Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF comprennent Beta Wealth Group, Inc., Ballast, Inc., Fort Point Capital Partners LLC, Triumph Capital Management, O'ROURKE & COMPANY, Inc, Boreal Capital Management LLC, QALTX - Quantified Alternative Investment Fund Investor Class Shares, et Strategic Wealth Partners, 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 | Harwood Advisory Group, LLC | 17 269 | 31,70 | 1 189 | 35,89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4 040 | 2,30 | 278 | 9,88 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15 398 | 19,30 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3 088 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39 318 | 61,13 | 2 642 | 69,03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6 616 | 456 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 235 728 | 5 944,31 | 16 230 | 6 094,27 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 199 | 13 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 17 098 | 45,08 | 1 177 | 55,89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 100 | 7 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 73 550 | 5 064 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18 239 | 6,70 | 1 256 | 14,61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8 588 | 20,67 | 591 | 29,89 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 29 | 70,59 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 999 | 209 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5 467 | 376 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 702 | 0,97 | 324 | 8,39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 258 | 4,45 | 18 | 13,33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11 322 | 9,52 | 780 | 17,67 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 119 663 | 7,33 | 8 239 | 15,35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 41 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 13 500 | 8,81 | 865 | 4,35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 803 | 8,47 | 262 | 16,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3 841 | 14,08 | 264 | 22,79 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29 786 | 149,74 | 2 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 84 | 6 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 13 130 | 0,10 | 904 | 7,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 184 894 | 27,75 | 12 730 | 37,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26 854 | 36,72 | 1 849 | 46,90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5 338 | 368 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 329 | 23 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 314 298 | 16,86 | 21 639 | 25,58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 384 | 2,13 | 27 | 13,04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 690 | 47 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202 671 | 80,60 | 13 954 | 94,09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 664 | 7,13 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 14 439 | 994 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 44 362 | 6,82 | 3 054 | 14,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 843 | 38,05 | 127 | 48,24 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 17 419 | 15,29 | 1 199 | 23,86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 867 | 3,82 | 748 | 10,65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5 219 | 3,16 | 359 | 10,80 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5 225 | 4,50 | 360 | 12,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50 000 | 54,46 | 3 442 | 66,04 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 17 575 | 27,80 | 1 210 | 37,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19 572 | 28,64 | 1 348 | 32,71 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93 089 | 8,71 | 6 638 | 15,22 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3 162 | 218 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7 900 | 544 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10 559 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7 168 | 40,38 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 447 | 64,08 | 1 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5 771 | 397 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 003 | 8,54 | 482 | 16,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32 113 | 9,84 | 2 211 | 17,99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 081 | 11,77 | 1 314 | 20,13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3 931 | 271 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41 869 | 899,98 | 2 883 | 975,37 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 600 | 41 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8 336 | 1,09 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33 078 | 10,97 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 137 673 | 27,78 | 9 479 | 37,30 |
