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 Technology ETF meliputi Kingstone Capital Partners Texas, LLC, RMG Wealth Management LLC, Compass Wealth Management, LLC/GA, Ballast, Inc., Concurrent Investment Advisors, LLC, OV Management LLC, Summit Wealth Group Llc / Co, VestGen Advisors, LLC, IFG Advisory, LLC, Capital Investment Advisors, LLC, NWF Advisory Services Inc., Zwj Investment Counsel Inc, Miracle Mile Advisors, LLC, Grimes & Company, Inc., D. E. Shaw & Co., Inc., Vivaldi Capital Management, LLC, Sovereign Financial Group, Inc., First National Advisers, LLC, OLIO Financial Planning, dan Glenmede Investment Management, LP .
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 | Comprehensive Financial Planning, Inc./PA | 1,350 | 0.15 | 55 | 19.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,935 | 11.33 | 1,425 | 32.96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 381,800 | 141.82 | 15,570 | 188.37 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 28,825 | 1.32 | 1 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 8,320 | 24.51 | 339 | 48.68 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 71,549 | 0.00 | 2,918 | 19.26 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 177 | 3.51 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 58,878 | 22.43 | 2,401 | 46.05 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 17,233 | 0.12 | 703 | 19.39 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,737 | 0.74 | 356 | 20.27 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,805 | 532.24 | 196 | 650.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,994,762 | 4.87 | 81,346 | 25.05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 23,647 | 0.29 | 964 | 19.60 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 41,394 | 25.26 | 1,688 | 49.38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8,530 | 141.64 | 348 | 189.17 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,710 | 274 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,354 | 0.01 | 667 | 19.14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4,917 | 201 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 97,343 | 10.38 | 3,970 | 31.60 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 51,068 | 16.74 | 2,083 | 39.08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 41,903 | 3.43 | 1,709 | 23.32 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 51 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61,675 | 0.03 | 2,515 | 19.31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,876 | 240 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,563,512 | 219.86 | 145,319 | 281.40 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5,239 | 214 | ||||||
| 2025-07-16 | 13F | Kennicott Capital Management Llc | 71,944 | 0.15 | 2,934 | 19.42 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2,000 | 82 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 18,837 | 768 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 560 | 288.89 | 19 | 280.00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 36,897 | 0.06 | 1,505 | 19.27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,048 | 2.86 | 858 | 22.75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30,253 | 11.47 | 1,234 | 32.87 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,451,125 | 160.26 | 59,177 | 210.34 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 5,570 | 227 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,704 | 0.04 | 110 | 19.57 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 777 | 32 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,286 | 0.07 | 297 | 9.19 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 286 | 12 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 27,883 | 0.00 | 1,137 | 19.31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,221 | 9.82 | 335 | 30.86 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 103,728 | 1.62 | 4,230 | 21.17 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 118,458 | 4.11 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,186 | 252 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 16,480 | 1.05 | 672 | 20.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361,339 | 18.58 | 15 | 40.00 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 5,368 | 219 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,043 | 206 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 796,681 | 0.83 | 32,489 | 20.23 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,329,823 | 55,241 | ||||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 155,698 | 119.48 | 6,349 | 161.71 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5,129 | 209 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 80,813 | 2.02 | 3,296 | 21.63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,000 | 204 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 178,234 | 14.88 | 7,268 | 37.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9,524 | 388 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 4,937 | 201 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 114,874 | 1.96 | 5 | 33.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 218,670 | 2.93 | 8,917 | 22.13 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 21,868 | 12.90 | 907 | 37.01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 14,809 | 1.76 | 604 | 21.33 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 123,500 | 2.09 | 5,036 | 21.73 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 287,316 | 1.77 | 11,717 | 21.35 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 220 | 8 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 61,727 | 1.11 | 2,517 | 20.60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 151,804 | 6.42 | 6,191 | 26.90 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 32,622 | 0.00 | 1,330 | 19.28 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 4,974 | 0.14 | 203 | 19.53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 153,528 | 6.53 | 6,261 | 27.03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 111,756 | 22.91 | 4,557 | 33.95 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 700 | 29 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,149 | 210 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5,000 | 204 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 15,503 | 0.12 | 632 | 19.47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 127,827 | 1.69 | 5,213 | 21.24 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 75 | 3 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,030 | 3,264 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 5,385,050 | 257 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 6,169 | 257 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,634 | 0.03 | 318 | 17.41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20,794 | 18.51 | 848 | 63.83 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1,540 | 63 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 5,040 | 206 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 134 | 5 | ||||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 91,640 | 23.54 | 3,737 | 47.36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 11,727 | 0.12 | 478 | 19.50 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 7,167 | 1.59 | 292 | 21.16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 158,772 | 6,475 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 17.74 | 0 | |||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 20,050 | 176.55 | 686 | 152.77 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5,941 | 242 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 273 | 28.77 | 11 | 57.14 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 19,176 | 0.01 | 782 | 19.39 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,528 | 103 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 28,744 | 2.87 | 1,172 | 22.72 | ||||
| 2025-08-14 | 13F | OV Management LLC | 24,504 | 999 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 537,561 | 1.61 | 21,922 | 21.16 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5,925 | 242 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,426,364 | 2.01 | 58,167 | 21.63 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 275,398 | 11,231 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 809,735 | 5.40 | 33,028 | 25.68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 126,879 | 22.73 | 5,267 | 48.97 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 385,253 | 21.88 | 15,711 | 45.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 306 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,243 | 227.10 | 336 | 290.70 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 149,694 | 0.65 | 5,763 | 43.08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 48,610 | 5.35 | 1,982 | 25.60 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5,256 | 214 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 264,096 | 6.29 | 10,770 | 26.74 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 212 | 0.47 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,834 | 360 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 29,658 | 1.98 | 1,232 | 29.99 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 34,749 | 29.83 | 1,417 | 74.72 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,670 | 2.55 | 272 | 22.52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 543,274 | 16.19 | 22,155 | 38.54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,500 | 360.00 | 469 | 450.59 | |||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 420 | 17 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13,366 | 0.03 | 545 | 19.52 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6,937 | 0.12 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 83,453 | 0.36 | 3,403 | 19.70 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,695 | 273 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15,038 | 0.13 | 613 | 19.49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 450 | 484.42 | 18 | 800.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 486,524 | 3.84 | 19,840 | 23.82 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 5,749 | 234 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 446,093 | 1.33 | 18,192 | 20.83 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 16,249 | 59.62 | 663 | 90.23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 31,201 | 19.05 | 1,272 | 41.96 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22,958 | 39.92 | 936 | 66.84 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 20,033 | 0.01 | 817 | 19.12 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 798 | 33 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5,850 | 200 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 5 | -50.00 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 7,606 | 0.07 | 310 | 19.69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 21 | ||||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 173,600 | 0.02 | 7 | 40.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,400 | 424 | ||||||
| 2025-08-13 | 13F | First National Advisers, LLC | 4,970 | 203 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12,480 | 0.02 | 1 | |||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 5,350 | 218 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,704 | 8.53 | 151 | 30.17 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,900 | 159 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 266,498 | 3,978.01 | 7 | -97.31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 53,954 | 0.78 | 2,200 | 20.22 |
