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 Real Estate ETF comprennent Sheets Smith Wealth Management, Duncan Williams Asset Management, LLC, Wealth Advisory Team LLC, BlackRock, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 61 | 29,79 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 128 738 | 4,92 | 4 510 | 2,92 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 463 | 12,70 | 402 | 10,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 747 | 0,60 | 201 | -1,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 16 901 | 7,00 | 592 | 4,96 | ||||
| 2025-08-14 | 13F | UBS Group AG | 9 851 | 1,43 | 345 | -0,29 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 6 672 | 234 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 80 | 3 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126 441 | 27,82 | 4 429 | 25,40 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8 730 | 306 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 29 712 | 2,73 | 1 041 | 0,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 751 | 15,86 | 1 568 | 13,63 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 448 | 8,28 | 821 | 6,21 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 6 123 | 0,59 | 214 | -1,38 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 308 087 | 2,06 | 10 792 | 0,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 320 | 0,63 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 21 089 | 739 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 757 | 1 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 033 | 4,90 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 379 | 7,04 | 188 | 6,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 702 | 0,54 | 620 | -1,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 470 | 402 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 5 747 | 201 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 65 | 2 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 27 335 | 1,45 | 958 | -0,52 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 21 742 | 152,08 | 762 | 147,88 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 28 945 | 1 014 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 680 | 267,57 | 24 | 283,33 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 37 062 | 9,83 | 1 298 | 7,72 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32 330 | 28,40 | 1 133 | 25,92 |
