Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF inkluderer EWG Elevate Inc., Grimes & Company, Inc., Wealth Advisory Team LLC, Beta Wealth Group, Inc., PFG Investments, LLC, Pacific Sun Financial Corp, Accurate Wealth Management, LLC, Lowe Brockenbrough & Co Inc, Smallwood Wealth Investment Management, LLC, Twin Peaks Wealth Advisors, LLC, EverSource Wealth Advisors, LLC, og Duncker Streett & Co Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 56 | 4 | ||||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 587 | 37 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 705 | 0,75 | 794 | 13,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 006 | 30,57 | 1 742 | 45,57 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 160 | 10 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 271 | 204 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 319 | 21 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 561 | 3,62 | 473 | 16,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 159 370 | 0,06 | 9 961 | 12,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 83 171 | 1,72 | 5 198 | 14,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 205 | 200 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 323 | 8,59 | 395 | 21,91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3 970 | 248 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 106 | 444 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 129 830 | 37,64 | 8 114 | 54,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72 704 | 12,91 | 4 544 | 26,72 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 760 | 11,84 | 298 | 25,74 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 57 480 | 0,40 | 3 592 | 12,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 999 | 16,59 | 2 500 | 30,84 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 402 | 22 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 151 347 | 14,43 | 9 491 | 28,80 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 7 039 | 440 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 60 004 | 3 750 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 208 | 326 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 460 | 216 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 125 003 | 32,29 | 7 813 | 48,46 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6 939 | 0,80 | 434 | 22,66 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 7 274 | 1,54 | 455 | 14,07 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 3 260 | 204 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 028 | 1,28 | 695 | 14,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 668 | 7,89 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 60 774 | 3 798 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 61 488 | 0,21 | 3 984 | 16,56 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 16 884 | 10,96 | 1 055 | 24,56 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 305 | 207 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 981 | 436 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 471 | 2,82 | 529 | 15,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 470 | 1,01 | 654 | 13,34 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 275 | 0,47 | 267 | 13,14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 135 | 71 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 17 495 | 1 093 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 215 | 37,52 | 263 | 58,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 584 | 6,06 | 3 599 | 19,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 161 095 | 0,98 | 10 068 | 13,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 57 827 | 14,31 | 3 614 | 28,29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516 104 | 1,34 | 32 256 | 13,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 914 | 13,92 | 2 870 | 27,85 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 330 | 21 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4 729 | 0 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 8 418 | 0,21 | 526 | 12,63 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 692 | 25,19 | 1 293 | 40,54 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 298 | 269 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 125 | 166,23 | 320 | 199,07 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 3 494 | 218 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 | 103,89 | 52 | 136,36 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 36 265 | 1,55 | 2 020 | 4,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 423 184 | 33,43 | 26 449 | 49,75 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 345 | 84 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 10 719 | 1,71 | 670 | 14,16 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 | 7 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 924 | 245 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 509 | 219 | ||||||
| 2025-08-08 | 13F | Creative Planning | 7 631 | 0,04 | 477 | 12,26 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 000 | 62 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
