Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF comprennent Perigon Wealth Management, LLC, Wealthcare Advisory Partners LLC, Iams Wealth Management, Llc, Wbi Investments, Inc., Howard Wealth Management, Llc, Sowell Financial Services LLC, IronOak Wealth LLC., Empirical Asset Management, LLC, Traub Capital Management LLC, Skopos Labs, Inc., Elequin Capital Lp, Cullen/frost Bankers, Inc., et Beacon Capital Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 685 767 | 0,96 | 17 178 | 0,85 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 118 758 | 4,46 | 2 975 | 4,31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 206 | 30 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 000 | 25 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10 824 | 423,40 | 271 | 431,37 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 15 099 | 378 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 428 | 61 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 890 | 0,05 | 223 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 625 306 | 59,83 | 40 733 | 59,72 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 277 388 | 20,58 | 6 949 | 20,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27 320 | 6,39 | 684 | 6,21 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38 700 | 969 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 48 946 | 179,48 | 1 226 | 179,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108 224 | 43,56 | 2 712 | 43,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37 912 | 64,07 | 950 | 63,90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 208 376 | 856,34 | 5 220 | 855,86 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 171 720 | 6,18 | 4 302 | 6,04 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 44 499 | 0,45 | 1 116 | 0,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 931 | 3,08 | 149 | 2,78 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66 401 | 2,49 | 1 663 | 2,15 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27 367 | 22,28 | 686 | 22,10 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 45 474 | 12,37 | 1 139 | 12,33 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 112 872 | 6,58 | 2 827 | 6,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 823 | 0,60 | 446 | 0,45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 67 246 | 143,82 | 1 685 | 143,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18 742 | 469 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 140 968 | 8,33 | 3 531 | 8,21 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 7 874 | 197 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11 339 | 1,27 | 284 | 1,43 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 49 497 | 125,45 | 1 240 | 125,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 56 | 2 700,00 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132 578 | 2,42 | 3 321 | 2,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39 747 | 2,26 | 996 | 2,16 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 8 055 | 202 | ||||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 317 682 | 25,74 | 7 958 | 25,58 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9 572 | 240 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 604 | 102,68 | 15 | 114,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 566 | 465 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 158 709 | 17,84 | 3 976 | 17,74 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 973 | 225 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 63 270 | 152,56 | 1 585 | 152,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46 346 | 0,12 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 800 | 371 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 58 776 | 102,46 | 1 472 | 102,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 331 | 58 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 294 116 | 4,57 | 7 368 | 4,45 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 552 759 | 3,29 | 13 847 | 3,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 277 124 | 27,49 | 132 192 | 27,33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 117 855 | 4,76 | 2 952 | 4,64 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14 217 | 8,38 | 356 | 8,21 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 463 093 | 4,32 | 11 619 | 4,37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21 771 | 1 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 20 066 | 4,09 | 503 | 3,93 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 333 583 | 27,93 | 8 356 | 27,61 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10 776 | 270 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 536 | 279,70 | 890 | 280,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 258 971 | 45,46 | 6 | 50,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 142 | 4 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 85 103 | 8,76 | 2 132 | 8,61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68 764 | 11,23 | 1 723 | 11,10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 420 042 | 13,04 | 10 522 | 12,91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 979 802 | 2,29 | 24 544 | 2,17 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 22 042 | 78,81 | 552 | 78,64 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 103 334 | 7,13 | 2 591 | 7,47 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 15 460 | 19,61 | 387 | 19,44 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56 478 | 22,65 | 1 415 | 22,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 385 708 | 26,28 | 9 662 | 26,12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 99 722 | 6,44 | 2 498 | 6,34 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8 017 | 201 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 59 238 | 30,92 | 1 484 | 30,78 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 12 246 | 307 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 57 | 1 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 31 171 | 9,06 | 781 | 8,94 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 553 728 | 12,46 | 13 871 | -0,62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 682 | 217 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13 359 | 39,84 | 335 | 39,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 775 | 320 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 112 935 | 2,85 | 2 829 | 2,76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 826 | 371 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 576 615 | 1,22 | 14 444 | 1,10 |
