Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF meliputi Cerity Partners LLC, Asset Allocation Strategies LLC, Harbor Asset Planning, Inc., Optima Capital Llc, Garden State Investment Advisory Services LLC, Y-Intercept (Hong Kong) Ltd, Hrt Financial Lp, Key FInancial Inc, Gotham Asset Management, LLC, RFG Advisory, LLC, Heritage Financial Services, LLC, Hickory Asset Management, Inc., Capital Investment Advisors, LLC, Hartland & Co., LLC, Beacon Capital Management, Inc., Thompson Investment Management, Inc., JNBA Financial Advisors, First Horizon Advisors, Inc., Parallel Advisors, LLC, dan Russell Investments Group, 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 | Mpwm Advisory Solutions, Llc | 408 | 0.25 | 43 | 5.00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43,024 | 39.85 | 4,487 | 48.94 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56,191 | 47.30 | 5,860 | 54.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110,982 | 4.07 | 11,574 | 9.26 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,743 | 11.23 | 599 | 16.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,311 | 67.94 | 428 | 70.52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3,084 | 0.06 | 322 | 4.90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,359 | 1.74 | 2,332 | 8.47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8,424 | 36.82 | 879 | 43.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,915 | 12.55 | 721 | 18.20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68,253 | 2.15 | 7,118 | 7.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,616 | 21.10 | 377 | 27.36 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3,800 | 396 | ||||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122,137 | 0.80 | 12,738 | 5.82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217,350 | 0.84 | 22,667 | 5.86 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32,947 | 3,436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881,490 | 26.28 | 92 | 31.88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0.39 | 27 | 8.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76,393 | 6.22 | 7,967 | 11.52 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,118 | 0.09 | 117 | 5.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,723 | 11.95 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,579,615 | 0.58 | 164,738 | 5.59 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,338 | 0.27 | 348 | 5.45 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21,161 | 17.95 | 2,200 | 25.87 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,128 | 4.64 | 118 | 11.43 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30,429 | 3.86 | 3,173 | 9.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181,317 | 42.38 | 19 | 50.00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3,802 | 5.76 | 397 | 11.20 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,118 | 0.24 | 221 | 5.26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,376 | 80.55 | 978 | 89.71 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2,556 | 14.98 | 267 | 20.91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48,111 | 169.29 | 5,017 | 182.81 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,307 | 18.53 | 345 | 24.19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41,305 | 0.83 | 4,308 | 5.87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47,674 | 2.00 | 4,979 | 7.22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872,227 | 2.36 | 90,965 | 7.47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96,366 | 2.32 | 10,175 | 8.77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13,331 | 3.37 | 1,390 | 8.51 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,647 | 46.28 | 1,006 | 53.59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,960 | 204 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 25,298 | 2,638 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382,195 | 39,859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2,111,823 | 6.94 | 220,242 | 12.27 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,251,612 | 1.82 | 234,821 | 9.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104,156 | 158.57 | 10,862 | 171.48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,977 | 13.57 | 1,030 | 18.12 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56,914 | 16.50 | 5,936 | 22.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157,002 | 9.70 | 16,373 | 15.16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19,010 | 1.31 | 1,983 | 6.33 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11,562 | 1,206 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52,494 | 18.22 | 5,475 | 24.13 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7,974 | 9.26 | 832 | 14.78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,702 | 103.41 | 908 | 113.92 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155,401 | 0.79 | 16,207 | 4.74 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0.28 | 38 | 5.71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,628 | 1.00 | 1,317 | 5.96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,233 | 4.67 | 963 | 9.82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37,267 | 3.83 | 3,887 | 9.00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150,378 | 5.79 | 15,683 | 11.05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32,220 | 3.96 | 3,360 | 9.16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62,100 | 2.82 | 6,476 | 7.95 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 197,988 | 2.73 | 20,648 | 7.85 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1,093,383 | 6.91 | 114,029 | 12.23 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5,517 | 49.67 | 575 | 57.10 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18,833 | 21.55 | 1,964 | 27.62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4,943 | 7.46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183,781 | 13.16 | 19,166 | 18.80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,776 | 290 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40,154 | 43.04 | 4,188 | 50.18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284,246 | 23.75 | 29,644 | 29.91 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39,644 | 212.45 | 4,134 | 228.10 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,800,717 | 16.75 | 500,667 | 22.57 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154,058 | 7.22 | 16,067 | 12.56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2,709 | 0.37 | 266 | 6.43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24,234 | 12.09 | 2,527 | 17.70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,905 | 29.46 | 303 | 37.90 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,058 | 215 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,665 | 57.69 | 278 | 65.87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,078 | 46.61 | 1,051 | 54.11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505,000 | 40.49 | 52,565 | 48.57 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,364 | 6.22 | 1,394 | 11.53 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6,268 | 0.06 | 654 | 4.98 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65,249 | 6,805 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26,246 | 0.36 | 2,737 | 5.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,011,138 | 0.94 | 209,742 | 5.97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311,325 | 52.51 | 32,468 | 60.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,899 | 21.96 | 302 | 27.97 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40.91 | 36 | 45.83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686,896 | 12.79 | 71,636 | 18.41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,887 | 0.07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5,232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,244,310 | 50.33 | 129,793 | 57.82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9,269 | 10.15 | 967 | 15.69 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1,506,074 | 1.44 | 157,068 | 6.50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60,123 | 42.60 | 6,270 | 49.71 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98,095 | 64.23 | 10,230 | 72.43 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,164 | 2.95 | 226 | 8.17 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2,349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9,200 | 959 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1,028,396 | 5.35 | 107,251 | 10.60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,045 | 18.42 | 1,256 | 24.36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435,146 | 17.82 | 45,381 | 23.69 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2,521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125,169 | 5.17 | 13,054 | 10.40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23,837 | 2 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21,201 | 244.84 | 2,211 | 262.46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22,733 | 38.79 | 2,371 | 45.67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578,420 | 1.53 | 60,751 | 11.67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,225 | 233 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95,253 | 26.79 | 10,039 | 34.50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4.76 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36,066 | 7.61 | 3,761 | 12.98 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86,971 | 2.82 | 9,070 | 7.95 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 8,176,399 | 4.22 | 852,717 | 9.41 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67,593 | 14.41 | 7,049 | 20.13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8,389 | 16.51 | 875 | 22.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,005,003 | 7.01 | 313,392 | 12.34 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4,678 | 0.11 | 488 | 4.96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,420 | 0.04 | 252 | 5.00 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284,786 | 0.15 | 29,700 | 5.14 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15,758 | 9.87 | 1,643 | 15.38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3,061 | 2.51 | 319 | 7.77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75,506 | 4.31 | 7,874 | 9.51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50,963 | 8.72 | 5,315 | 14.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268,398 | 91.83 | 27,991 | 104.31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6,783 | 34.10 | 707 | 40.84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304,221 | 10.32 | 31,727 | 15.82 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1,557 | 0.06 | 162 | 5.19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3,657 | 18.43 | 381 | 24.51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120,243 | 0.32 | 12,540 | 5.32 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1.41 | 7 | 0.00 |
