Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P 100 Equal Weight ETF meliputi RFP Financial Group LLC, Altus Wealth Management, LLC, Systelligence, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Janney Montgomery Scott LLC, Foronjy Financial Llc, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Founders Financial Securities Llc, Bank Of America Corp /de/, Goodwin Investment Advisory, Precision Wealth Strategies, LLC, Forza Wealth Management, LLC, Betterment LLC, Chicago Partners Investment Group LLC, Belpointe Asset Management LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Brighton Jones Llc, First Trust Advisors Lp, dan Independent Advisor Alliance .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Diversified Trust Co | 2,200 | 1.62 | 242 | 8.07 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 34,018 | 3,741 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 861 | 11.67 | 95 | 18.99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 550,308 | 5.87 | 60,517 | 12.94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1,871 | 206 | ||||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 295,389 | 32,484 | ||||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 20,914 | 2,300 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8,610 | 947 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,896 | 5.15 | 538 | 12.08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 109,810 | 2.45 | 12,278 | 11.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35,025 | 112.74 | 3,852 | 126.93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 246 | 27 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 166,540 | 19.27 | 18,315 | 27.23 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19,925 | 2,191 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 67,519 | 15.05 | 7,457 | 23.26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 3,536 | 274.58 | 389 | 304.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,087,139 | 18.45 | 119,553 | 26.35 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 569,993 | 29.48 | 62,682 | 38.13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 30,006 | 254.56 | 3,300 | 278.33 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19,574 | 2.03 | 2,153 | 8.85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,909 | 63.38 | 1,420 | 74.32 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 281,722 | 2.16 | 30,981 | 8.98 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 2,898 | 319 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 34 | 4 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 122,472 | 1,013.18 | 13,468 | 1,087.65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50,616 | 1.41 | 5,566 | 8.18 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 111 | 12 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 3,805 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 705 | 23.25 | 78 | 32.76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,396 | 4.52 | 483 | 12.59 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 487 | 83.08 | 54 | 96.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,052 | 116 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,930 | 217.18 | 1,202 | 238.31 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 21,138 | 2,325 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 25,759 | 176.35 | 2,656 | 178.59 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 93,407 | 12.38 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,732 | 5.52 | 300 | 12.78 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5,602 | 25.58 | 616 | 34.20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 84,316 | 143.70 | 9,272 | 160.01 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 2,588 | 285 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 471,667 | 51,869 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 11,858 | 1,304 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 17,100 | 1,880 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 225,802 | 8.51 | 24,831 | 15.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 96,369 | 120.91 | 10,598 | 137.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 9,075 | 3.42 | 998 | 10.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 8,120 | 6.93 | 893 | 14.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,751 | 87,450.00 | 193 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 3,675 | 14.56 | 404 | 22.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,833 | 8.38 | 1,521 | 15.67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 148,689 | 28.58 | 16 | 45.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26,547 | 4.45 | 2,949 | 12.56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,117 | 1,003 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 27,418 | 22.95 | 3,015 | 31.14 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 16,840 | 235.99 | 1,852 | 258.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50,655 | 8.95 | 5,571 | 16.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 174,000 | 24.31 | 19,135 | 32.60 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2,375 | 261 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,371 | 378 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15,695 | 1.26 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,672 | 184 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 5,939 | 0.41 | 652 | 7.06 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,435 | 0.09 | 598 | 6.80 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4,307 | 25.13 | 474 | 33.62 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,634 | 274.01 | 510 | 300.79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,629 | 179 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 816 | 90 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 8,075 | 1.74 | 888 | 8.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15,763 | 20.70 | 1,733 | 28.75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 56,110 | 38.41 | 6,170 | 47.64 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 4,069 | 0.22 | 448 | 6.94 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 210 | 22 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 31,640 | 557.66 | 3,479 | 602.83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 78,206 | 14.08 | 8,600 | 21.71 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15,893 | 4.78 | 1,748 | 11.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13,572 | 21.42 | 1,493 | 29.51 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 10,103 | 11.10 | 1,111 | 18.57 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,369 | 17.28 | 261 | 26.21 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,410 | 1.56 | 265 | 8.20 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2,516 | 277 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 135,020 | 8.42 | 14,848 | 15.66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,125 | 175.92 | 454 | 194.16 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 2,516 | 277 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 143,913 | 35.19 | 15,758 | 44.89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 169,949 | 17.27 | 18,689 | 25.10 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1,971 | 217 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,512 | 32.82 | 606 | 41.92 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 4,352 | 479 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29,462 | 13.18 | 3,240 | 20.72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,310 | 319.62 | 1,134 | 347.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,491 | 10.76 | 384 | 18.21 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 66 | 6,500.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,489 | 1,374 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 64,082 | 23.49 | 7,047 | 31.74 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 109,910 | 12,087 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,629 | 289 | ||||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 48,912 | 5,379 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 444,410 | 60.14 | 48,864 | 69.17 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 72,384 | 9.61 | 7,960 | 16.94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28,788 | 3 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,875 | 316 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,199 | 42.32 | 1 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,186 | 0.06 | 350 | 6.71 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 61,533 | 68.08 | 6,767 | 79.28 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 145,395 | 16 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 977 | 1,121.25 | 108 | 1,237.50 |
