Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF meliputi Fundamentun, Llc, Summit Financial, LLC, Alpha Financial Advisors, LLC, Florida Financial Advisors, Llc, Wealth Group Ltd, Howe & Rusling Inc, Harbor Asset Planning, Inc., Glenmede Investment Management, LP, dan SRS Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 75,311 | 103.85 | 4,680 | 112.88 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3,630 | 0.72 | 226 | 5.14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,263 | 262.15 | 203 | 281.13 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2,694 | 167 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,258 | 241.18 | 1,526 | 260.76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774,088 | 20.94 | 48,102 | 26.29 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 46,317 | 0.83 | 2,879 | 5.27 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9,003 | 0.72 | 559 | 5.27 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 51,664 | 0.71 | 3,210 | 5.18 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44,544 | 49.75 | 2,768 | 56.33 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 3,675 | 0.55 | 228 | 5.07 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8,329 | 0.23 | 518 | 4.66 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,765 | 0.05 | 607 | 4.48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,932 | 0.06 | 431 | 4.37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 430 | 0.70 | 27 | 4.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85,573 | 10.50 | 5,317 | 15.39 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194,151 | 4.24 | 12,065 | 8.85 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,662 | 2.44 | 1,160 | 6.92 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 110,267 | 0.02 | 6,852 | 4.45 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,192 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153,455 | 9.09 | 9,536 | 13.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19,024 | 2.70 | 1,182 | 7.26 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1,023 | 64 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122,026 | 7,583 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 15,273 | 29.70 | 949 | 35.57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10,808 | 0.49 | 672 | 4.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,371,551 | 12.39 | 85,228 | 17.36 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,908 | 3.25 | 114 | 7.62 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5,371 | 18.49 | 334 | 23.79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,601 | 33.39 | 5 | 33.33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5,406 | 0.37 | 336 | 4.69 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 684 | 0.59 | 43 | 5.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,576 | 0.15 | 1,154 | 4.62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,133 | 0.17 | 505 | 4.55 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 310,057 | 6.90 | 19,267 | 11.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,407 | 0.23 | 274 | 4.60 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,396 | 0.67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479,940 | 6.93 | 30 | 11.54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,735,207 | 0.05 | 232,106 | 4.47 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4,192 | 260 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 450 | 28 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3,405 | 212 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23,909 | 6.09 | 1,486 | 10.74 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,840 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,787 | 235 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26,034 | 24.11 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,129 | 8.49 | 257 | 13.78 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,859 | 57.61 | 178 | 65.42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,848 | 115 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 151,182 | 1.10 | 9,394 | 5.56 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,577 | 160 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 131,708 | 1.98 | 8,184 | 6.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,676 | 82.61 | 227 | 91.53 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126,878 | 8.11 | 7,886 | 12.88 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 37,513 | 2,331 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,291 | 8.57 | 1 | |||||
| 2025-07-16 | 13F | Wealth Group Ltd | 3,300 | 205 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174,323 | 11.81 | 10,832 | 16.75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263,460 | 0.45 | 16,371 | 4.90 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 3,630 | 0.39 | 226 | 4.65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33,377 | 0.38 | 2,074 | 4.85 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4,756 | 2.74 | 296 | 7.27 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 23,827 | 0.70 | 1,481 | 5.11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,619 | 287 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,318 | 206 |
