Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF meliputi EWG Elevate Inc., Grimes & Company, Inc., Wealth Advisory Team LLC, Beta Wealth Group, Inc., PFG Investments, LLC, Pacific Sun Financial Corp, Accurate Wealth Management, LLC, Lowe Brockenbrough & Co Inc, Smallwood Wealth Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, EverSource Wealth Advisors, LLC, dan Duncker Streett & Co Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,705 | 0.75 | 794 | 13.11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 28,006 | 30.57 | 1,742 | 45.57 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 3,271 | 204 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 7,561 | 3.62 | 473 | 16.26 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 159,370 | 0.06 | 9,961 | 12.29 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83,171 | 1.72 | 5,198 | 14.17 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,205 | 200 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 6,323 | 8.59 | 395 | 21.91 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3,970 | 248 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7,106 | 444 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 129,830 | 37.64 | 8,114 | 54.46 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72,704 | 12.91 | 4,544 | 26.72 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,760 | 11.84 | 298 | 25.74 | ||||
2025-08-12 | 13F | Fca Corp /tx | 57,480 | 0.40 | 3,592 | 12.67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 39,999 | 16.59 | 2,500 | 30.84 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 151,347 | 14.43 | 9,491 | 28.80 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 7,039 | 440 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 60,004 | 3,750 | ||||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5,208 | 326 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,460 | 216 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 125,003 | 32.29 | 7,813 | 48.46 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,939 | 0.80 | 434 | 22.66 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 7,274 | 1.54 | 455 | 14.07 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 3,260 | 204 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,028 | 1.28 | 695 | 14.52 | ||||
2025-07-25 | 13F | Cwm, Llc | 2,668 | 7.89 | 0 | |||||
2025-07-15 | 13F | EWG Elevate Inc. | 60,774 | 3,798 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61,488 | 0.21 | 3,984 | 16.56 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 16,884 | 10.96 | 1,055 | 24.56 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 3,305 | 207 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 6,981 | 436 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 8,471 | 2.82 | 529 | 15.50 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,470 | 1.01 | 654 | 13.34 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4,275 | 0.47 | 267 | 13.14 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1,135 | 71 | ||||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 17,495 | 1,093 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,215 | 37.52 | 263 | 58.43 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 57,584 | 6.06 | 3,599 | 19.02 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 161,095 | 0.98 | 10,068 | 13.33 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57,827 | 14.31 | 3,614 | 28.29 | ||||
2025-08-14 | 13F | UBS Group AG | 516,104 | 1.34 | 32,256 | 13.74 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,914 | 13.92 | 2,870 | 27.85 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 4,729 | 0 | ||||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 8,418 | 0.21 | 526 | 12.63 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 20,692 | 25.19 | 1,293 | 40.54 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 4,298 | 269 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 5,125 | 166.23 | 320 | 199.07 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 3,494 | 218 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103.89 | 52 | 136.36 | ||||
2025-04-11 | 13F | First Affirmative Financial Network | 36,265 | 1.55 | 2,020 | 4.34 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 423,184 | 33.43 | 26,449 | 49.75 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 1,345 | 84 | ||||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 10,719 | 1.71 | 670 | 14.16 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,924 | 245 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,509 | 219 | ||||||
2025-08-08 | 13F | Creative Planning | 7,631 | 0.04 | 477 | 12.26 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,000 | 62 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |