Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF comprennent Fundamentun, Llc, Summit Financial, LLC, Alpha Financial Advisors, LLC, Florida Financial Advisors, Llc, Wealth Group Ltd, Howe & Rusling Inc, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, et SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 75 311 | 103,85 | 4 680 | 112,88 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3 630 | 0,72 | 226 | 5,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 263 | 262,15 | 203 | 281,13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2 694 | 167 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 258 | 241,18 | 1 526 | 260,76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774 088 | 20,94 | 48 102 | 26,29 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 46 317 | 0,83 | 2 879 | 5,27 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9 003 | 0,72 | 559 | 5,27 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 51 664 | 0,71 | 3 210 | 5,18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 544 | 49,75 | 2 768 | 56,33 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 3 675 | 0,55 | 228 | 5,07 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8 329 | 0,23 | 518 | 4,66 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 765 | 0,05 | 607 | 4,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 932 | 0,06 | 431 | 4,37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 430 | 0,70 | 27 | 4,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85 573 | 10,50 | 5 317 | 15,39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194 151 | 4,24 | 12 065 | 8,85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18 662 | 2,44 | 1 160 | 6,92 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 110 267 | 0,02 | 6 852 | 4,45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 192 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153 455 | 9,09 | 9 536 | 13,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19 024 | 2,70 | 1 182 | 7,26 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 023 | 64 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122 026 | 7 583 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 15 273 | 29,70 | 949 | 35,57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 808 | 0,49 | 672 | 4,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 371 551 | 12,39 | 85 228 | 17,36 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 908 | 3,25 | 114 | 7,62 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 371 | 18,49 | 334 | 23,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77 601 | 33,39 | 5 | 33,33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5 406 | 0,37 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 684 | 0,59 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 576 | 0,15 | 1 154 | 4,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 133 | 0,17 | 505 | 4,55 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 310 057 | 6,90 | 19 267 | 11,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 407 | 0,23 | 274 | 4,60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 396 | 0,67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479 940 | 6,93 | 30 | 11,54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 735 207 | 0,05 | 232 106 | 4,47 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4 192 | 260 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 450 | 28 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3 405 | 212 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23 909 | 6,09 | 1 486 | 10,74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 840 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 787 | 235 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26 034 | 24,11 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 129 | 8,49 | 257 | 13,78 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 859 | 57,61 | 178 | 65,42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 848 | 115 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 151 182 | 1,10 | 9 394 | 5,56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 577 | 160 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 131 708 | 1,98 | 8 184 | 6,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 676 | 82,61 | 227 | 91,53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 878 | 8,11 | 7 886 | 12,88 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 37 513 | 2 331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 291 | 8,57 | 1 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 3 300 | 205 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174 323 | 11,81 | 10 832 | 16,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263 460 | 0,45 | 16 371 | 4,90 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 3 630 | 0,39 | 226 | 4,65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 377 | 0,38 | 2 074 | 4,85 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4 756 | 2,74 | 296 | 7,27 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 23 827 | 0,70 | 1 481 | 5,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 619 | 287 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 318 | 206 |
