Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF termasuk NWF Advisory Services Inc., BG Investment Services, Inc., Readystate Asset Management Lp, Jones Financial Companies Lllp, Aspect Partners, LLC, Ameritas Investment Partners, Inc., dan ACEFX - Absolute Strategies Fund Institutional Shares .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 103,038 | 0.55 | 2,013 | 4.25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 19,418 | 22.03 | 379 | 26.76 | ||||
| 2025-08-12 | 13F | Boxwood Ventures, Inc. | 14,893 | 2.10 | 291 | 6.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,851,970 | 8.26 | 55,720 | 12.21 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10,777 | 4.99 | 211 | 8.81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,853 | 101.96 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 614 | 12 | ||||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 124,300 | 4.63 | 2,429 | 8.44 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,711 | 0.88 | 248 | 4.64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,459 | 1.40 | 693 | 5.01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,172,900 | 1.30 | 42,458 | 5.00 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 15,726 | 307 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 104,870 | 5.70 | 2,049 | 9.57 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 15,047 | 294 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 62,100 | 6.99 | 1,213 | 10.88 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 131,883 | 55.57 | 2,577 | 61.30 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28,634 | 0.46 | 560 | 4.10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 54 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 19,886 | 3.38 | 389 | 7.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 572,383 | 886.63 | 11,184 | 923.24 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,673 | 2.10 | 91 | 5.81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,544 | 129.29 | 128 | 139.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 21,427 | 1.60 | 419 | 5.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 469,408 | 6.94 | 9,261 | 11.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,687 | 92 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,101,222 | 14.88 | 21,518 | 19.08 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38,836 | 3.23 | 759 | 6.91 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 55,349 | 1.85 | 1,082 | 5.57 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 10,739 | 210 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63,722 | 1,245 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 443,295 | 3.86 | 8,662 | 7.66 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185,311 | 7.18 | 3,622 | 11.11 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 78,614 | 25.46 | 1,536 | 30.06 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 61,860 | 204.16 | 1,209 | 215.40 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 51,203 | 0.57 | 1,001 | 4.28 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 470,852 | 237.91 | 9,200 | 250.34 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14,998 | 4.68 | 293 | 8.52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 941,215 | 0.81 | 18,391 | 4.50 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 24,000 | 452 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 498,833 | 19.32 | 9,747 | 23.69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 15,232 | 298 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,543 | 1.43 | 89 | 4.76 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,157 | 2.10 | 257 | 6.20 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,152,972 | 13.55 | 22,529 | 17.71 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 12,035 | 1.69 | 235 | 8.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 | 4.76 | 1 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 21,888 | 10.05 | 428 | 14.17 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -6,500 | -123 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 48,941 | 20.26 | 956 | 24.64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 244 | 5 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 590 | 12 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 321 | 6 |
