Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF meliputi Berkeley, Inc, Tandem Financial, LLC, Orion Portfolio Solutions, LLC, Atomi Financial Group, Inc., HighTower Advisors, LLC, StoneX Group Inc., Richmond Investment Services, LLC, Betterment LLC, CI Private Wealth, LLC, SRS Capital Advisors, Inc., Highline Wealth Partners Llc, Atlantic Union Bankshares Corp, dan Sound Income Strategies, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,536 | 226.89 | 1,231 | 246.48 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 66,181 | 3,408 | ||||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 131,010 | 22.47 | 6,747 | 27.77 | ||||
2025-08-14 | 13F | Fmr Llc | 2,340 | 214.94 | 121 | 233.33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 684,623 | 81.19 | 35,258 | 89.05 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,995 | 154 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 120,660 | 0.48 | 6,214 | 4.84 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 10,689 | 39.89 | 550 | 45.89 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,164 | 0.43 | 60 | 3.51 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 4,494 | 231 | ||||||
2025-08-11 | 13F | Berkeley, Inc | 107,390 | 5,531 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,428 | 5.78 | 383 | 10.40 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 43,665 | 32.07 | 2,249 | 37.83 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,193 | 16.21 | 216 | 20.11 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58,901 | 85.30 | 3,033 | 93.43 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19,011 | 938 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1,445,230 | 11.51 | 74,429 | 16.34 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 104,932 | 12.48 | 5,404 | 17.38 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 553,625 | 42.59 | 28,512 | 48.77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 122,507 | 29.17 | 6 | 50.00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4,043 | 208 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 115,203 | 0.20 | 5,933 | 4.53 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 129,200 | 6.53 | 6,654 | 11.14 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 69,757 | 11.89 | 3,593 | 16.74 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,157 | 0.15 | 575 | 4.55 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 5,695 | 293 | ||||||
2025-08-13 | 13F/A | StoneX Group Inc. | 5,536 | 220 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 47,630 | 22.93 | 2 | 100.00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,828 | 712 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,775 | 1.50 | 400 | 5.82 | ||||
2025-08-12 | 13F | Centric Wealth Management | 5,559 | 0.31 | 290 | 6.23 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 92,682 | 15.76 | 4,773 | 20.80 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 8,428 | 22.41 | 434 | 28.02 | ||||
2025-08-07 | 13F | PFG Advisors | 92,919 | 8.26 | 4,785 | 12.96 | ||||
2025-08-14 | 13F | Betterment LLC | 4,159 | 0 | ||||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 25 | ||||||
2025-07-09 | 13F | Breakwater Capital Group | 26,395 | 71.85 | 1,359 | 79.29 |