Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF termasuk Gimbal Financial, Hsbc Holdings Plc, Global View Capital Management LLC, Summit Wealth Group Llc / Co, Tableaux Llc, Advyzon Investment Management, LLC, Quantinno Capital Management LP, Diversify Advisory Services, LLC, Robertson Stephens Wealth Management, LLC, Wiley Bros.-aintree Capital, Llc, Truefg, Llc, Brinker Capital Investments, LLC, Capital Investment Counsel, LLC, Signal Tree Financial Partners Llc, WealthPlan Investment Management, LLC, Concurrent Investment Advisors, LLC, Duncan Williams Asset Management, LLC, Ritter Daniher Financial Advisory LLC / DE, Hantz Financial Services, Inc., dan Twin Peaks Wealth Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 113 | 15.31 | 5 | 66.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 222,003 | 0.01 | 10,161 | 19.68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 134,641 | 0.66 | 6,237 | 21.89 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1,395 | 0.07 | 64 | 18.87 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 5,964 | 273 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 495 | 23 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 62,486 | 0.04 | 2,860 | 19.67 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 12,188 | 0.07 | 558 | 19.78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 20,590 | 0.24 | 942 | 20.00 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 4,805 | 220 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 202,995 | 9,291 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 119 | 41.67 | 5 | 66.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 66,359 | 2.82 | 3,037 | 23.06 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 26,346 | 0.01 | 1,213 | 20.36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,561 | 346 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42,658 | 318.26 | 1,952 | 400.51 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 51,597 | 3.43 | 2,362 | 23.74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 19,705 | 0.06 | 902 | 19.65 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,095 | 233 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17,042 | 1.13 | 780 | 21.12 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 5,000 | 229 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 5,165 | 236 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4,905 | 224 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,743 | 0.00 | 1,087 | 19.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,632 | 143.67 | 1,265 | 191.92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 347,785 | 64.04 | 15,918 | 96.30 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6,723 | 13.55 | 308 | 35.84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,739 | 0.57 | 308 | 20.31 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 12,188 | 0.07 | 558 | 19.78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,080 | 471 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,316 | 34.04 | 243 | 60.93 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 31,521 | 79.37 | 1,443 | 123.91 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,796 | 0.07 | 906 | 19.84 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 17,768 | 7.61 | 813 | 28.84 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 7,268 | 11.47 | 333 | 33.33 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 116,787 | 5,345 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 8,425 | 386 | ||||||
| 2025-05-23 | NP | DWAW - AdvisorShares Dorsey Wright FSM All Cap World ETF | 975,728 | 172.15 | 37,322 | -50.62 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 4,955 | 227 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 9,996 | 0.21 | 458 | 19.95 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 31,778 | 25.00 | 1,454 | 49.79 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 6,406 | 0.06 | 293 | 20.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,359 | 23.75 | 383 | 48.06 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 7,777 | 0.39 | 356 | 11.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,371 | 9.10 | 566 | 21.20 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,999 | 687 | ||||||
| 2025-09-03 | 13F | American Trust | 23,559 | 1,078 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 115 | 5 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 142,004 | 333.59 | 6,500 | 419.09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,611 | 211 | ||||||
| 2025-08-08 | 13F | Creative Planning | 350,189 | 2.83 | 16,028 | 23.06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13,304 | 35.13 | 609 | 61.70 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 29,050 | 0.00 | 1,330 | 19.62 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 67,922 | 0.04 | 3,201 | 16.44 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4,649 | 213 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 582 | 0.17 | 27 | 18.18 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,585 | 0.06 | 73 | 20.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 102,686 | 0.75 | 4,700 | 36.16 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 20,817 | 0.05 | 953 | 19.75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,367 | 40.94 | 154 | 69.23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32,816 | 6.80 | 2 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,804 | 266 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 13,185 | 0.07 | 603 | 19.88 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 9,119 | 417 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,345 | 145.09 | 611 | 193.27 | ||||
| 2025-08-07 | 13F | PFG Advisors | 61,889 | 29.27 | 2,833 | 54.67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 18,417 | 32.18 | 843 | 58.27 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6,672 | 0.07 | 305 | 19.61 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 231,290 | 10,586 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 232,882 | 3.97 | 10,659 | 24.41 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 56,471 | 3,391 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,100 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,020 | 1.75 | 1,145 | 21.81 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 349,765 | 16,009 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2,600 | 119 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 29,540 | 2.22 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 229 | 0.44 | 10 | 25.00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 511 | 23 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13,490 | 55.43 | 613 | 85.45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,200 | 55 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50,115 | 2,294 | ||||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 31,774 | 0.06 | 1,454 | 19.77 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 104 | 5 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8,190 | 0.05 | 375 | 19.49 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 27,657 | 7.38 | 1,266 | 28.43 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 586 | 19.84 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 5,436 | 0.04 | 249 | 19.81 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 4,410 | 202 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 15,303 | 700 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33,399 | 0.02 | 1,529 | 19.66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 19,881 | 0.02 | 910 | 19.61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 33,663 | 9.92 | 1,541 | 31.51 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,040 | 0.01 | 597 | 19.68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30,086 | 1.05 | 1,377 | 21.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,365 | 0.08 | 108 | 20.00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 5,693 | 261 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 440 | 21 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54,647 | 88.30 | 2,501 | 125.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 264,503 | 0.25 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5,090 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | 27.27 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 78,929 | 1.41 | 3,662 | 22.98 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4,484 | 205 |
