Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF inkluderer StoneCrest Wealth Management, Inc., Midwest Trust Co, First Citizens Bank & Trust Co, Elequin Capital Lp, First Trust Advisors Lp, Diversified Trust Co, Calton & Associates, Inc., Citizens Financial Group Inc/ri, Diversify Advisory Services, LLC, Nbc Securities, Inc., Nordwand Advisors, LLC, Smallwood Wealth Investment Management, LLC, Strategic Wealth Partners, Ltd., UMA Financial Services, Inc., Skopos Labs, Inc., og CENTRAL TRUST Co .
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 | Harbour Investments, Inc. | 4 828 | 7,53 | 118 | 9,26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 570 | 258 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 15 372 | 376 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 345 102 | 8 438 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 95 587 | 5,51 | 2 337 | 6,42 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 52 622 | 0,19 | 1 287 | 1,02 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 600 | 39 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 25 954 | 0,55 | 635 | 1,44 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 39 652 | 969 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14 721 | 33,62 | 360 | 34,46 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 20 995 | 48,54 | 513 | 50,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 47 270 | 86,13 | 1 156 | 87,80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81 349 | 37,08 | 2 | 0,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 435 | 35 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 189 326 | 4,52 | 4 629 | 5,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169 066 | 57 016,89 | 4 134 | 58 942,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13 346 | 29,13 | 326 | 30,40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1 000 | 24 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 203 814 | 2 329,25 | 4 983 | 2 354,68 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12 623 | 32,59 | 309 | 33,91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 124 305 | 2,63 | 3 039 | 3,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47 490 | 4,42 | 1 161 | 5,35 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21 617 | 129,04 | 529 | 131,58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16 748 | 0,88 | 409 | 1,74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44 282 | 10,75 | 1 083 | 11,89 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 935 255 | 22 363,78 | 1 946 | 835,58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 580 324 | 26,41 | 14 189 | 27,50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 315 760 | 5,20 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 043 609 | 2,22 | 25 516 | 3,11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 36 992 | 1,43 | 904 | 2,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 221 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111 400 | 157,00 | 2 724 | 159,33 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1 208 994 | 8,76 | 29 560 | 9,70 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74 809 | 10,45 | 1 833 | 11,64 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 100 915 | 23,19 | 2 467 | 24,28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 078 | 26 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20 474 | 0,56 | 501 | 1,42 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 81 735 | 7,36 | 1 998 | 8,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19 496 | 16,11 | 477 | 16,95 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 837 | 241 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 176 181 | 30,18 | 28 758 | 31,30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 324 | 1,66 | 815 | 2,64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 156 879 | 2,51 | 3 836 | 3,40 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18 000 | 440 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 73 128 | 4,21 | 1 788 | 5,12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 406 | 1,79 | 745 | 2,76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 174 708 | 3,84 | 4 272 | 4,73 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 76 574 | 1 872 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91 743 | 10,08 | 2 243 | 11,04 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9 028 | 0,45 | 221 | 1,38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22 080 | 15,85 | 540 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 551 527 | 4,00 | 13 486 | 4,91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 12 827 | 9,74 | 314 | 10,60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391 247 | 4,20 | 9 566 | 5,10 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40 568 | 4,28 | 992 | 5,09 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 70 279 | 1 718 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 462 600 | 11,63 | 35 761 | 12,59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 265 | 6 | ||||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 342 707 | 336,84 | 8 379 | 340,77 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12 029 | 0,30 | 294 | 1,38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 770 | 19 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15 565 | 381 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 175 937 | 1,95 | 4 302 | 2,85 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 114 306 | 10,41 | 2 795 | 11,36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 541 | 41,88 | 184 | 43,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 160 647 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 64 938 | 3,77 | 1 588 | 4,68 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 93 078 | 6,47 | 2 276 | 7,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 877 | 1,32 | 217 | 2,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46 200 | 5,90 | 1 130 | 6,81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 243 581 | 4,41 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 993 469 | 4,88 | 195 440 | 5,79 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 27 411 | 54,45 | 673 | 58,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 179 153 | 4,19 | 4 380 | 5,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 156 | 37,44 | 1 077 | 38,13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146 993 | 20,11 | 3 594 | 21,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 45 782 | 1 119 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 083 255 | 21,31 | 75 386 | 22,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 265 | 227 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 432 | 9,17 | 304 | 9,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8 964 | 220 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 715 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 52 466 | 0,33 | 1 283 | 1,18 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 29 923 | 1,22 | 732 | 2,09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 384 622 | 0,47 | 33 854 | 1,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 721 147 | 14,75 | 17 633 | 15,74 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226 080 | 4,51 | 5 528 | 5,42 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 264 159 | 61,81 | 6 459 | 63,20 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 000 | 244 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 100 937 | 4,19 | 2 468 | 5,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 343 | 136,19 | 57 | 137,50 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 50 671 | 1 239 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 127 | 3 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 25 952 | 635 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90 273 | 1,29 | 2 207 | 2,18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 313 | 975,99 | 2 404 | 987,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158 839 | 2,38 | 3 884 | 3,27 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 81 496 | 11,51 | 1 993 | 12,48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 546 | 282 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12 905 | 0,05 | 316 | 0,96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 375 | 9 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 15 504 | 0,30 | 379 | 1,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115 026 | 22,58 | 2 812 | 23,66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 66 372 | 0,91 | 1 623 | 1,76 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 20 002 | 0,22 | 489 | 3,16 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 20 813 | 0,09 | 509 | 0,79 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 625 900 | 16,90 | 15 303 | 17,91 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 259 445 | 19,99 | 6 343 | 21,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 47 308 | 29,24 | 1 157 | 30,33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 12,97 | 23 | 15,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 060 | 0,74 | 0 | |||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 18 625 | 0,10 | 455 | 0,89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 2 267 | 1,34 | 55 | 1,85 |
