Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF meliputi Win Advisors, Inc, Ballast, Inc., Financial Guidance Group, Inc., Hrt Financial Lp, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Claris Financial LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, McKinley Carter Wealth Services, Inc., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, LM Advisors LLC, Salomon & Ludwin, LLC, dan Vermillion Wealth Management, Inc. .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Arkadios Wealth Advisors | 7,307 | 544 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 662 | 0.61 | 49 | -7.55 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3,423 | 2.82 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 372 | 0.27 | 28 | -10.00 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 7,814 | 582 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,169 | 1,726 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 19,258 | 1 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 19,911 | 0.38 | 1,483 | -8.69 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 4,035 | 36.64 | 308 | 27.39 | ||||
2025-08-07 | 13F | Allworth Financial LP | 103 | 19.77 | 8 | 16.67 | ||||
2025-08-14 | 13F | LM Advisors LLC | 3,066 | 0 | ||||||
2025-07-29 | 13F | Ballast, Inc. | 27,645 | 2,059 | ||||||
2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 18,200 | 1,490 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 508 | 0.59 | 38 | -9.76 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50,256 | 402.56 | 3,743 | 357.58 | ||||
2025-08-14 | 13F | Fmr Llc | 6,605 | 0.43 | 492 | -8.74 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 36,405 | 2,711 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15,475 | 19.00 | 1,153 | 8.27 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,797 | 8.75 | 506 | 0.00 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 2,499 | 0 | ||||||
2025-07-23 | 13F | Friedenthal Financial | 7,144 | 2.31 | 532 | -6.83 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 16,575 | 79.17 | 1,235 | 63.01 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 3,142 | 0.03 | 234 | -8.95 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 30 | 2 | ||||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 58,112 | 2.83 | 4,328 | -6.44 | ||||
2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 5,400 | 442 | ||||||
2025-08-15 | 13F | Morgan Stanley | 277,526 | 47.85 | 20,670 | 34.51 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 75 | 6 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 2,991 | 0.23 | 223 | -9.02 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 5,016 | 8.90 | 374 | -1.06 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 | 0 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,242 | 10.33 | 392 | 2.08 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 10,936 | 23.06 | 815 | 11.97 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 353 | 26 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 114,096 | 736.05 | 8,610 | 781.17 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,450 | 188.24 | 182 | 163.77 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 7,898 | 4.00 | 588 | -5.31 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 750 | 57 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,300 | 100.49 | 246 | 82.84 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 259 | 149.04 | 19 | 171.43 | ||||
2025-07-18 | 13F | Truist Financial Corp | 5,786 | 23.34 | 431 | 11.98 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 40,406 | 2.48 | 3,009 | -6.78 | ||||
2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 9,250 | 757 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 31,446 | 0.27 | 2,342 | -8.77 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,414 | 0.71 | 105 | -7.89 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,724 | 0.58 | 128 | -8.57 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20,368 | 4.82 | 1,517 | -5.36 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 5,656 | 9.32 | 421 | -0.47 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,451 | 18.00 | 1 | 0.00 | ||||
2025-08-26 | 13F | Claris Financial LLC | 10,915 | 813 | ||||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 53,706 | 4.80 | 4,000 | -4.67 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 23,119 | 1,722 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,805 | 0.39 | 134 | -8.84 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 28,695 | 83.60 | 2,137 | 67.08 |