Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF meliputi Ballast, Inc., Harbor Asset Planning, Inc., Exchange Traded Concepts, Llc, dan Financial Network Wealth Management 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 53,129 | 88.17 | 1,550 | 84.74 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19,251 | 562 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 75,175 | 0.14 | 2,194 | -1.79 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 176,582 | 0.47 | 5,153 | -1.45 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 139,979 | 2.51 | 4,085 | 0.54 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,727 | 0.16 | 167 | -1.76 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,001 | 29 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,001 | 0.16 | 700 | 3.55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 323 | 9 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 53,713 | 308.71 | 1,567 | 301.79 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 109,934 | 5.34 | 3,208 | 3.32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,854 | 10.17 | 303 | 3.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41,637 | 6.89 | 1,215 | 4.84 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 41,282 | 2.34 | 1,205 | 0.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 163 | 0.62 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,037 | 0.19 | 30 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137,564 | 4.27 | 4,014 | 2.27 | ||||
| 2025-08-08 | 13F | Creative Planning | 118,098 | 23.77 | 3,446 | 21.42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 39,781 | 110.56 | 1,161 | 106.41 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,400 | 15.94 | 187 | 13.41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21,523 | 9.23 | 628 | 7.17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 327,886 | 98.99 | 9,568 | 95.17 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,357 | 0.73 | 769 | -0.52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 977 | 3.83 | 29 | 3.70 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,816 | 0.01 | 432 | -1.82 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 122,087 | 2.15 | 3,562 | 0.20 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 354 | 10 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3,269 | 0.28 | 95 | -1.04 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,555 | 0.20 | 133 | -2.22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,936 | 56 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43,100 | 25.13 | 1,252 | 22.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136,569 | 35.81 | 3,985 | 33.23 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 407,726 | 5.29 | 11,897 | 3.27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,743 | 0.06 | 693 | -1.84 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 322.22 | 8 | 600.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 14,567 | 0.01 | 425 | -1.85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,508 | 8.93 | 365 | 6.74 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,529 | 0.03 | 220 | -1.79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785,996 | 11.16 | 22,935 | 9.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,119 | 1.18 | 295 | -0.67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,049 | 486.03 | 31 | 500.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69,916 | 584.04 | 2,040 | 571.05 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 701 | 0.29 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 355,421 | 2.52 | 10,371 | 0.56 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 66,595 | 9.83 | 1,943 | 7.76 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 117,495 | 3,429 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 12,477 | 0.02 | 364 | -1.89 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9,100 | 266 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,412 | 0.09 | 100 | -1.98 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 8,337 | 0.19 | 243 | -1.62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 314 | -15.82 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110,709 | 12.18 | 3,230 | 10.05 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 295,294 | 7.46 | 8,617 | 5.39 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 840 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,705 | 0.01 | 371 | -1.86 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,847 | 0.22 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 123,776 | 1.71 | 3,612 | 0.98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20,052 | 50.63 | 585 | 47.73 |
