Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF includ Citadel Advisors Llc, Belvedere Trading LLC, Sidoxia Capital Management, LLC, Belvedere Trading LLC, Western Wealth Management, LLC, Signature Equity Partners, LLC, EverSource Wealth Advisors, LLC, și Brown, Lisle/cummings, 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 | 333 | 19 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5.796 | 328 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 10.727 | 0,02 | 606 | -15,72 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4.752 | 12,21 | 269 | -5,63 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 435 | 9,57 | 27 | -3,70 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47.678 | 2,61 | 2.706 | -13,16 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8.771 | 6,43 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.225 | 18,38 | 239 | -0,42 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 353 | 20 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 16.144 | 1,50 | 912 | -14,45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13.706 | 305,50 | 775 | 242,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26 | 1 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 3.670 | 77,29 | 207 | 50,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.698 | 9,34 | 449 | 9,51 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 14.798 | 23,07 | 836 | 3,72 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 12.921 | 3,60 | 730 | -12,68 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 131.579 | 7,73 | 7.437 | -11,79 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.750 | 4,10 | 99 | -12,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27.361 | 6,53 | 1.835 | 3,56 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.873 | 2,81 | 219 | -13,49 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 304.657 | 0,21 | 17.219 | -15,56 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 226.685 | 11,36 | 12.812 | -6,16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.252 | 297 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 238.611 | 15,67 | 13.486 | -2,52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 140.611 | 9,73 | 7.947 | -7,54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 121.442 | 100,61 | 6.864 | 69,04 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 6.948 | 393 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 28.702 | 2 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 275 | 16 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 3 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 20.983 | 16,77 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4.925 | 13,06 | 278 | -4,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.499 | 141 | ||||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 6.776 | 383 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 350.664 | 21,80 | 19.820 | 2,64 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 49 | 444,44 | 3 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 53 | 3 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 33.203 | 189,75 | 1.877 | 144,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 7.399 | 5,23 | 418 | -11,25 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.559 | 731,22 | 540 | 601,30 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 1.038 | 59 | ||||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 7 | 0 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 6.800 | 384 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 134.828 | 27,18 | 7.621 | 7,17 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 172 | 10 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13.600 | 769 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 67.215 | 3.799 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.396 | 1,16 | 79 | -15,22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.427 | 27,54 | 250 | 7,76 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 10.834 | 66,99 | 612 | 40,69 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28 | 250,00 | 2 | |||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 13.912 | 58,32 | 786 | 32,55 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 17.629 | 174,34 | 972 | 125,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 526 | 2.404,76 | 29 | 2.700,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 26 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 26.827 | 43,34 | 1.516 | 20,80 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.481 | 7,01 | 310 | -9,91 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 27 | 2 |
