Statistici de bază
| Proprietari instituționali | 274 total, 274 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Alocarea medie a portofoliului | 0.3750 % - change of 16,18% MRQ |
| Acțiuni instituționale (lung) | 46.153.711 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
| Valoare instituțională (lungă) | $ 4.674.713 USD ($1000) |
Proprietatea instituțională și acționarii
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) are 274 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 46,153,711 acțiuni. Cei mai mari acționari includ Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Allworth Financial LP, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Bank Of America Corp /de/, Fusion Family Wealth LLC, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF.
Thinking of good questions…
Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 39.136 | -32,28 | 4.082 | -28,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43.024 | 39,85 | 4.487 | 48,94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3.218 | -0,40 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110.982 | 4,07 | 11.574 | 9,26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3.111 | 0,00 | 324 | 4,85 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2.422 | -52,79 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 20.566 | -1,61 | 2.145 | 3,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.359 | 1,74 | 2.332 | 8,47 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 119 | 0,00 | 12 | 9,09 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10.158 | 0,00 | 1.059 | 4,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.004 | -3,36 | 1.565 | 1,49 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3.800 | 396 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217.350 | 0,84 | 22.667 | 5,86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0,39 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76.393 | 6,22 | 7.967 | 11,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.391 | -10,78 | 1.084 | -6,40 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 51.995 | -0,15 | 5.444 | 5,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 163.121 | -9,65 | 17.012 | -5,15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 10 | 11,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.118 | 0,09 | 117 | 5,45 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 72 | -11,11 | 7 | -12,50 | ||||
| 2025-09-30 | 13F | Gilbert Capital Group, Inc. | 3.149 | 328 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.245 | 0,00 | 553 | 11,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.723 | 11,95 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1.579.615 | 0,58 | 164.738 | 5,59 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 745 | 0,00 | 78 | 4,05 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 67.682 | -1,45 | 7.059 | 3,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.128 | 4,64 | 118 | 11,43 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.802 | 5,76 | 397 | 11,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44.221 | -4,12 | 4.612 | 0,65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.376 | 80,55 | 978 | 89,71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 0,00 | 40 | 5,41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.121 | -9,24 | 222 | 0,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.111 | 169,29 | 5.017 | 182,81 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39.077 | -0,41 | 4.051 | 3,93 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16.653 | -6,66 | 1.737 | -2,03 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 147.631 | -8,30 | 15 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.403 | -11,68 | 876 | -7,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41.305 | 0,83 | 4.308 | 5,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47.674 | 2,00 | 4.979 | 7,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8.386 | -16,61 | 875 | -12,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.647 | 46,28 | 1.006 | 53,59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2.314 | -0,13 | 230 | -3,38 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 25.298 | 2.638 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.176 | 0,00 | 227 | 4,63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382.195 | 39.859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2.111.823 | 6,94 | 220.242 | 12,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9.977 | 13,57 | 1.030 | 18,12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11.795 | -1,42 | 1.230 | 3,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80.706 | -0,97 | 8.417 | 3,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52.563 | -13,80 | 5.482 | -9,51 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56.914 | 16,50 | 5.936 | 22,32 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2.731 | 0,00 | 285 | 4,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.758 | -89,62 | 814 | -89,04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 200 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11.562 | 1.206 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2.017 | 0,00 | 210 | 5,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 93.693 | -0,57 | 9.847 | 11,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.702 | 103,41 | 908 | 113,92 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7.519 | -0,11 | 787 | 5,35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0,28 | 38 | 5,71 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40.207 | -0,86 | 4.193 | 4,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.175 | -0,19 | 537 | 4,08 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9.143 | -2,78 | 954 | 2,03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 645 | 0,00 | 67 | 4,69 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1.093.383 | 6,91 | 114.029 | 12,23 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 64.072 | -2,85 | 6.682 | 2,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18.833 | 21,55 | 1.964 | 27,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4.943 | 7,46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183.781 | 13,16 | 19.166 | 18,80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1.250 | 0,00 | 124 | 1,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.776 | 290 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 | -80,55 | 25 | -79,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154.058 | 7,22 | 16.067 | 12,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2.709 | 0,37 | 266 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24.234 | 12,09 | 2.527 | 17,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.905 | 29,46 | 303 | 37,90 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 528 | 0,00 | 55 | 5,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0,00 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2.058 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.078 | 46,61 | 1.051 | 54,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505.000 | 40,49 | 52.565 | 48,57 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.268 | 0,06 | 654 | 4,98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26.246 | 0,36 | 2.737 | 5,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.256 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.899 | 21,96 | 302 | 27,97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2.342 | -0,93 | 244 | 4,27 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686.896 | 12,79 | 71.636 | 18,41 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 13.500 | -40,79 | 1.408 | -34,16 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.342 | 0,00 | 140 | 4,51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1.506.074 | 1,44 | 157.068 | 6,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2.164 | 2,95 | 226 | 8,17 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1.028.396 | 5,35 | 107.251 | 10,60 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 2.480 | -24,89 | 259 | -13,71 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 155.192 | -0,16 | 16.185 | 4,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.672 | -38,02 | 279 | -35,05 | ||||
| 2025-04-15 | 13F | Collier Financial | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2.521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125.169 | 5,17 | 13.054 | 10,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23.837 | 2 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95.253 | 26,79 | 10.039 | 34,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 640 | 0,00 | 64 | 1,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36.066 | 7,61 | 3.761 | 12,98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 520.474 | -0,21 | 54.280 | 4,76 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86.971 | 2,82 | 9.070 | 7,95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.786 | -12,32 | 1.125 | -8,02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67.593 | 14,41 | 7.049 | 20,13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8.389 | 16,51 | 875 | 22,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.005.003 | 7,01 | 313.392 | 12,34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 130 | 0,00 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 47.017 | -0,89 | 4.903 | 4,05 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 143.175 | -2,35 | 14.932 | 2,52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22.561 | -0,73 | 2.353 | 4,21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.420 | 0,04 | 252 | 5,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.191 | -0,59 | 437 | 4,55 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15.758 | 9,87 | 1.643 | 15,38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3.061 | 2,51 | 319 | 7,77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75.506 | 4,31 | 7.874 | 9,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268.398 | 91,83 | 27.991 | 104,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6.783 | 34,10 | 707 | 40,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7.074 | -12,27 | 738 | -7,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304.221 | 10,32 | 31.727 | 15,82 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 475 | 0,00 | 50 | 4,26 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1.557 | 0,06 | 162 | 5,19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.657 | 18,43 | 381 | 24,51 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2.872 | 0,00 | 300 | 4,91 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 231 | 0,00 | 26 | 4,17 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 14 | 0,00 | 1 | 0,00 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120.243 | 0,32 | 12.540 | 5,32 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 488 | 0,00 | 51 | 4,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0,25 | 43 | 5,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 300 | 0,00 | 31 | 6,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56.191 | 47,30 | 5.860 | 54,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.743 | 11,23 | 599 | 16,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8.377 | -2,68 | 874 | 2,11 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6.600 | 0,00 | 688 | 5,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4.311 | 67,94 | 428 | 70,52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3.084 | 0,06 | 322 | 4,90 | ||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 3.338 | 0,27 | 348 | 5,45 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8.424 | 36,82 | 879 | 43,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.915 | 12,55 | 721 | 18,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68.253 | 2,15 | 7.118 | 7,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3.616 | 21,10 | 377 | 27,36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 98 | 0,00 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122.137 | 0,80 | 12.738 | 5,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 427 | 0,00 | 45 | 4,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32.947 | 3.436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881.490 | 26,28 | 92 | 31,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 180 | 0,00 | 19 | 5,88 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 29.191 | 3.029 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0,00 | 35 | 6,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678.403 | -1,00 | 70.751 | 3,94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0,00 | 60 | 3,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 43.076 | -0,77 | 4.492 | 4,17 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 118.868 | -0,04 | 12.397 | 4,94 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3.162 | 0,00 | 330 | 4,78 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 7.596 | -1,03 | 792 | 3,94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 239 | -22,65 | 25 | -20,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21.161 | 17,95 | 2.200 | 25,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30.429 | 3,86 | 3.173 | 9,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181.317 | 42,38 | 19 | 50,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5.952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2.118 | 0,24 | 221 | 5,26 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 102 | 0,00 | 11 | 0,00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2.556 | 14,98 | 267 | 20,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3.307 | 18,53 | 345 | 24,19 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 83 | 0,00 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872.227 | 2,36 | 90.965 | 7,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96.366 | 2,32 | 10.175 | 8,77 | ||||
| 2025-10-06 | 13F | AssuredPartners Investment Advisors, LLC | 5.881 | 651 | ||||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13.331 | 3,37 | 1.390 | 8,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.508 | -17,62 | 1.826 | -13,55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.960 | 204 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 230 | 0,00 | 24 | 4,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.712 | -2,86 | 3.620 | 2,00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.251.612 | 1,82 | 234.821 | 9,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104.156 | 158,57 | 10.862 | 171,48 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 543 | 0,00 | 57 | 5,66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 73.775 | -0,33 | 7.694 | 4,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157.002 | 9,70 | 16.373 | 15,16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19.010 | 1,31 | 1.983 | 6,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 22.624 | -1,20 | 2.359 | 3,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12.092 | 0,00 | 1.261 | 5,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52.494 | 18,22 | 5.475 | 24,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4.859 | -2,02 | 507 | 4,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 411 | 0,00 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7.974 | 9,26 | 832 | 14,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66.539 | -47,18 | 6.939 | -44,55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 32.717 | 0,00 | 3.412 | 4,98 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155.401 | 0,79 | 16.207 | 4,74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2.760 | 0,00 | 288 | 4,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.628 | 1,00 | 1.317 | 5,96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9.233 | 4,67 | 963 | 9,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37.267 | 3,83 | 3.887 | 9,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2.175 | 0,00 | 230 | 9,57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150.378 | 5,79 | 15.683 | 11,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32.220 | 3,96 | 3.360 | 9,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62.100 | 2,82 | 6.476 | 7,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 29.410 | -22,48 | 3.067 | -18,60 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.362 | 0,00 | 768 | 4,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 197.988 | 2,73 | 20.648 | 7,85 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5.517 | 49,67 | 575 | 57,10 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10.371 | -0,66 | 1.082 | 4,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48.893 | -1,13 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 55.418 | -1,91 | 5.780 | 2,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40.154 | 43,04 | 4.188 | 50,18 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 297 | 0,00 | 31 | 3,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284.246 | 23,75 | 29.644 | 29,91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 44.592 | -2,14 | 4.650 | 2,74 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 2.652 | 0,00 | 277 | 4,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39.644 | 212,45 | 4.134 | 228,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5.469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.800.717 | 16,75 | 500.667 | 22,57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7.388 | -2,04 | 770 | 2,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.535 | 0,00 | 890 | 5,08 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.665 | 57,69 | 278 | 65,87 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13.364 | 6,22 | 1.394 | 11,53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65.249 | 6.805 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.011.138 | 0,94 | 209.742 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73.646 | -6,86 | 7.681 | -2,22 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311.325 | 52,51 | 32.468 | 60,11 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40,91 | 36 | 45,83 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 115 | 0,00 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 33.123 | -1,60 | 3.454 | 3,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.887 | 0,07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5.232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.244.310 | 50,33 | 129.793 | 57,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9.269 | 10,15 | 967 | 15,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60.123 | 42,60 | 6.270 | 49,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.684.169 | -12,58 | 383.456 | -8,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 210 | -79,21 | 22 | -79,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98.095 | 64,23 | 10.230 | 72,43 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2.349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9.200 | 959 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2.380 | 0,00 | 248 | 5,08 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12.045 | 18,42 | 1.256 | 24,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435.146 | 17,82 | 45.381 | 23,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5.233 | -6,35 | 546 | -1,80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21.201 | 244,84 | 2.211 | 262,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.733 | 38,79 | 2.371 | 45,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578.420 | 1,53 | 60.751 | 11,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.225 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4,76 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 8.176.399 | 4,22 | 852.717 | 9,41 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4.678 | 0,11 | 488 | 4,96 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2.724 | 0,00 | 284 | 5,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.990 | -45,76 | 416 | -43,01 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284.786 | 0,15 | 29.700 | 5,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 521 | -9,71 | 54 | -5,26 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 11.734 | -87,46 | 1.224 | -86,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 125.440 | -9,62 | 13.082 | -5,11 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4.522 | -51,84 | 472 | -49,46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21.290 | -1,79 | 2.220 | 3,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 0,00 | 52 | 6,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50.963 | 8,72 | 5.315 | 14,13 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 2.520 | 0,00 | 263 | 4,80 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 76.587 | -0,35 | 7.987 | 4,62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 75.944 | -5,51 | 7.386 | -1,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 515 | 0,00 | 54 | 3,92 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3.047 | 0,00 | 318 | 4,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0,00 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1,41 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.446 | -0,85 | 464 | 4,04 |
Other Listings
| US:RWL | 111,26 USD |
