Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF comprennent StoneCrest Wealth Management, Inc., Midwest Trust Co, First Citizens Bank & Trust Co, Elequin Capital Lp, First Trust Advisors Lp, Diversified Trust Co, Calton & Associates, Inc., Citizens Financial Group Inc/ri, Diversify Advisory Services, LLC, Nbc Securities, Inc., Nordwand Advisors, LLC, Smallwood Wealth Investment Management, LLC, Strategic Wealth Partners, Ltd., UMA Financial Services, Inc., Skopos Labs, Inc., et CENTRAL TRUST Co .
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. | 4 828 | 7,53 | 118 | 9,26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 570 | 258 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 15 372 | 376 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 345 102 | 8 438 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 95 587 | 5,51 | 2 337 | 6,42 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 52 622 | 0,19 | 1 287 | 1,02 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 600 | 39 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 25 954 | 0,55 | 635 | 1,44 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 39 652 | 969 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14 721 | 33,62 | 360 | 34,46 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 20 995 | 48,54 | 513 | 50,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 47 270 | 86,13 | 1 156 | 87,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81 349 | 37,08 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 435 | 35 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 189 326 | 4,52 | 4 629 | 5,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169 066 | 57 016,89 | 4 134 | 58 942,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13 346 | 29,13 | 326 | 30,40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1 000 | 24 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 203 814 | 2 329,25 | 4 983 | 2 354,68 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12 623 | 32,59 | 309 | 33,91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 124 305 | 2,63 | 3 039 | 3,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 490 | 4,42 | 1 161 | 5,35 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21 617 | 129,04 | 529 | 131,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 748 | 0,88 | 409 | 1,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 282 | 10,75 | 1 083 | 11,89 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 935 255 | 22 363,78 | 1 946 | 835,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 580 324 | 26,41 | 14 189 | 27,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 315 760 | 5,20 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 043 609 | 2,22 | 25 516 | 3,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 36 992 | 1,43 | 904 | 2,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 221 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 400 | 157,00 | 2 724 | 159,33 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 208 994 | 8,76 | 29 560 | 9,70 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74 809 | 10,45 | 1 833 | 11,64 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 100 915 | 23,19 | 2 467 | 24,28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 078 | 26 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20 474 | 0,56 | 501 | 1,42 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 81 735 | 7,36 | 1 998 | 8,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 496 | 16,11 | 477 | 16,95 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 837 | 241 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 176 181 | 30,18 | 28 758 | 31,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 324 | 1,66 | 815 | 2,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 156 879 | 2,51 | 3 836 | 3,40 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18 000 | 440 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 73 128 | 4,21 | 1 788 | 5,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 406 | 1,79 | 745 | 2,76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 174 708 | 3,84 | 4 272 | 4,73 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 76 574 | 1 872 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91 743 | 10,08 | 2 243 | 11,04 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9 028 | 0,45 | 221 | 1,38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22 080 | 15,85 | 540 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 551 527 | 4,00 | 13 486 | 4,91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 12 827 | 9,74 | 314 | 10,60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391 247 | 4,20 | 9 566 | 5,10 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40 568 | 4,28 | 992 | 5,09 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 70 279 | 1 718 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 462 600 | 11,63 | 35 761 | 12,59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 265 | 6 | ||||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 342 707 | 336,84 | 8 379 | 340,77 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12 029 | 0,30 | 294 | 1,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 770 | 19 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 565 | 381 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 175 937 | 1,95 | 4 302 | 2,85 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 114 306 | 10,41 | 2 795 | 11,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 541 | 41,88 | 184 | 43,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 160 647 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 64 938 | 3,77 | 1 588 | 4,68 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 93 078 | 6,47 | 2 276 | 7,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 877 | 1,32 | 217 | 2,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46 200 | 5,90 | 1 130 | 6,81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 243 581 | 4,41 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 993 469 | 4,88 | 195 440 | 5,79 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 27 411 | 54,45 | 673 | 58,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 179 153 | 4,19 | 4 380 | 5,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 156 | 37,44 | 1 077 | 38,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 993 | 20,11 | 3 594 | 21,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 45 782 | 1 119 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 083 255 | 21,31 | 75 386 | 22,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 265 | 227 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 432 | 9,17 | 304 | 9,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 964 | 220 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 715 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 52 466 | 0,33 | 1 283 | 1,18 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 29 923 | 1,22 | 732 | 2,09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 384 622 | 0,47 | 33 854 | 1,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 721 147 | 14,75 | 17 633 | 15,74 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226 080 | 4,51 | 5 528 | 5,42 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 264 159 | 61,81 | 6 459 | 63,20 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 000 | 244 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 100 937 | 4,19 | 2 468 | 5,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 343 | 136,19 | 57 | 137,50 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 50 671 | 1 239 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 127 | 3 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 25 952 | 635 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90 273 | 1,29 | 2 207 | 2,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 313 | 975,99 | 2 404 | 987,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158 839 | 2,38 | 3 884 | 3,27 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 81 496 | 11,51 | 1 993 | 12,48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 546 | 282 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12 905 | 0,05 | 316 | 0,96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 375 | 9 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 15 504 | 0,30 | 379 | 1,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115 026 | 22,58 | 2 812 | 23,66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 66 372 | 0,91 | 1 623 | 1,76 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 20 002 | 0,22 | 489 | 3,16 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 20 813 | 0,09 | 509 | 0,79 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 625 900 | 16,90 | 15 303 | 17,91 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 259 445 | 19,99 | 6 343 | 21,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 47 308 | 29,24 | 1 157 | 30,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 12,97 | 23 | 15,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 060 | 0,74 | 0 | |||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 18 625 | 0,10 | 455 | 0,89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 2 267 | 1,34 | 55 | 1,85 |
