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 SmallCap Information Technology ETF comprennent ICTTX - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class, Icon Advisers Inc/co, Wealthcare Capital Partners, LLC, Harbour Capital Advisors, LLC, et BlackRock, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 30 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6 417 | 9,60 | 295 | 42,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 657 | 1,87 | 770 | 17,56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 124 | 22,61 | 144 | 41,18 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29 043 | 12,71 | 1 343 | 30,04 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 12 826 | 1,74 | 593 | 17,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 270 | 0,01 | 567 | 15,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 296 993 | 0,24 | 13 733 | 15,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 016 | 1,95 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50 247 | 106,57 | 2 323 | 138,26 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10 574 | 1,12 | 489 | 16,47 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20 707 | 0,34 | 957 | 15,72 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 981 | 3,26 | 45 | 18,42 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 800 | 314 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 659 | 79,34 | 1 556 | 106,91 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 5 418 | 1,88 | 251 | 17,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8 981 | 3,23 | 415 | 19,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 65 240 | 24,65 | 3 017 | 43,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 454 | 0,02 | 252 | 15,60 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 3 609 | 3,92 | 167 | 19,42 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 7 735 | 6,50 | 358 | 22,68 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4 295 | 203 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 3 150 | 0,03 | 146 | 15,08 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 477 | 53,90 | 1 086 | 77,58 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 4 401 | 204 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 600 | 28 | ||||||
| 2025-08-25 | NP | ICTTX - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class | 18 000 | 832 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 11 602 | 4,50 | 536 | 20,72 | ||||
| 2025-08-13 | 13F | Icon Advisers Inc/co | 18 000 | 832 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4 500 | 208 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 462 | 32,54 | 159 | 51,43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 34 761 | 0,05 | 1 607 | 15,45 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 471 | 207 |
