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 Utilities ETF meliputi Proficio Capital Partners LLC, American Trust, Ballast, Inc., Brooks, Moore & Associates, Inc., Janney Montgomery Scott LLC, Financial Freedom, LLC, Harbor Asset Planning, Inc., dan Ronald Blue Trust, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,202 | 3.05 | 583 | 5.23 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 408 | 29 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18,200 | 1.13 | 1,294 | 3.27 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,658 | 0.61 | 118 | 2.63 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16,381 | 107.07 | 1,165 | 111.43 | ||||
| 2025-08-14 | 13F | Fmr Llc | 728 | 15.19 | 52 | 15.91 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 36,849 | 15,253.75 | 2,621 | 16,275.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 35,686 | 16.59 | 2,538 | 19.05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,994 | 0.66 | 142 | 11.02 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 534,607 | 42.52 | 38,021 | 45.53 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 85,422 | 25.02 | 6,075 | 27.65 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 4,650 | 5.97 | 331 | 8.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 25,127 | 9.68 | 1,787 | 11.97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9,675 | 0.07 | 688 | 2.23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 566 | 0.53 | 40 | 2.56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 108,611 | 3.88 | 7,724 | 6.08 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 40,192 | 2.11 | 2,858 | 4.27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 32,947 | 307.56 | 2,344 | 316.34 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5,110 | 383 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | 0 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 7,283 | 0.61 | 518 | 2.58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,644 | 0.39 | 401 | 8.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,972 | 0.04 | 354 | 2.02 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,824,217 | 3,125 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,060 | 0.49 | 218 | 2.36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 102,774 | 19.09 | 7,309 | 21.61 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,119 | 0.32 | 222 | 2.31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 129 | 9 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 647 | 46 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 37 | 516.67 | 3 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,321 | 38.08 | 518 | 41.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28,002 | 52.90 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,855 | 0.23 | 274 | 2.62 | ||||
| 2025-08-14 | 13F | Alethea Capital Management, Llc | 93,989 | 6,684 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 412,381 | 562.92 | 29,329 | 577.01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,031 | 73 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 10,071 | 2.13 | 716 | 4.37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2,999 | 213 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 110,055 | 57.46 | 7,827 | 60.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 209,583 | 4.37 | 14,906 | 6.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 653 | 0.62 | 46 | 2.22 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 35,588 | 42.01 | 2,527 | 44.76 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 28,623 | 12.34 | 2,036 | 14.71 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 7,005 | 498 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33,697 | 102.13 | 2,397 | 106.37 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,941 | 1.13 | 849 | 3.28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 8,887 | 403.80 | 632 | 418.03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,098 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,002 | 0.91 | 71 | 9.23 | ||||
| 2025-09-03 | 13F | American Trust | 14,124 | 1,004 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 155,569 | 12.00 | 11,074 | 14.37 |
