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 Ultra Dividend Revenue ETF comprennent Concurrent Investment Advisors, LLC, Qrg Capital Management, Inc., Mutual Advisors, LLC, Kestra Private Wealth Services, Llc, Skopos Labs, Inc., Hantz Financial Services, Inc., Farther Finance Advisors, LLC, et Providence Capital Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 582 399 | 12,65 | 27 868 | 10,41 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 197 | 249 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 30 735 | 1,22 | 1 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 120 528 | 8,31 | 5 767 | 6,17 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 61 077 | 2,21 | 2 923 | 0,17 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 25 287 | 1,01 | 1 210 | -1,06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 340 466 | 4,65 | 16 291 | 2,57 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 353 | 1,15 | 17 | -5,88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 516 | 695 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 143 | 7 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39 594 | 0,46 | 1 895 | -0,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75 579 | 3,88 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 302 | 0,18 | 1 354 | -1,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 376 | 1,08 | 18 | -5,56 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 3 110 | 0,81 | 149 | -1,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 135 | 6 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 12 634 | 2,59 | 605 | 0,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 048 296 | 2,29 | 50 161 | 0,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55 961 | 43,76 | 2 667 | 41,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 550 790 | 1,88 | 26 355 | -0,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 253 000 | 611,93 | 12 106 | 598,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 300 | 50,00 | 14 | 55,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 122 | 9,26 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 339 | 1 666,67 | 160 | 1 666,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 221 | 11 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 15 101 | 0,19 | 723 | -1,77 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 144 | 1,41 | 7 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 745 | 323 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 174 013 | 0,25 | 8 328 | -1,73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218 614 | 11,38 | 10 454 | 9,12 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 133 | 6 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 9 585 | 39,22 | 459 | 36,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 51 756 | 0,32 | 2 477 | 4,69 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 078 | 5,46 | 1 152 | 3,41 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 711 039 | 1,15 | 34 023 | -0,86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 084 | 3,37 | 339 | 1,20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 143 | 0 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 14 522 | 1,83 | 695 | -0,29 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 991 | 1,00 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 5 169 | 0,78 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 669 | 11,06 | 367 | 8,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 838 | 0,26 | 375 | -1,57 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 135 | 1,50 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 374 | 1,59 | 449 | -0,44 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 16 704 | 236,10 | 799 | 230,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 108 | 27,14 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 565 | 4,27 | 123 | 1,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 57 153 | 0,95 | 2 735 | -1,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 665 | 12 968,63 | 319 | 15 800,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 578 | 8,91 | 315 | 6,80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 30 066 | 200,00 | 1 439 | 194,07 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6 886 | 177,33 | 329 | 171,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 43 674 | 1,49 | 2 090 | -0,52 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9 458 | 453 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 27 106 | 0,67 | 1 297 | -1,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7 047 | 18,46 | 337 | 16,21 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 370 | 416 |
