Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF meliputi Perigon Wealth Management, LLC, Wealthcare Advisory Partners LLC, Iams Wealth Management, Llc, Wbi Investments, Inc., Howard Wealth Management, Llc, Sowell Financial Services LLC, IronOak Wealth LLC., Empirical Asset Management, LLC, Traub Capital Management LLC, Skopos Labs, Inc., Elequin Capital Lp, Cullen/frost Bankers, Inc., dan Beacon Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 685,767 | 0.96 | 17,178 | 0.85 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 118,758 | 4.46 | 2,975 | 4.31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,206 | 30 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,000 | 25 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 10,824 | 423.40 | 271 | 431.37 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 15,099 | 378 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,428 | 61 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 8,890 | 0.05 | 223 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,625,306 | 59.83 | 40,733 | 59.72 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 277,388 | 20.58 | 6,949 | 20.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27,320 | 6.39 | 684 | 6.21 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38,700 | 969 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 48,946 | 179.48 | 1,226 | 179.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108,224 | 43.56 | 2,712 | 43.42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37,912 | 64.07 | 950 | 63.90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 208,376 | 856.34 | 5,220 | 855.86 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 171,720 | 6.18 | 4,302 | 6.04 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 44,499 | 0.45 | 1,116 | 0.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,931 | 3.08 | 149 | 2.78 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,401 | 2.49 | 1,663 | 2.15 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27,367 | 22.28 | 686 | 22.10 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 45,474 | 12.37 | 1,139 | 12.33 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 112,872 | 6.58 | 2,827 | 6.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,823 | 0.60 | 446 | 0.45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 67,246 | 143.82 | 1,685 | 143.70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,742 | 469 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 140,968 | 8.33 | 3,531 | 8.21 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 7,874 | 197 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 11,339 | 1.27 | 284 | 1.43 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 49,497 | 125.45 | 1,240 | 125.27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 56 | 2,700.00 | 1 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 132,578 | 2.42 | 3,321 | 2.31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 39,747 | 2.26 | 996 | 2.16 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 8,055 | 202 | ||||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 317,682 | 25.74 | 7,958 | 25.58 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9,572 | 240 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 604 | 102.68 | 15 | 114.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,566 | 465 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 158,709 | 17.84 | 3,976 | 17.74 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,973 | 225 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 63,270 | 152.56 | 1,585 | 152.23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 46,346 | 0.12 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,800 | 371 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 58,776 | 102.46 | 1,472 | 102.20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,331 | 58 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 294,116 | 4.57 | 7,368 | 4.45 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 552,759 | 3.29 | 13,847 | 3.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,277,124 | 27.49 | 132,192 | 27.33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 117,855 | 4.76 | 2,952 | 4.64 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14,217 | 8.38 | 356 | 8.21 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 463,093 | 4.32 | 11,619 | 4.37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21,771 | 1 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 20,066 | 4.09 | 503 | 3.93 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 333,583 | 27.93 | 8,356 | 27.61 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10,776 | 270 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35,536 | 279.70 | 890 | 280.34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 258,971 | 45.46 | 6 | 50.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 142 | 4 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 85,103 | 8.76 | 2,132 | 8.61 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68,764 | 11.23 | 1,723 | 11.10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 420,042 | 13.04 | 10,522 | 12.91 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 979,802 | 2.29 | 24,544 | 2.17 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 22,042 | 78.81 | 552 | 78.64 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 103,334 | 7.13 | 2,591 | 7.47 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 15,460 | 19.61 | 387 | 19.44 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 56,478 | 22.65 | 1,415 | 22.53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 385,708 | 26.28 | 9,662 | 26.12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 99,722 | 6.44 | 2,498 | 6.34 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8,017 | 201 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 59,238 | 30.92 | 1,484 | 30.78 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 12,246 | 307 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 57 | 1 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 31,171 | 9.06 | 781 | 8.94 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 553,728 | 12.46 | 13,871 | -0.62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,682 | 217 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13,359 | 39.84 | 335 | 39.75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,775 | 320 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 112,935 | 2.85 | 2,829 | 2.76 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,826 | 371 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 576,615 | 1.22 | 14,444 | 1.10 |
