Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF meliputi NWF Advisory Services Inc., BG Investment Services, Inc., Readystate Asset Management Lp, Jones Financial Companies Lllp, Aspect Partners, LLC, Ameritas Investment Partners, Inc., dan ACEFX - Absolute Strategies Fund Institutional Shares .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 103,038 | 0.55 | 2,013 | 4.25 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 19,418 | 22.03 | 379 | 26.76 | ||||
2025-08-12 | 13F | Boxwood Ventures, Inc. | 14,893 | 2.10 | 291 | 6.20 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,851,970 | 8.26 | 55,720 | 12.21 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,777 | 4.99 | 211 | 8.81 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,853 | 101.96 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 614 | 12 | ||||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 124,300 | 4.63 | 2,429 | 8.44 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 12,711 | 0.88 | 248 | 4.64 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,459 | 1.40 | 693 | 5.01 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,172,900 | 1.30 | 42,458 | 5.00 | ||||
2025-07-30 | 13F | BG Investment Services, Inc. | 15,726 | 307 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 104,870 | 5.70 | 2,049 | 9.57 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 15,047 | 294 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 62,100 | 6.99 | 1,213 | 10.88 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 131,883 | 55.57 | 2,577 | 61.30 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 28,634 | 0.46 | 560 | 4.10 | ||||
2025-08-04 | 13F | Assetmark, Inc | 54 | 1 | ||||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 19,886 | 3.38 | 389 | 7.18 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 572,383 | 886.63 | 11,184 | 923.24 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,673 | 2.10 | 91 | 5.81 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,544 | 129.29 | 128 | 139.62 | ||||
2025-08-14 | 13F | Comerica Bank | 21,427 | 1.60 | 419 | 5.29 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 469,408 | 6.94 | 9,261 | 11.93 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,687 | 92 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1,101,222 | 14.88 | 21,518 | 19.08 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 38,836 | 3.23 | 759 | 6.91 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 55,349 | 1.85 | 1,082 | 5.57 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 10,739 | 210 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63,722 | 1,245 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 443,295 | 3.86 | 8,662 | 7.66 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185,311 | 7.18 | 3,622 | 11.11 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 78,614 | 25.46 | 1,536 | 30.06 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 61,860 | 204.16 | 1,209 | 215.40 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 51,203 | 0.57 | 1,001 | 4.28 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 470,852 | 237.91 | 9,200 | 250.34 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 14,998 | 4.68 | 293 | 8.52 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 941,215 | 0.81 | 18,391 | 4.50 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 24,000 | 452 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 498,833 | 19.32 | 9,747 | 23.69 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 15,232 | 298 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,543 | 1.43 | 89 | 4.76 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,157 | 2.10 | 257 | 6.20 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,152,972 | 13.55 | 22,529 | 17.71 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 12,035 | 1.69 | 235 | 8.84 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 44 | 4.76 | 1 | |||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21,888 | 10.05 | 428 | 14.17 | ||||
2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -6,500 | -123 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 48,941 | 20.26 | 956 | 24.64 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 244 | 5 | ||||||
2025-08-06 | 13F | Aspect Partners, LLC | 590 | 12 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 321 | 6 |