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 Consumer Staples ETF meliputi First International Bank of Israel Ltd., Grimes & Company, Inc., Ballast, Inc., Cary Street Partners Financial Llc, Glenmede Investment Management, LP, Dunhill Financial, LLC, dan Twin Peaks Wealth Advisors, 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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16,115 | 254.18 | 483 | 249.28 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 231,082 | 1.01 | 6,926 | -1.79 | ||||
2025-08-08 | 13F | Creative Planning | 11,786 | 22.52 | 353 | 19.26 | ||||
2025-08-14 | 13F | UBS Group AG | 316,681 | 162.31 | 9,491 | 155.11 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 1,161 | 0.61 | 35 | -2.86 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 18,852 | 6.56 | 565 | 3.49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6,458 | 39.48 | 192 | 37.14 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 55,803 | 1,672 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1,088 | 33 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,365 | 71.70 | 41 | 66.67 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0.65 | 19 | -5.26 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,367 | 221 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0.63 | 24 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7,535 | 0.43 | 226 | -0.88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 109,967 | 10.62 | 3,296 | 7.57 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2,800 | 100.00 | 84 | 97.62 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 6,984 | 209 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 241,328 | 0.48 | 7,233 | -2.28 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7,210 | 8.10 | 216 | 6.40 | ||||
2025-07-29 | 13F | Ballast, Inc. | 53,405 | 1,601 | ||||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 98,000 | 2,937 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 54,611 | 30.39 | 1,637 | 26.82 | ||||
2025-07-23 | 13F | Friedenthal Financial | 50,174 | 1.54 | 1,504 | -1.25 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30,791 | 5.94 | 923 | 3.02 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 5,552 | 166 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 34,076 | 17.90 | 1,021 | 14.72 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105.00 | 1 | |||||
2025-08-05 | 13F | Sage Capital Management, LLC | 13,875 | 0.35 | 416 | -2.58 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16,392 | 0.02 | 491 | -2.77 | ||||
2025-08-12 | 13F | MAI Capital Management | 1,593 | 0.13 | 48 | -4.08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 78,929 | 87.09 | 2,366 | 81.92 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 40,929 | 0.16 | 1,227 | -2.62 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,253 | 57.71 | 547 | 53.65 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 14,747 | 0.96 | 442 | -2.00 |