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 Technology ETF comprennent Kingstone Capital Partners Texas, LLC, RMG Wealth Management LLC, Compass Wealth Management, LLC/GA, Ballast, Inc., Concurrent Investment Advisors, LLC, OV Management LLC, Summit Wealth Group Llc / Co, VestGen Advisors, LLC, IFG Advisory, LLC, Capital Investment Advisors, LLC, NWF Advisory Services Inc., Zwj Investment Counsel Inc, Miracle Mile Advisors, LLC, Grimes & Company, Inc., D. E. Shaw & Co., Inc., Vivaldi Capital Management, LLC, Sovereign Financial Group, Inc., First National Advisers, LLC, OLIO Financial Planning, et Glenmede Investment Management, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 350 | 0,15 | 55 | 19,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 935 | 11,33 | 1 425 | 32,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 381 800 | 141,82 | 15 570 | 188,37 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28 825 | 1,32 | 1 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8 320 | 24,51 | 339 | 48,68 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 71 549 | 0,00 | 2 918 | 19,26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 177 | 3,51 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 58 878 | 22,43 | 2 401 | 46,05 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 17 233 | 0,12 | 703 | 19,39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 737 | 0,74 | 356 | 20,27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 805 | 532,24 | 196 | 650,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 994 762 | 4,87 | 81 346 | 25,05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 23 647 | 0,29 | 964 | 19,60 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 41 394 | 25,26 | 1 688 | 49,38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 530 | 141,64 | 348 | 189,17 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6 710 | 274 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 354 | 0,01 | 667 | 19,14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 917 | 201 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97 343 | 10,38 | 3 970 | 31,60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51 068 | 16,74 | 2 083 | 39,08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 41 903 | 3,43 | 1 709 | 23,32 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61 675 | 0,03 | 2 515 | 19,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 876 | 240 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 563 512 | 219,86 | 145 319 | 281,40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 239 | 214 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71 944 | 0,15 | 2 934 | 19,42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 000 | 82 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 18 837 | 768 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288,89 | 19 | 280,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 36 897 | 0,06 | 1 505 | 19,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21 048 | 2,86 | 858 | 22,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 253 | 11,47 | 1 234 | 32,87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 451 125 | 160,26 | 59 177 | 210,34 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5 570 | 227 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 704 | 0,04 | 110 | 19,57 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 286 | 0,07 | 297 | 9,19 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27 883 | 0,00 | 1 137 | 19,31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 221 | 9,82 | 335 | 30,86 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 103 728 | 1,62 | 4 230 | 21,17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 118 458 | 4,11 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 186 | 252 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 16 480 | 1,05 | 672 | 20,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361 339 | 18,58 | 15 | 40,00 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 5 368 | 219 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 043 | 206 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 796 681 | 0,83 | 32 489 | 20,23 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 329 823 | 55 241 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 155 698 | 119,48 | 6 349 | 161,71 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5 129 | 209 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80 813 | 2,02 | 3 296 | 21,63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 000 | 204 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 178 234 | 14,88 | 7 268 | 37,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 524 | 388 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4 937 | 201 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114 874 | 1,96 | 5 | 33,33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218 670 | 2,93 | 8 917 | 22,13 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21 868 | 12,90 | 907 | 37,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 14 809 | 1,76 | 604 | 21,33 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123 500 | 2,09 | 5 036 | 21,73 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287 316 | 1,77 | 11 717 | 21,35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61 727 | 1,11 | 2 517 | 20,60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151 804 | 6,42 | 6 191 | 26,90 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 32 622 | 0,00 | 1 330 | 19,28 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4 974 | 0,14 | 203 | 19,53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 153 528 | 6,53 | 6 261 | 27,03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 111 756 | 22,91 | 4 557 | 33,95 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 149 | 210 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 000 | 204 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15 503 | 0,12 | 632 | 19,47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 127 827 | 1,69 | 5 213 | 21,24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80 030 | 3 264 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5 385 050 | 257 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6 169 | 257 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 634 | 0,03 | 318 | 17,41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20 794 | 18,51 | 848 | 63,83 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 540 | 63 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5 040 | 206 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 91 640 | 23,54 | 3 737 | 47,36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11 727 | 0,12 | 478 | 19,50 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7 167 | 1,59 | 292 | 21,16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 158 772 | 6 475 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17,74 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20 050 | 176,55 | 686 | 152,77 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 941 | 242 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28,77 | 11 | 57,14 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 19 176 | 0,01 | 782 | 19,39 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 528 | 103 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28 744 | 2,87 | 1 172 | 22,72 | ||||
| 2025-08-14 | 13F | OV Management LLC | 24 504 | 999 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537 561 | 1,61 | 21 922 | 21,16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 925 | 242 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 426 364 | 2,01 | 58 167 | 21,63 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275 398 | 11 231 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809 735 | 5,40 | 33 028 | 25,68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 126 879 | 22,73 | 5 267 | 48,97 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385 253 | 21,88 | 15 711 | 45,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 243 | 227,10 | 336 | 290,70 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 149 694 | 0,65 | 5 763 | 43,08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48 610 | 5,35 | 1 982 | 25,60 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5 256 | 214 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 264 096 | 6,29 | 10 770 | 26,74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0,47 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 834 | 360 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29 658 | 1,98 | 1 232 | 29,99 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34 749 | 29,83 | 1 417 | 74,72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 670 | 2,55 | 272 | 22,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 543 274 | 16,19 | 22 155 | 38,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 500 | 360,00 | 469 | 450,59 | |||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13 366 | 0,03 | 545 | 19,52 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 937 | 0,12 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 83 453 | 0,36 | 3 403 | 19,70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 695 | 273 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 038 | 0,13 | 613 | 19,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484,42 | 18 | 800,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 486 524 | 3,84 | 19 840 | 23,82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5 749 | 234 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 446 093 | 1,33 | 18 192 | 20,83 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 16 249 | 59,62 | 663 | 90,23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31 201 | 19,05 | 1 272 | 41,96 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 958 | 39,92 | 936 | 66,84 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 20 033 | 0,01 | 817 | 19,12 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5 850 | 200 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -50,00 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7 606 | 0,07 | 310 | 19,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173 600 | 0,02 | 7 | 40,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10 400 | 424 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4 970 | 203 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12 480 | 0,02 | 1 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 5 350 | 218 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 704 | 8,53 | 151 | 30,17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 900 | 159 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266 498 | 3 978,01 | 7 | -97,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 53 954 | 0,78 | 2 200 | 20,22 |
