Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF inkluderer First International Bank of Israel Ltd., Grimes & Company, Inc., Ballast, Inc., Cary Street Partners Financial Llc, Glenmede Investment Management, LP, Dunhill Financial, LLC, og Twin Peaks Wealth Advisors, LLC .
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.
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Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16 115 | 254,18 | 483 | 249,28 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 231 082 | 1,01 | 6 926 | −1,79 | ||||
2025-08-08 | 13F | Creative Planning | 11 786 | 22,52 | 353 | 19,26 | ||||
2025-08-14 | 13F | UBS Group AG | 316 681 | 162,31 | 9 491 | 155,11 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 1 161 | 0,61 | 35 | −2,86 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 18 852 | 6,56 | 565 | 3,49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6 458 | 39,48 | 192 | 37,14 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 55 803 | 1 672 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1 088 | 33 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 365 | 71,70 | 41 | 66,67 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0,65 | 19 | −5,26 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 367 | 221 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0,63 | 24 | 0,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7 535 | 0,43 | 226 | −0,88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 109 967 | 10,62 | 3 296 | 7,57 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 800 | 100,00 | 84 | 97,62 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 6 984 | 209 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 241 328 | 0,48 | 7 233 | −2,28 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7 210 | 8,10 | 216 | 6,40 | ||||
2025-07-29 | 13F | Ballast, Inc. | 53 405 | 1 601 | ||||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 98 000 | 2 937 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 54 611 | 30,39 | 1 637 | 26,82 | ||||
2025-07-23 | 13F | Friedenthal Financial | 50 174 | 1,54 | 1 504 | −1,25 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30 791 | 5,94 | 923 | 3,02 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 5 552 | 166 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 34 076 | 17,90 | 1 021 | 14,72 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105,00 | 1 | |||||
2025-08-05 | 13F | Sage Capital Management, LLC | 13 875 | 0,35 | 416 | −2,58 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16 392 | 0,02 | 491 | −2,77 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 593 | 0,13 | 48 | −4,08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 78 929 | 87,09 | 2 366 | 81,92 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 40 929 | 0,16 | 1 227 | −2,62 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 253 | 57,71 | 547 | 53,65 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 14 747 | 0,96 | 442 | −2,00 |