Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF meliputi Two Sigma Investments, Lp, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Integrity Alliance, Llc., Catalyst Financial Partners Llc, SFI Advisors, LLC, Sovran Advisors, LLC, Concord Asset Management, LLC/VA, GW&K Investment Management, LLC, O'shaughnessy Asset Management, Llc, MTM Investment Management, LLC, Briaud Financial Planning, Inc, dan Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 10,839 | 19.60 | 626 | 29.61 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 449,830 | 1.33 | 25,991 | 9.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 792 | 58.08 | 46 | 73.08 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18,003 | 2.09 | 1,040 | 10.64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,755 | 84.16 | 621 | 99.68 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 255,347 | 66.23 | 14,754 | 80.16 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,075 | 484 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 54,856 | 125.49 | 3,170 | 144.52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,052 | 0.01 | 465 | 8.39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3,915 | 1.08 | 226 | 9.71 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 231,184 | 43.81 | 13,358 | 55.88 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 17,048 | 0.02 | 985 | 8.48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,941 | 8.86 | 517 | 15.96 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 25,756 | 20.12 | 1,488 | 30.18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 366,161 | 21,157 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 46,093 | 15.01 | 2,663 | 24.67 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 360,719 | 3.03 | 20,842 | 11.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 100,781 | 4.28 | 5,823 | 13.05 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 219,600 | 1.71 | 11,764 | -3.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 216,793 | 2.71 | 12,526 | 11.32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 920 | 0.11 | 53 | 8.16 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 24,263 | 0.83 | 1,402 | 9.28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 559 | 0.18 | 32 | 10.34 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 3,915 | 226 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 114 | 7 | ||||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 26,584 | 4.07 | 1,536 | 12.86 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 69,016 | 3,988 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 44,151 | 6.34 | 2,551 | 15.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,172 | 22.38 | 1,397 | 32.70 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 183 | 11 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 66,052 | 3,718 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 5,980 | 346 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 350 | 20 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,970 | 232.35 | 981 | 260.29 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 4,646,943 | 15.97 | 268,500 | 25.69 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 18,712 | 1.48 | 1,081 | 9.97 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 122,806 | 0.02 | 7,096 | 8.40 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 592,265 | 19.22 | 34,221 | 29.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 857 | 29.65 | 50 | 40.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 261,811 | 1.28 | 15,127 | 9.78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 139,399 | 0.57 | 8,054 | 10.10 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,444 | 0.67 | 199 | 8.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38,988 | 63.77 | 2,253 | 77.46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 334,900 | 1.62 | 19,253 | 13.91 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 7,345 | 15.45 | 424 | 25.07 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 26,764 | 12.33 | 1,546 | 21.73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 36,165 | 2,090 | ||||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 4,955 | 0.08 | 286 | 8.75 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 279,548 | 1.55 | 16,152 | 10.06 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,680,538 | 1.82 | 154,882 | 10.36 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14,823 | 4.08 | 862 | 13.44 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,646 | 124.60 | 384 | 143.04 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 90,401 | 28.57 | 5,223 | 39.35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 449,356 | 8.86 | 25,964 | 17.99 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4,493 | 259 | ||||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 2,405,926 | 16.21 | 139,014 | 25.96 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,067 | 68.83 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3,757 | 217 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 26,391 | 30.00 | 1,525 | 38.55 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 53,284 | 87.07 | 3,079 | 102.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 506,359 | 5.08 | 29 | 16.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,969 | 0.04 | 460 | 8.49 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 71,733 | 154.46 | 4,145 | 175.90 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,232,585 | 2.16 | 71,219 | 10.73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 671,995 | 0.86 | 38,828 | 9.32 | ||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 5,402,688 | 0.19 | 312,167 | 8.59 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 5,494 | 317 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9,348 | 21.47 | 540 | 31.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 300 | 17 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 28,571 | 11.25 | 1,651 | 18.53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 25,393 | 2.64 | 1,467 | 11.31 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2,875 | 9.03 | 166 | 18.57 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13,486 | 3.48 | 779 | 12.25 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 999,063 | 1.23 | 57,726 | 9.72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,639 | 210 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 89,724 | 8.11 | 5,158 | 26.61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7,021 | 55.99 | 406 | 69.46 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 3,479,632 | 16.42 | 201,053 | 26.18 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 9,338 | 0.59 | 540 | 9.11 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 59,540 | 4.62 | 3,440 | 13.42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,143,686 | 36.51 | 123,862 | 47.96 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 54,982 | 78.35 | 3,177 | 93.30 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 13,082 | 756 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 289,214 | 5.25 | 16,604 | 14.48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 55,075 | 7.10 | 3,182 | 16.09 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 318,428 | 10.83 | 18,399 | 20.11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 98,351 | 1.01 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 36,396 | 42.88 | 2,100 | 55.02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 7.69 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,221 | 244 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 14,512 | 0.84 | 838 | 9.26 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 2,384,561 | 17.76 | 137,780 | 27.63 | ||||
| 2025-08-04 | 13F | Balentine LLC | 5,619,451 | 0.18 | 324,692 | 8.58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6,027 | 348 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4,287 | 0.19 | 248 | 8.33 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 41,995 | 2.21 | 2,426 | 10.78 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 3,775 | 218 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 52,215 | 11.47 | 3,017 | 20.78 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 13,559 | 19.15 | 783 | 29.21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 540,620 | 4.19 | 31,237 | 12.93 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 364 | 0 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 13,855 | 801 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 26,653 | 27.95 | 1,542 | 38.83 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 232,200 | 13,417 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,736 | 447 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 182,632 | 207.50 | 10,552 | 233.29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 20,645,448 | 8.81 | 1,192,894 | 17.93 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 41,385 | 3.59 | 2,391 | 12.31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 575,217 | 19.01 | 33,236 | 28.99 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 195,355 | 18.87 | 11,288 | 28.83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69,803 | 2.22 | 4,033 | 10.80 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 17 | 0 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,487 | 317 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4,134 | 4.13 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 252,580 | 12.45 | 14,594 | 21.88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7,204 | 61.24 | 416 | 74.79 |
