Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF meliputi Beta Wealth Group, Inc., Ballast, Inc., Fort Point Capital Partners LLC, Triumph Capital Management, O'ROURKE & COMPANY, Inc, Boreal Capital Management LLC, QALTX - Quantified Alternative Investment Fund Investor Class Shares, dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 17,269 | 31.70 | 1,189 | 35.89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,040 | 2.30 | 278 | 9.88 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15,398 | 19.30 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,088 | 213 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,318 | 61.13 | 2,642 | 69.03 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 6,616 | 456 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 235,728 | 5,944.31 | 16,230 | 6,094.27 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 199 | 13 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 17,098 | 45.08 | 1,177 | 55.89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 100 | 7 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 73,550 | 5,064 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18,239 | 6.70 | 1,256 | 14.61 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8,588 | 20.67 | 591 | 29.89 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 29 | 70.59 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,999 | 209 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5,467 | 376 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,702 | 0.97 | 324 | 8.39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 258 | 4.45 | 18 | 13.33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11,322 | 9.52 | 780 | 17.67 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 119,663 | 7.33 | 8,239 | 15.35 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 41 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 13,500 | 8.81 | 865 | 4.35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,803 | 8.47 | 262 | 16.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,841 | 14.08 | 264 | 22.79 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29,786 | 149.74 | 2 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 84 | 6 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 13,130 | 0.10 | 904 | 7.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 184,894 | 27.75 | 12,730 | 37.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,854 | 36.72 | 1,849 | 46.90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5,338 | 368 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 329 | 23 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 314,298 | 16.86 | 21,639 | 25.58 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 384 | 2.13 | 27 | 13.04 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 690 | 47 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202,671 | 80.60 | 13,954 | 94.09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,664 | 7.13 | 1 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 14,439 | 994 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 44,362 | 6.82 | 3,054 | 14.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,843 | 38.05 | 127 | 48.24 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 17,419 | 15.29 | 1,199 | 23.86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,867 | 3.82 | 748 | 10.65 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,219 | 3.16 | 359 | 10.80 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5,225 | 4.50 | 360 | 12.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,000 | 54.46 | 3,442 | 66.04 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 17,575 | 27.80 | 1,210 | 37.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19,572 | 28.64 | 1,348 | 32.71 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93,089 | 8.71 | 6,638 | 15.22 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3,162 | 218 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7,900 | 544 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,559 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7,168 | 40.38 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,447 | 64.08 | 1 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5,771 | 397 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,003 | 8.54 | 482 | 16.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,113 | 9.84 | 2,211 | 17.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,081 | 11.77 | 1,314 | 20.13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3,931 | 271 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41,869 | 899.98 | 2,883 | 975.37 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 600 | 41 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8,336 | 1.09 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,078 | 10.97 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 137,673 | 27.78 | 9,479 | 37.30 |
