Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF meliputi BTFAX - BTS Tactical Fixed Income Fund Class A Shares, Stonebridge Wealth Management, LLC, Wbh Advisory Inc, Ballast, Inc., Summit Financial, LLC, Kovitz Investment Group Partners, LLC, Strategy Asset Managers Llc, Glenmede Investment Management, LP, Boreal Capital Management LLC, Aspect Partners, LLC, Briaud Financial Planning, Inc, Dunhill Financial, LLC, Evolution Wealth Management Inc., Bulwark Capital Corp, Virtus ETF Advisers LLC, Pin Oak Investment Advisors Inc, dan Activest Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,587 | 0.44 | 76 | -5.06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 26,809 | 1,275 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,616 | 167.69 | 600 | 154.24 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 32 | 2 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,744 | 2.08 | 939 | -3.30 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14,727 | 2.83 | 701 | -2.64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 915 | 0.99 | 43 | -4.44 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 9,348 | 2.69 | 445 | -2.84 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,432 | 11.56 | 449 | 6.92 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,948 | 0.08 | 283 | -5.37 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 90,036 | 797.22 | 4,282 | 749.60 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65,041 | 3,093 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 28,070 | 1,335 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,358 | 207 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 70,288 | 4.09 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 92,837 | 140.05 | 4,415 | 127.34 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 21,619 | 5.73 | 1,028 | 0.10 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 68,700 | 21.63 | 3,267 | 15.16 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4,445 | 211 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8,635 | 18.53 | 411 | 12.33 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 294 | 6.14 | 14 | 0.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 5,699 | 74.02 | 271 | 65.24 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 6,552 | 312 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7,324 | 0.08 | 348 | -5.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 93,787 | 5.77 | 4,461 | 0.16 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 7,614 | 3.75 | 362 | -1.63 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 300 | 1.01 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 198,202 | 1.71 | 9,426 | -3.70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 991 | 76.96 | 47 | 67.86 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5,388 | 0.92 | 256 | -4.48 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 703,661 | 5.45 | 33,466 | -0.16 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 73,783 | 12.99 | 3,509 | 6.98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5,118 | 243 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,917 | 1.41 | 519 | -3.89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,044 | 28.65 | 287 | 22.13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 755,806 | 10.25 | 35,946 | 4.39 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10,915 | 0.92 | 519 | -4.42 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,950 | 1.66 | 235 | -3.69 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 240 | 1.27 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 222,212 | 4.63 | 10,568 | -0.94 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9,663 | 460 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,680 | 148.27 | 460 | 135.90 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4,800 | 228 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 115,283 | 1.11 | 5,483 | -4.28 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 93,025 | 2.40 | 4,424 | -3.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,500 | 15.59 | 1,023 | 9.42 | |||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 74,036 | 1.74 | 3,594 | 4.81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4,907 | 0.02 | 233 | -5.28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 180 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 7,774 | 0.66 | 370 | -4.65 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 15,914 | 5.47 | 757 | -0.13 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,822 | 330.73 | 87 | 309.52 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 2,565 | 22.14 | 122 | 15.24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 10,939 | 26.13 | 520 | 19.54 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 748 | 0.67 | 36 | -5.41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 67,856 | 3.86 | 3,227 | -1.65 | ||||
| 2025-08-28 | NP | BTFAX - BTS Tactical Fixed Income Fund Class A Shares | 146,891 | 6,986 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 44,567 | 11.77 | 2,120 | 5.84 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 125,770 | 31.50 | 5,998 | 24.86 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 5,254 | 250 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,828 | 23.10 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9,003 | 0.92 | 428 | -4.46 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 11,896 | 22.55 | 566 | 16.02 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4,804 | 0.92 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 25,312 | 1.81 | 1,204 | -3.61 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,228 | 0.90 | 58 | -4.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,927,468 | 0.07 | 139,230 | -5.25 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 7,425 | 0.36 | 353 | -4.85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,180 | 117,900.00 | 56 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16,555 | 12.11 | 787 | 10.38 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 12,714 | 0.55 | 605 | -4.88 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,350 | 64 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 24 | 4.35 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 37,582 | 11.93 | 1,787 | 7.91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 135 | 6 | ||||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 16 | 433.33 | 1 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 130 | 6 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 7,375 | 0.93 | 351 | -4.63 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 8,003 | 41.65 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 19 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 59,127 | 0.61 | 2,812 | -4.71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24,187 | 0.92 | 1,150 | -4.41 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32,509 | 1.20 | 1,546 | -4.15 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27,291 | 2.76 | 1,298 | -2.77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7,159 | 23.03 | 340 | 16.44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58,297 | 2.31 | 2,773 | -3.14 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24,268 | 121.91 | 1,154 | 110.20 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11,063 | 85.31 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 33,074 | 39.38 | 1,573 | 32.07 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,173 | 0.13 | 151 | -5.66 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,906 | 7.72 | 614 | 2.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219,283 | 31.56 | 10,361 | 25.31 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 5,385 | 256 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10 | 400.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23,900 | 27.81 | 1,137 | 20.98 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 140,275 | 1,324.26 | 6,671 | 1,250.40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,578 | 5.76 | 1,359 | 0.15 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 116,096 | 886.46 | 5,522 | 834.18 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 223,369 | 0.84 | 10,623 | -4.52 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 9,370 | 15.15 | 446 | 9.07 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 26,072 | 6.76 | 1,240 | 1.06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,158 | 14.79 | 1,149 | 8.61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,597 | 276.69 | 884 | 256.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 418 | 0.24 | 20 | 5.56 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 751 | 0.94 | 36 | -5.41 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 214,253 | 10,190 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 437,540 | 4.11 | 20,809 | -1.42 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 12,500 | 1.38 | 1 | |||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 160,252 | 2.55 | 7,622 | -2.89 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 117,235 | 959.13 | 5,576 | 902.70 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10,213 | 57.12 | 490 | 50.31 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 19,096 | 25.95 | 908 | 19.32 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 369 | 18 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,583 | 8.30 | 123 | 6.09 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 79,383 | 0.02 | 3,775 | -5.29 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 2,072 | 4.28 | 99 | -1.01 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,198 | 41.64 | 295 | 34.25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,426 | 0.35 | 262 | -2.96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 318,131 | 1.58 | 15,130 | -3.82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,421 | 21.54 | 591 | 15.01 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 714 | 3.48 | 34 | -2.94 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 24,104 | 0.00 | 1,211 | 3.33 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 123,321 | 2.33 | 5,865 | -3.11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,602 | 1.27 | 1,693 | -4.08 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,956 | 2.66 | 474 | -2.87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34,631 | 14.31 | 1,647 | 8.28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23,052 | 60.03 | 1,096 | 51.59 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4.00 | 1 | 0.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 15,269 | 1.11 | 726 | -4.22 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 19,653 | 1.13 | 956 | 10.79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 371,209 | 21.98 | 17,612 | 15.21 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 55,176 | 3.94 | 2,624 | -1.58 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 24,210 | 61.72 | 1,184 | 57.66 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241,738 | 25.85 | 11,497 | 19.16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46,772 | 15.82 | 2,224 | 9.66 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,797 | 20.85 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 5,744 | 0.97 | 273 | -4.21 | ||||
| 2025-08-13 | 13F | Intrinsic Edge Capital Management LLC | 200,000 | 33.33 | 9,512 | 26.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,109,919 | 0.31 | 52,788 | -5.03 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 70,452 | 34.04 | 3,561 | 30.88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 12,304 | 65.44 | 585 | 56.84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 107 | -52.65 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 34,146 | 5.41 | 1,624 | -0.25 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 6 | 0 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 39,746 | 0.53 | 1,890 | -4.79 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 4,954 | 0.04 | 236 | -5.24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 644 | 3.04 | 31 | -3.23 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 14,374 | 2.75 | 684 | -2.71 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,781 | 180 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,933 | 0.14 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 253 | 0 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 17 | 1 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4,107 | 71.05 | 195 | 62.50 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,303 | 0.14 | 775 | -5.14 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 30,565 | 14.76 | 1,454 | 8.68 |
