Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF meliputi StoneCrest Wealth Management, Inc., Midwest Trust Co, First Citizens Bank & Trust Co, Elequin Capital Lp, First Trust Advisors Lp, Diversified Trust Co, Calton & Associates, Inc., Citizens Financial Group Inc/ri, Diversify Advisory Services, LLC, Nbc Securities, Inc., Nordwand Advisors, LLC, Smallwood Wealth Investment Management, LLC, Strategic Wealth Partners, Ltd., UMA Financial Services, Inc., Skopos Labs, Inc., dan CENTRAL TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,828 | 7.53 | 118 | 9.26 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,570 | 258 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 15,372 | 376 | ||||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 345,102 | 8,438 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 95,587 | 5.51 | 2,337 | 6.42 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 52,622 | 0.19 | 1,287 | 1.02 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1,600 | 39 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 25,954 | 0.55 | 635 | 1.44 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 39,652 | 969 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14,721 | 33.62 | 360 | 34.46 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 20,995 | 48.54 | 513 | 50.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 47,270 | 86.13 | 1,156 | 87.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81,349 | 37.08 | 2 | 0.00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,435 | 35 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 189,326 | 4.52 | 4,629 | 5.44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169,066 | 57,016.89 | 4,134 | 58,942.86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 13,346 | 29.13 | 326 | 30.40 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1,000 | 24 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 203,814 | 2,329.25 | 4,983 | 2,354.68 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 12,623 | 32.59 | 309 | 33.91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 124,305 | 2.63 | 3,039 | 3.54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 47,490 | 4.42 | 1,161 | 5.35 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21,617 | 129.04 | 529 | 131.58 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16,748 | 0.88 | 409 | 1.74 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 44,282 | 10.75 | 1,083 | 11.89 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1,935,255 | 22,363.78 | 1,946 | 835.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 580,324 | 26.41 | 14,189 | 27.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 315,760 | 5.20 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,043,609 | 2.22 | 25,516 | 3.11 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 36,992 | 1.43 | 904 | 2.26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 221 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 111,400 | 157.00 | 2,724 | 159.33 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 1,208,994 | 8.76 | 29,560 | 9.70 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74,809 | 10.45 | 1,833 | 11.64 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 100,915 | 23.19 | 2,467 | 24.28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,078 | 26 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20,474 | 0.56 | 501 | 1.42 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 81,735 | 7.36 | 1,998 | 8.29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,496 | 16.11 | 477 | 16.95 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9,837 | 241 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,176,181 | 30.18 | 28,758 | 31.30 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33,324 | 1.66 | 815 | 2.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 156,879 | 2.51 | 3,836 | 3.40 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 18,000 | 440 | ||||||
| 2025-08-08 | 13F | Advisory Resource Group | 73,128 | 4.21 | 1,788 | 5.12 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,406 | 1.79 | 745 | 2.76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 174,708 | 3.84 | 4,272 | 4.73 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 76,574 | 1,872 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 91,743 | 10.08 | 2,243 | 11.04 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9,028 | 0.45 | 221 | 1.38 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 22,080 | 15.85 | 540 | 16.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 551,527 | 4.00 | 13,486 | 4.91 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 12,827 | 9.74 | 314 | 10.60 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 391,247 | 4.20 | 9,566 | 5.10 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 40,568 | 4.28 | 992 | 5.09 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 70,279 | 1,718 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,462,600 | 11.63 | 35,761 | 12.59 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 265 | 6 | ||||||
| 2025-08-08 | 13F | Spectrum Asset Management, Inc. | 342,707 | 336.84 | 8,379 | 340.77 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 12,029 | 0.30 | 294 | 1.38 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 770 | 19 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15,565 | 381 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 175,937 | 1.95 | 4,302 | 2.85 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 114,306 | 10.41 | 2,795 | 11.36 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7,541 | 41.88 | 184 | 43.75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 160,647 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 64,938 | 3.77 | 1,588 | 4.68 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 93,078 | 6.47 | 2,276 | 7.36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,877 | 1.32 | 217 | 2.36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 46,200 | 5.90 | 1,130 | 6.81 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 243,581 | 4.41 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7,993,469 | 4.88 | 195,440 | 5.79 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 27,411 | 54.45 | 673 | 58.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 179,153 | 4.19 | 4,380 | 5.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44,156 | 37.44 | 1,077 | 38.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 146,993 | 20.11 | 3,594 | 21.14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 45,782 | 1,119 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,083,255 | 21.31 | 75,386 | 22.36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,265 | 227 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12,432 | 9.17 | 304 | 9.78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,964 | 220 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,715 | 0 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 52,466 | 0.33 | 1,283 | 1.18 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 29,923 | 1.22 | 732 | 2.09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1,384,622 | 0.47 | 33,854 | 1.35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 721,147 | 14.75 | 17,633 | 15.74 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 226,080 | 4.51 | 5,528 | 5.42 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 14 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 264,159 | 61.81 | 6,459 | 63.20 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,000 | 244 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 100,937 | 4.19 | 2,468 | 5.07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,343 | 136.19 | 57 | 137.50 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 50,671 | 1,239 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 127 | 3 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 25,952 | 635 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 90,273 | 1.29 | 2,207 | 2.18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98,313 | 975.99 | 2,404 | 987.33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,839 | 2.38 | 3,884 | 3.27 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 81,496 | 11.51 | 1,993 | 12.48 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,546 | 282 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 12,905 | 0.05 | 316 | 0.96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 375 | 9 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 15,504 | 0.30 | 379 | 1.34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115,026 | 22.58 | 2,812 | 23.66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 66,372 | 0.91 | 1,623 | 1.76 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 20,002 | 0.22 | 489 | 3.16 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 20,813 | 0.09 | 509 | 0.79 | ||||
| 2025-08-27 | NP | ACTIX - Advisors Capital Tactical Fixed Income Fund | 625,900 | 16.90 | 15,303 | 17.91 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 259,445 | 19.99 | 6,343 | 21.03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 47,308 | 29.24 | 1,157 | 30.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 12.97 | 23 | 15.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5,060 | 0.74 | 0 | |||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 18,625 | 0.10 | 455 | 0.89 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 2,267 | 1.34 | 55 | 1.85 |
