Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF meliputi Ballast, Inc., Kovitz Investment Group Partners, LLC, Matauro, Llc, Avion Wealth, Boreal Capital Management LLC, Motco, dan Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16.44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318,111 | 5.72 | 4,489 | 4.47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1.63 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,008 | 141 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78,246 | 56.62 | 1,104 | 54.84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43,862 | 8.07 | 619 | 6.74 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,881 | 9.92 | 41 | 8.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,614 | 3.09 | 418 | 1.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,779 | 10.14 | 755 | 10.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67,225 | 27.54 | 949 | 26.06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177,919 | 73.82 | 2,510 | 71.80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20,276 | 286 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,100 | 298 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127,078 | 1.69 | 1,793 | 0.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,147 | 0.21 | 1,018 | -1.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,111,940 | 73.32 | 15,689 | 71.26 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15,350 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8,506 | 9.67 | 120 | 9.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22,860 | 0.43 | 323 | -0.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,994 | 0.08 | 423 | -0.94 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5,120 | 1.55 | 72 | 0.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20,276 | 1.08 | 286 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,796 | 13.67 | 2,254 | 12.20 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,000 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56.86 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83,216 | 127.49 | 1,174 | 124.90 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1.53 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90.09 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21,079 | 4.66 | 297 | 3.48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,938 | 1.55 | 183 | 0.55 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2,431 | 34 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57,850 | 13.61 | 816 | 12.24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,948 | 84 | ||||||
| 2025-08-01 | 13F | Motco | 2,700 | 39 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20,000 | 100.00 | 282 | 98.59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275,264 | 11.99 | 3,884 | 10.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77,042 | 9.38 | 1,087 | 8.16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,685 | 1.71 | 165 | 0.00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13,792 | 0.12 | 195 | -1.02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,104 | 1.54 | 30 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,356 | 146 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49,229 | 0.10 | 695 | -1.14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,904 | 0.67 | 435 | -1.36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1.61 | 10 | 0.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,805 | 1.52 | 25 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9,063 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,350 | 315 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,638 | 4.33 | 207 | 3.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,414 | 12.50 | 1,248 | 11.14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92,725 | 1.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,979 | 26.04 | 381 | 24.59 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3,619 | 147.71 | 51 | 155.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148,560 | 0.07 | 2,096 | -1.09 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676,150 | 10.69 | 9,540 | 9.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,194 | 47.53 | 116 | 45.57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82,509 | 1.55 | 1,164 | 0.34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,522 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,838 | 31.34 | 238 | 29.51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10,052 | 142 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58,141 | 50.63 | 823 | 49.18 |
