Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF includ Merit Financial Group, LLC, Financial Solutions Advisory Group, Inc., Annex Advisory Services, LLC, Gateway Wealth Partners, LLC, Aviance Capital Partners, LLC, Summit Financial Strategies, Inc., Moneta Group Investment Advisors Llc, Beacon Investment Advisory Services, Inc., Ubs Asset Management Americas Inc, TopTier Wealth Management, LLC, Vanguard Advisers Inc, YANKCOM Partnership, Synergy Investment Management, LLC, și Federation des caisses Desjardins du Quebec .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | Comerica Bank | 3.537 | 6,44 | 172 | 7,50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9.539 | 80,53 | 482 | 87,16 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 3.658 | 2,55 | 185 | 6,36 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25.512 | 2,33 | 1.288 | 6,01 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 3.420 | 41,32 | 167 | 43,10 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 11.293 | 18,86 | 570 | 23,38 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.810 | 16,07 | 142 | 20,51 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.751 | 139 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 358 | 18 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.987.354 | 5,16 | 150.802 | 8,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.348 | 169 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35.644 | 3,40 | 1.799 | 7,15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 184 | 9 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 15.691 | 0,22 | 792 | 3,94 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 54.208 | 17,21 | 2.736 | 21,44 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 55.110 | 48,20 | 2.782 | 53,56 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.878 | 37,07 | 701 | 41,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 397.512 | 21,34 | 20.066 | 25,72 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.575 | 3,88 | 281 | 7,66 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 17.284 | 0,05 | 872 | 3,69 | ||||
| 2026-05-12 | 13F | Creative Planning | 30.740 | 3,14 | 1.552 | 6,82 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 219.170 | 0,91 | 11.064 | 4,55 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 35.193 | 2,07 | 1.777 | 5,78 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 | -80,00 | ||||||
| 2026-04-20 | 13F | YANKCOM Partnership | 390 | 20 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6.610 | 10,52 | 334 | 14,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.444 | 275 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 17.606 | 0,32 | 889 | 3,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 948 | 48 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 240 | 12 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 784.822 | 1,12 | 39.618 | 4,77 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6.986 | 0,49 | 353 | 4,14 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4.794 | 14,91 | 242 | 19,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21.500 | 3,22 | 1.047 | 4,08 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3.975 | 201 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 485.446 | 7,96 | 24.505 | 11,86 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 42.278 | 0,45 | 134 | -93,51 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 23.197 | 0,05 | 1.130 | 0,98 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 12.302 | 100,03 | 621 | 107,36 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39.944 | 4,40 | 1.965 | 5,42 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 53.794 | 16,13 | 3.006 | 21,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 490 | 25 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2.295.217 | 3,66 | 115.863 | 7,40 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.829 | 30,46 | 294 | 35,48 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 805.952 | 1,80 | 40.685 | 5,51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 6.010 | 16,09 | 303 | 20,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 158.038 | 29,49 | 7.828 | 31,63 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.222 | 8,62 | 62 | 12,96 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 48.317 | 2,06 | 2.439 | 5,77 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 20.294 | 0,38 | 1.024 | 3,96 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 53.311 | 9,07 | 2.691 | 13,02 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1.498.972 | 1,42 | 75.668 | 5,08 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 41.195 | 103,62 | 2.079 | 111,07 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 131.655 | 5,21 | 6.646 | 9,01 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6.665 | 20,24 | 336 | 24,44 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 616 | 31 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 13.304 | 0,83 | 1 | |||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 120.815 | 71,18 | 6.099 | 77,37 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 37.602 | 1,55 | 1.898 | 5,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 127.136 | 5,34 | 6.418 | 9,13 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6.350 | 1,02 | 321 | 4,58 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 14.112 | 29,07 | 712 | 33,83 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5.856 | 7,73 | 296 | 11,74 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.339.599 | 8,44 | 67.623 | 12,36 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 7.242 | 366 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 31.078 | 38,09 | 1.569 | 43,07 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 351 | 18 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 12.176 | 4,85 | 1 | |||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 40.534 | 6,64 | 2.046 | 10,53 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4.062 | 205 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 9.344 | 472 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 4.033 | 204 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.922 | 97 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 7.128 | 360 | ||||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 4.343 | 219 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 12.130 | 0,58 | 612 | 4,26 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 28.770 | 0,66 | 1.399 | 1,38 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 730 | 272,45 | 37 | 300,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4.748 | 0,34 | 240 | 3,91 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6.830 | 0,03 | 345 | 3,61 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 786 | 40 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2.046 | 137,08 | 103 | 145,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 525.416 | 15,98 | 25.598 | 16,99 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 38.462 | 3,06 | 1.942 | 6,82 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 132.887 | 5,77 | 6.707 | 9,58 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 35.767 | 9,59 | 1.806 | 13,52 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 424 | 0,47 | 0 | |||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 21.071 | 0,04 | 1.064 | 3,61 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 423.510 | 0,73 | 21.379 | 4,37 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 22.584 | 2,28 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 41.628 | 2,72 | 2.101 | 6,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 138.545 | 12,36 | 6.994 | 16,41 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 8.896 | 449 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 512 | 114,23 | 26 | 127,27 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 220 | 11 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 4.468 | 0,38 | 226 | 4,17 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 19.247 | 85,16 | 1 | |||||
| 2026-05-11 | 13F | Potentia Wealth | 57.364 | 1,53 | 2.896 | 5,20 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 204.089 | 3,64 | 10.302 | 7,39 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 130.793 | 27,23 | 6.602 | 31,83 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 7.378 | 0,31 | 414 | 15,36 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 60.572 | 3,19 | 3.057 | 6,93 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 435.885 | 2,60 | 22.004 | 6,30 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.912 | 349 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 43.994 | 2,46 | 2.221 | 6,17 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 20.671 | 3,31 | 1.043 | 7,08 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 75.170 | 106,09 | 3.795 | 113,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 45.024 | 3,45 | 2.273 | 7,17 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.697 | 2,41 | 86 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.670 | 236 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.663 | 9,41 | 520 | 9,70 |
