 852 | 237,91 | 9 200 | 250,34 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14 998 | 4,68 | 293 | 8,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 941 215 | 0,81 | 18 391 | 4,50 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 24 000 | 452 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 498 833 | 19,32 | 9 747 | 23,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15 232 | 298 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 543 | 1,43 | 89 | 4,76 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13 157 | 2,10 | 257 | 6,20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 152 972 | 13,55 | 22 529 | 17,71 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 12 035 | 1,69 | 235 | 8,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 | 4,76 | 1 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21 888 | 10,05 | 428 | 14,17 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -6 500 | -123 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 48 941 | 20,26 | 956 | 24,64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 244 | 5 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 590 | 12 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 321 | 6 |
