Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF comprennent Convergence Financial, LLC, D.a. Davidson & Co., Brasada Capital Management, Lp, Tower Research Capital LLC (TRC), Claris Financial LLC, Bulwark Capital Corp, Ameritas Advisory Services, LLC, Dorsey & Whitney Trust CO LLC, Scientech Research LLC, Astra Wealth Partners LLC, Integrated Advisors Network LLC, Capital Advisory Group Advisory Services, LLC, Gladstone Institutional Advisory LLC, CIBC Private Wealth Group, LLC, Quaker Wealth Management, LLC, Harbour Investments, Inc., Twin Peaks Wealth Advisors, LLC, et NorthRock Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 176 | 19 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 27 159 | 103,99 | 2 866 | 103,99 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 134 971 | 3,65 | 14 247 | 3,66 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 147 386 | 5,81 | 15 555 | 5,82 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 135 753 | 1 914,74 | 14 327 | 1 915,05 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 325 596 | 18,05 | 34 363 | 18,06 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 10 103 | 0,09 | 1 066 | 0,09 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2 783 | 14,81 | 294 | 14,90 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 173 628 | 3,08 | 18 | 5,88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 38 | 4 | ||||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 101 127 | 0,43 | 10 673 | 0,42 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 63 173 | 73,92 | 6 667 | 73,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 16 442 | 42,32 | 1 735 | 42,33 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 646 | 1,10 | 68 | 1,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 318 | 245 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 61 | 6 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 022 | 1 585 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 27 536 | 13,75 | 2 906 | 13,78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 47 300 | 4 992 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 685 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 210 | 655 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 481 553 | 15,03 | 50 823 | 15,04 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15 520 | 2,53 | 1 638 | 2,50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58 096 | 24,02 | 6 131 | 24,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 451 | 262,46 | 470 | 263,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 376 723 | 96,38 | 39 759 | 96,40 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 27 180 | 2,74 | 2 869 | 2,76 | ||||
| 2025-04-29 | NP | OCIO - ClearShares OCIO ETF | 69 296 | 7 313 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 549 | 0,18 | 58 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 389 764 | 54,56 | 41 136 | 54,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 88 919 | 0,67 | 9 385 | 0,68 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 8 416 | 888 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 19 060 | 2,64 | 2 012 | 2,65 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 27 970 | 4,42 | 2 952 | 4,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 36 | 4 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 368 | 39 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 845 | 1 461 | ||||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 38 073 | 4 021 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 333 832 | 3,75 | 35 233 | 3,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 684 077 | 47,14 | 72 198 | 47,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 63 406 | 34,48 | 6 692 | 34,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 304 | 12,63 | 2 987 | 12,63 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 939 | 7,93 | 521 | 8,09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 105 | 750 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 755 431 | 5,60 | 79 728 | 5,60 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 117 | 12 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 112 576 | 21,58 | 11 881 | 21,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 50 | 5 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 40 594 | 21,19 | 4 284 | 21,19 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 960 | 207 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 637 | 84,43 | 384 | 84,13 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 342 | 67,33 | 142 | 67,86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 299 | 154,74 | 1 298 | 155,01 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 296 726 | 25,89 | 31 316 | 25,90 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 20 674 | 2 183 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 988 | 264,52 | 1 390 | 153,01 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 10 910 | 1 151 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 160 266 | 30,78 | 16 914 | 30,70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 21 811 | 6,27 | 2 302 | 6,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51 477 | 3,04 | 5 433 | 3,03 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 4 801 | 507 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 077 | 1 486 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25 712 | 23,83 | 2 714 | 23,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 875 | 311,92 | 726 | 311,93 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 16 682 | 11,07 | 1 761 | 11,04 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 662 | 1,07 | 70 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 451 988 | 29,94 | 47 703 | 29,95 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 9 191 | 7,76 | 970 | 7,78 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11 214 | 19,30 | 1 183 | 19,27 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 493 | 106,74 | 580 | 106,79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 30 711 | 3 241 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 30 553 | 3 225 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 304 427 | 4,45 | 32 129 | 4,46 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 28 970 | 3 057 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 95 062 | 10 033 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 530 | 0,79 | 900 | 0,78 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 75 666 | 18,70 | 7 986 | 18,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 033 | 69,90 | 109 | 70,31 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 26 083 | 11,25 | 2 753 | 11,24 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 631 723 | 3,00 | 66 672 | 3,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 900 | 306 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13 726 | 30,07 | 1 448 | 29,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 859 | 2,30 | 829 | 2,35 |
