Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF comprennent Ballast, Inc., Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, et Twin Peaks Wealth 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 12 140 | 0,41 | 924 | 5,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 250 | 4,42 | 1 541 | 9,60 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 200 | 91 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 22 138 | 8,87 | 1 685 | 14,25 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 5 873 | 0,07 | 447 | 4,94 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 654 | 0,46 | 50 | 6,38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 93 885 | 3,95 | 7 287 | 11,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 658 | 2,94 | 507 | 7,89 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 657 | 1 344 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 92 116 | 1,58 | 7 011 | 6,61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 184 | 13,41 | 471 | 18,99 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 10 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24 822 | 2,46 | 1 892 | 7,57 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 807 | 0,34 | 1 660 | 5,27 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 5 176 | 394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 24 340 | 9,14 | 1 853 | 14,53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 757 | 10,85 | 134 | 16,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 2 718 | 207 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 103 052 | 0,41 | 7 844 | 5,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 11 340 | 11,58 | 863 | 17,10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 105 298 | 74,61 | 8 015 | 83,26 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 645 | 0,31 | 49 | 6,52 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 324 | 0,75 | 1 254 | 0,48 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 746 | 5,17 | 590 | 11,76 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 395 | 11,66 | 182 | 17,42 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 871 | 66 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 10 599 | 23,30 | 800 | 29,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 207 | 0,38 | 244 | 5,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 206 | 7,91 | 701 | 13,27 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 18 638 | 0,94 | 1 419 | 5,90 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 366 | 0,55 | 28 | 3,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 41 204 | 0,95 | 3 136 | 5,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 148 | 35,38 | 87 | 42,62 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 132 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 617 | 8,08 | 656 | 13,32 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19 444 | 42,33 | 1 477 | 48,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 912 | 450 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 142 532 | 5,00 | 10 849 | 10,19 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 650 | 1,36 | 278 | 6,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 458 | 4,45 | 1 329 | 9,56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 42 176 | 6,36 | 3 210 | 11,61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7 900 | 601 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 80 446 | 6 123 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 965 | 1,51 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 368 | 28 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9 632 | 11,92 | 733 | 17,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 297 | 23 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53 623 | 4,05 | 4 081 | 9,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 545 | 42,34 | 346 | 49,35 |
