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 Consumer Staples ETF comprennent First International Bank of Israel Ltd., Grimes & Company, Inc., Ballast, Inc., Cary Street Partners Financial Llc, Glenmede Investment Management, LP, Dunhill Financial, LLC, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16 115 | 254,18 | 483 | 249,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 231 082 | 1,01 | 6 926 | -1,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 786 | 22,52 | 353 | 19,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316 681 | 162,31 | 9 491 | 155,11 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 161 | 0,61 | 35 | -2,86 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 18 852 | 6,56 | 565 | 3,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6 458 | 39,48 | 192 | 37,14 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 55 803 | 1 672 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1 088 | 33 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 365 | 71,70 | 41 | 66,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0,65 | 19 | -5,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 367 | 221 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0,63 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 535 | 0,43 | 226 | -0,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 109 967 | 10,62 | 3 296 | 7,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 800 | 100,00 | 84 | 97,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 984 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 241 328 | 0,48 | 7 233 | -2,28 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7 210 | 8,10 | 216 | 6,40 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 53 405 | 1 601 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 98 000 | 2 937 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 54 611 | 30,39 | 1 637 | 26,82 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 50 174 | 1,54 | 1 504 | -1,25 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30 791 | 5,94 | 923 | 3,02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 552 | 166 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34 076 | 17,90 | 1 021 | 14,72 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105,00 | 1 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 13 875 | 0,35 | 416 | -2,58 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 392 | 0,02 | 491 | -2,77 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 593 | 0,13 | 48 | -4,08 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 78 929 | 87,09 | 2 366 | 81,92 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 40 929 | 0,16 | 1 227 | -2,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 253 | 57,71 | 547 | 53,65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 14 747 | 0,96 | 442 | -2,00 |
