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 Health Care ETF comprennent Ballast, Inc., Harbor Asset Planning, Inc., Exchange Traded Concepts, Llc, et Financial Network Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 53 129 | 88,17 | 1 550 | 84,74 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19 251 | 562 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 75 175 | 0,14 | 2 194 | -1,79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 176 582 | 0,47 | 5 153 | -1,45 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 139 979 | 2,51 | 4 085 | 0,54 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5 727 | 0,16 | 167 | -1,76 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 001 | 29 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 001 | 0,16 | 700 | 3,55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 323 | 9 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 53 713 | 308,71 | 1 567 | 301,79 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 109 934 | 5,34 | 3 208 | 3,32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 854 | 10,17 | 303 | 3,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41 637 | 6,89 | 1 215 | 4,84 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 41 282 | 2,34 | 1 205 | 0,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 163 | 0,62 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 037 | 0,19 | 30 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137 564 | 4,27 | 4 014 | 2,27 | ||||
| 2025-08-08 | 13F | Creative Planning | 118 098 | 23,77 | 3 446 | 21,42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 39 781 | 110,56 | 1 161 | 106,41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 400 | 15,94 | 187 | 13,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21 523 | 9,23 | 628 | 7,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 327 886 | 98,99 | 9 568 | 95,17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 357 | 0,73 | 769 | -0,52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 977 | 3,83 | 29 | 3,70 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 816 | 0,01 | 432 | -1,82 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 122 087 | 2,15 | 3 562 | 0,20 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 354 | 10 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3 269 | 0,28 | 95 | -1,04 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4 555 | 0,20 | 133 | -2,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 936 | 56 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43 100 | 25,13 | 1 252 | 22,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136 569 | 35,81 | 3 985 | 33,23 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 407 726 | 5,29 | 11 897 | 3,27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23 743 | 0,06 | 693 | -1,84 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 322,22 | 8 | 600,00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 14 567 | 0,01 | 425 | -1,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12 508 | 8,93 | 365 | 6,74 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 529 | 0,03 | 220 | -1,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785 996 | 11,16 | 22 935 | 9,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 119 | 1,18 | 295 | -0,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 049 | 486,03 | 31 | 500,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69 916 | 584,04 | 2 040 | 571,05 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 701 | 0,29 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 355 421 | 2,52 | 10 371 | 0,56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 66 595 | 9,83 | 1 943 | 7,76 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 117 495 | 3 429 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 12 477 | 0,02 | 364 | -1,89 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9 100 | 266 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 412 | 0,09 | 100 | -1,98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 8 337 | 0,19 | 243 | -1,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 314 | -15,82 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110 709 | 12,18 | 3 230 | 10,05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 295 294 | 7,46 | 8 617 | 5,39 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 840 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12 705 | 0,01 | 371 | -1,86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26 847 | 0,22 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 123 776 | 1,71 | 3 612 | 0,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20 052 | 50,63 | 585 | 47,73 |
