Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF meliputi Journey Strategic Wealth Llc, Orser Capital Management, Llc, Hsbc Holdings Plc, Bay Capital Advisors, LLC, Wiley Bros.-aintree Capital, Llc, M Holdings Securities, Inc., Park Avenue Securities Llc, Putnam Fl Investment Management Co, Glenmede Investment Management, LP, Chung Wu Investment Group, LLC, Westside Investment Management, Inc., Strategic Wealth Partners, Ltd., Harbor Asset Planning, Inc., Ameriflex Group, Inc., dan Armstrong Advisory Group, 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.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 29 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 60 | 3 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 18,086 | 9.69 | 889 | 33.13 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 29,820 | 1,466 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,155 | 8.07 | 401 | 31.15 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 20 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 907,257 | 27.48 | 44,587 | 54.73 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5,863 | 288 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 680 | 33 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,399 | 216 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28,414 | 6.27 | 1,396 | 29.02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 224 | 833.33 | 11 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,719 | 313 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,133 | 0.03 | 498 | 21.46 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,053 | 20.53 | 445 | 46.05 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,035 | 5.60 | 100 | 28.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,900 | 752 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 19,400 | 953 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15,921 | 3.41 | 782 | 25.52 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 19,082 | 97.09 | 938 | 139.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,942 | 243 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,551 | 224 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 1,240 | 61 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,169 | 0.01 | 893 | 21.36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 322 | 206.67 | 16 | 275.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 17,819 | 876 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 586 | 29 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 34,831 | 3.48 | 1,712 | 25.62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 164,343 | 4.02 | 8,077 | 26.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 40,931 | 1.52 | 2 | 100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,484 | 19.10 | 73 | 44.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,638 | 143.78 | 1,309 | 196.15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 82 | 4 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 324,030 | 1.22 | 15,924 | 22.85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25,625 | 1,259 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9,587 | 16.50 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10,043 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,000 | 147 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 58,001 | 21.04 | 2,833 | 45.13 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 281,158 | 13,818 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,255 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119,935 | 21.67 | 5,894 | 47.69 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 3,160 | 86.98 | 160 | 135.29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35,989 | 10.57 | 1,769 | 34.24 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,310 | 261 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 35 | 2 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,214 | 207 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4,350 | 214 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 6,850 | 2,684.55 | 337 | 3,633.33 |
