Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF termasuk Ballast, Inc., Kovitz Investment Group Partners, LLC, Matauro, Llc, Avion Wealth, Boreal Capital Management LLC, Motco, dan Alerus Financial Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16.44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318,111 | 5.72 | 4,489 | 4.47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1.63 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,008 | 141 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78,246 | 56.62 | 1,104 | 54.84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43,862 | 8.07 | 619 | 6.74 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,881 | 9.92 | 41 | 8.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,614 | 3.09 | 418 | 1.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,779 | 10.14 | 755 | 10.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67,225 | 27.54 | 949 | 26.06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177,919 | 73.82 | 2,510 | 71.80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20,276 | 286 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,100 | 298 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127,078 | 1.69 | 1,793 | 0.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,147 | 0.21 | 1,018 | -1.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,111,940 | 73.32 | 15,689 | 71.26 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15,350 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8,506 | 9.67 | 120 | 9.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22,860 | 0.43 | 323 | -0.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,994 | 0.08 | 423 | -0.94 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5,120 | 1.55 | 72 | 0.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20,276 | 1.08 | 286 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,796 | 13.67 | 2,254 | 12.20 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,000 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56.86 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83,216 | 127.49 | 1,174 | 124.90 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1.53 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90.09 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21,079 | 4.66 | 297 | 3.48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,938 | 1.55 | 183 | 0.55 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2,431 | 34 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57,850 | 13.61 | 816 | 12.24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,948 | 84 | ||||||
| 2025-08-01 | 13F | Motco | 2,700 | 39 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20,000 | 100.00 | 282 | 98.59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275,264 | 11.99 | 3,884 | 10.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77,042 | 9.38 | 1,087 | 8.16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,685 | 1.71 | 165 | 0.00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13,792 | 0.12 | 195 | -1.02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,104 | 1.54 | 30 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,356 | 146 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49,229 | 0.10 | 695 | -1.14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,904 | 0.67 | 435 | -1.36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1.61 | 10 | 0.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,805 | 1.52 | 25 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9,063 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,350 | 315 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,638 | 4.33 | 207 | 3.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,414 | 12.50 | 1,248 | 11.14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92,725 | 1.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,979 | 26.04 | 381 | 24.59 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3,619 | 147.71 | 51 | 155.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148,560 | 0.07 | 2,096 | -1.09 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676,150 | 10.69 | 9,540 | 9.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,194 | 47.53 | 116 | 45.57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82,509 | 1.55 | 1,164 | 0.34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,522 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,838 | 31.34 | 238 | 29.51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10,052 | 142 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58,141 | 50.63 | 823 | 49.18 |
