Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF comprennent Fisher Asset Management, LLC, Fifth Third Securities, Inc., Glenmede Investment Management, LP, Kestra Private Wealth Services, Llc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Brinker Capital Investments, LLC, Western Wealth Management, LLC, Kingsview Wealth Management, LLC, Kovitz Investment Group Partners, LLC, Harbor Asset Planning, Inc., Bbr Partners, Llc, Horizon Wealth Management, LLC, Milestones Private Investment Advisors LLC, AlphaCore Capital LLC, Ameriflex Group, Inc., Twin Peaks Wealth Advisors, LLC, et Assetmark, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Independent Advisor Alliance | 3 512 | 412 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 88 329 | 47,27 | 10 422 | 80,92 | ||||
2025-07-29 | 13F | Private Trust Co Na | 5 145 | 3,69 | 604 | 26,89 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 13 885 | 102,94 | 1 631 | 148,10 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 686 | 44,12 | 81 | 77,78 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 095 | 951 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 052 | 102 500,00 | 238 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 515 | 0,52 | 4 299 | 14,55 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 47 778 | 84,41 | 5 611 | 125,48 | ||||
2025-07-18 | 13F | Truist Financial Corp | 48 759 | 0,19 | 5 726 | 22,53 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 914 | 56,00 | 1 164 | 90,82 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 121 737 | 8,66 | 14 297 | 32,87 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19 954 | 86,35 | 2 343 | 127,92 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 7 538 | 885 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2 712 | 318 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 108 | 69,28 | 365 | 107,39 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2 321 | 72,57 | 273 | 110,85 | ||||
2025-08-14 | 13F | Fmr Llc | 20 215 | 1,83 | 2 374 | 24,55 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 121 061 | 155,60 | 14 217 | 212,60 | ||||
2025-07-07 | 13F | Investors Research Corp | 11 952 | 10,38 | 1 404 | 35,03 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 425 | 0,97 | 1 224 | 23,51 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 072 | 37,47 | 478 | 68,31 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 979 | 232 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 | 1 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 50 107 | 5 885 | ||||||
2025-08-08 | 13F | Creative Planning | 7 445 | 2,55 | 874 | 25,39 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 64 815 | 7 612 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 108 053 | 2,01 | 12 690 | 24,74 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 76 541 | 8 989 | ||||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 972 | 232 | ||||||
2025-08-14 | 13F | Bbr Partners, Llc | 1 775 | 208 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 90 519 | 0,39 | 10 631 | 22,76 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 791 | 7,54 | 563 | 31,62 | ||||
2025-08-14 | 13F | Mariner, LLC | 46 361 | 1 255,19 | 5 445 | 1 559,76 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 79 243 | 5,36 | 9 306 | 28,84 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2 898 | 1,36 | 340 | 24,09 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 064 889 | 20,40 | 125 061 | 47,23 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 3 448 | 28,18 | 405 | 59,68 | ||||
2025-08-14 | 13F | Blue Capital, Inc. | 11 115 | 53,86 | 1 305 | 77,79 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 26 918 | 29,35 | 3 161 | 58,21 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 4 196 | 22,62 | 493 | 50,00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 016 | 707 | ||||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 775 | 208 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 29 090 | 31,49 | 3 416 | 60,83 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 921 | 695 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 053 | 241 | ||||||
2025-08-11 | 13F | Advisor Resource Council | 3 512 | 412 | ||||||
2025-08-12 | 13F | AlphaCore Capital LLC | 45 | 5 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 541 | 416 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 295 | 80,00 | 270 | 118,70 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 277 | 267 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 082 | 345,66 | 2 006 | 445,11 | ||||
2025-08-15 | 13F | Morgan Stanley | 838 929 | 8,52 | 98 524 | 32,71 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 154 234 | 61,39 | 18 113 | 97,37 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 105 | 2,51 | 600 | 25,31 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 959 | 396,89 | 113 | 522,22 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 6 442 | 757 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 29 300 | 3 441 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 29 804 | 105,43 | 4 | 200,00 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 168 139 | 0,19 | 19 | 18,75 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 750 | 0,54 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 87 869 | 0,40 | 10 319 | 22,77 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 49 539 | 36,77 | 5 741 | 65,30 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 81 174 | 82,82 | 9 533 | 123,57 | ||||
2025-08-08 | 13F | Firestone Capital Management | 36 087 | 4 238 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31 727 | 0,06 | 3 726 | 22,36 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 405 631 | 6,78 | 47 637 | 30,57 | ||||
2025-08-04 | 13F | Assetmark, Inc | 4 | 0 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 8 877 | 1 043 | ||||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 288 | 34 | ||||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 1 766 | 207 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 10 587 | 2,76 | 1 243 | 25,68 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 24 | 3 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8 724 | 13,74 | 1 025 | 39,13 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 918 | 225 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 3 105 | 10,15 | 365 | 34,81 |