Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF comprennent Bnp Paribas Arbitrage, Sa, Advisor OS, LLC, Trust Co Of Vermont, Ameritas Advisory Services, LLC, Key FInancial Inc, Creative Financial Designs Inc /adv, Briaud Financial Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Colony Group, LLC | 1 796 | 210 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 941 | 5,73 | 811 | 14,55 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 10 202 | 22,33 | 1 193 | 32,59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 532 | 27,56 | 296 | 38,32 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 292 | 1,21 | 1 787 | 9,70 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 758 | 1,62 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 310 | 31,91 | 36 | 44,00 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 2 409 | 4,24 | 295 | 18,07 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 7 | 1 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 51 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 653 | 19,69 | 427 | 29,48 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 000 | 351 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 000 | 1 169 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 116 051 | 2,47 | 13 565 | 11,03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 71 | 136,67 | 8 | 166,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 795 | 12,53 | 911 | 21,95 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32 902 | 26,06 | 3 857 | 37,18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 003 | 117 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 175 505 | 2,71 | 20 515 | 11,29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126 366 | 11,11 | 14 771 | 20,39 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 914 | 2,51 | 1 159 | 11,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 64 749 | 4,41 | 7 893 | 17,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 9 121 | 1,22 | 1 066 | 9,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 89 839 | 14,87 | 11 | 25,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 168 | 20 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19 247 | 49,51 | 2 250 | 62,03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 41 298 | 60,66 | 5 | 100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 309 | 36 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 197 | 21,09 | 607 | 31,10 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 259 | 849 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 318 | 0,37 | 1 674 | 8,78 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 3 536 | 0,40 | 413 | 8,97 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 1 957 | 229 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 694 | 1,62 | 2 536 | 10,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2 745 | 0,29 | 321 | 8,47 | ||||
| 2025-08-07 | 13F | Nwam Llc | 20 724 | 0,60 | 2 508 | 12,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 861 760 | 1,92 | 100 731 | 10,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 192 | 4,63 | 739 | 15,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 223 | 0,14 | 260 | 8,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11 909 | 12,88 | 1 392 | 22,32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 896 | 68,96 | 4 313 | 83,10 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 18 291 | 9,77 | 2 138 | 18,98 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 631 | 14,26 | 1 243 | 23,83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 132 | 15 | ||||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 010 | 1,21 | 469 | 9,60 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 46 682 | 2,81 | 5 457 | 11,39 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 2 500 | 0,36 | 292 | 8,96 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 1 734 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 064 | 2,10 | 826 | 10,59 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 913 | 9,27 | 457 | 18,39 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7 014 | 0,17 | 846 | 11,92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 270 | 5,08 | 967 | 13,78 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 4 855 | 0,41 | 568 | 8,83 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 44 691 | 4,83 | 5 224 | 13,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 639 | 0,37 | 659 | 8,75 |
