Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF includ Kingsview Wealth Management, LLC, Pinnacle Financial Partners, Inc., Western Wealth Management, LLC, Gill Capital Partners, Llc, Cassaday & Co Wealth Management LLC, și Ubs Asset Management Americas Inc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8.818 | 189 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 716 | 15 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.665 | 121 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 81.970 | 0,09 | 1.671 | 0,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 19.224 | 0,02 | 412 | |||||
| 2026-05-15 | 13F | MAI Capital Management | 3.683 | 37,32 | 79 | 44,44 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 18.885 | 23,41 | 406 | 27,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 21.376 | 42,83 | 443 | 40,63 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 9.720 | 208 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 18.921 | 7,01 | 405 | 12,50 | ||||
| 2026-04-21 | 13F | Creekside Partners | 12.443 | 0,09 | 267 | 5,14 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 391 | 1,30 | 8 | -12,50 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 97.800 | 106,33 | 2.095 | 116,77 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45.885 | 130,75 | 983 | 142,47 | ||||
| 2026-05-12 | 13F | Creative Planning | 32.904 | 17,27 | 705 | 23,29 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 255.608 | 1,73 | 5.381 | 5,06 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 170.036 | 13,89 | 3.642 | 19,65 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 86.798 | 1,99 | 1.859 | 7,21 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 68.566 | 36,58 | 1.469 | 43,50 | ||||
| 2026-01-29 | 13F | Comerica Bank | 78.115 | 0,67 | 1.592 | -2,57 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 800 | 17 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 10.615 | 5,54 | 227 | 10,73 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 31.961 | 4,51 | 685 | 9,79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 10.543 | 0,60 | 226 | 5,63 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 221.437 | 1,21 | 4.743 | 6,32 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35.553 | 0,02 | 762 | 5,11 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 32.582 | 6,49 | 698 | 11,88 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 187 | 4 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 14.239 | 46,43 | 305 | 53,54 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 3.540 | 76 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 20.198 | 2,67 | 433 | 7,73 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13.010 | 6,53 | 279 | 12,10 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 15.678 | 0,03 | 336 | 5,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 503 | 11 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4.770 | 0,02 | 102 | 5,15 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 64.157 | 4,36 | 1.374 | 9,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 68.053 | 0,09 | 1.458 | 5,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29.731 | 27,79 | 637 | 34,18 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1.962 | 1,08 | 42 | 7,69 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 106.517 | 2,34 | 2.281 | 7,54 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 31.755 | 3,05 | 680 | 8,28 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 14.292 | 33,45 | 306 | 40,37 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 133.053 | 9,39 | 2.850 | 14,93 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11.172 | 239 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 76.997 | 1.078,41 | 1.649 | 1.139,85 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1.245 | 27 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 3.355 | 207,80 | 72 | 222,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31.464 | 28,13 | 674 | 34,60 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 137.591 | 0,02 | 2.947 | 5,10 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 117 | 1,74 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | City State Bank | 28.354 | 35,57 | 607 | 42,49 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 127.797 | 8,33 | 2.737 | 13,85 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 | 0 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 91.446 | 1.959 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 31.358 | 3,90 | 639 | 0,63 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 377.215 | 5,05 | 8.079 | 10,37 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 108.031 | 1,83 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5.361 | 115 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 11.100 | 238 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 41.666 | 0,19 | 892 | 5,31 | ||||
| 2026-05-05 | 13F | UBS Group AG | 325.625 | 9,85 | 6.975 | 15,43 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 13.087 | 0,14 | 280 | 5,26 |
