Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF meliputi River Wealth Advisors LLC, EPG Wealth Management LLC, Seros Financial, LLC, ArborFi Advisors, LLC, Belvedere Trading LLC, Kendall Capital Management, Wealthcare Capital Management Llc, Cerity Partners LLC, Axxcess Wealth Management, Llc, WCG Wealth Advisors LLC, Trust Co Of Toledo Na /oh/, Atlas Financial Advisors, Inc., Sowell Financial Services LLC, Brookwood Investment Group LLC, Ameritas Advisory Services, LLC, Trilogy Capital Inc., Y-Intercept (Hong Kong) Ltd, Clear Creek Financial Management, LLC, CAPROCK Group, Inc., dan Sterling Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 462,553 | 54.64 | 32,092 | 70.97 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4,619 | 314 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 354,148 | 2.16 | 24 | 14.29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,896 | 3.73 | 1,081 | 12.49 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 70,009 | 4,762 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 54,376 | 6.13 | 3,699 | 15.02 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10,985 | 78.91 | 747 | 94.03 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 84,193 | 3.57 | 5,727 | 12.25 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,731 | 3.10 | 186 | 11.45 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 56,648 | 1,657.07 | 3,853 | 1,807.43 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 894 | 1.94 | 61 | 5.26 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 47,079 | 4.48 | 3,202 | 13.26 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,563 | 2.69 | 514 | 11.26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 3,022 | 0 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 77,780 | 5,291 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 13,924 | 3.14 | 947 | 11.81 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,134 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 855,913 | 50.81 | 58,219 | 63.47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,918 | 13.75 | 999 | 7.89 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30,698 | 80.76 | 2,088 | 96.06 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,757 | 5.33 | 460 | 17.69 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 590 | 40 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 97,156 | 0.88 | 6,609 | 9.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,865,283 | 5.19 | 126,877 | 14.02 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 35,863 | 16.31 | 2,439 | 26.11 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48,374 | 12.09 | 3,290 | 21.54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,214 | 65.09 | 423 | 78.81 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 402 | 27 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,403 | 0.05 | 1,456 | 8.42 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 3,862 | 263 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,988 | 1.42 | 611 | 9.89 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,000 | 476 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 69,457 | 6.77 | 4,724 | 15.76 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3,577 | 245 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,713 | 560.77 | 1,069 | 616.78 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 21,294 | 8.48 | 1,448 | 17.63 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 62,739 | 302.95 | 4,268 | 336.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,020 | 5.37 | 1,906 | 14.21 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 477,335 | 0.41 | 32,468 | 8.84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 159,873 | 11.70 | 11 | 25.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,391 | 60.88 | 503 | 74.31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,290 | 12.39 | 294 | 25.21 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 51,651 | 20.89 | 3,513 | 31.08 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 900 | 61 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7,514 | 511 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 48,697 | 19.01 | 3,056 | 12.94 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 21,947 | 63.43 | 1,493 | 77.20 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 17,000 | 1,156 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,625 | 11.54 | 655 | 20.89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 32,326 | 7.79 | 2,199 | 16.91 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 45,581 | 1.98 | 3,100 | 10.56 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 25,522 | 183.04 | 1,736 | 207.26 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,912 | 23.43 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 2,961 | 25.20 | 201 | 35.81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,033 | 478 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38,524 | 3.93 | 2,620 | 12.64 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 24,850 | 3.54 | 1,690 | 12.22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,712 | 71.27 | 457 | 86.12 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,991 | 2.60 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 523,730 | 5.33 | 35,624 | 14.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 24,497 | 10.66 | 1,666 | 13.88 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14,236 | 968 | ||||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 7,813 | 14.64 | 531 | 24.07 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 323,865 | 22,029 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 11,206 | 0.53 | 766 | 16.44 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,715 | 27.06 | 797 | 37.72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 441,605 | 21.61 | 30,038 | 31.82 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 17,422 | 0.67 | 1,093 | -4.46 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 12,023 | 818 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 160 | 0 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14,383 | 978 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,278,102 | 8.77 | 86,936 | 17.90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 197,258 | 145.98 | 13 | 160.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 606 | 41 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,299 | 4.04 | 360 | 12.85 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 21,443 | 0.23 | 1,459 | 8.64 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4,564 | 7.34 | 310 | 16.54 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 7,259 | 71.81 | 494 | 86.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 119,950 | 8,159 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 479 | 8.13 | 33 | 10.34 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7,989 | 0.81 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 9,591 | 652 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,882 | 1,315.04 | 128 | 1,500.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 110,849 | 5.00 | 7,540 | 13.81 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 32,765 | 2,229 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14,268 | 167.89 | 971 | 175.57 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8,753 | 595 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,863 | 739 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,721 | 253 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 143,028 | 18.19 | 10 | 28.57 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 27,625 | 36.69 | 1,879 | 48.19 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 6,824 | 2.00 | 464 | 10.74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,791 | 1,006 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 10,070 | 685 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,026 | 8.42 | 206 | 17.82 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 78,500 | 19.88 | 5,340 | 29.97 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 255 | 50.00 | 17 | 70.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,033,548 | 154.42 | 70,302 | 175.80 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,627 | 9.86 | 541 | 1.50 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 59 | 4 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 4,600 | 8.03 | 313 | 16.85 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 281,674 | 1.54 | 19,159 | 10.07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,580,283 | 4.15 | 107,491 | 12.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,312 | 8.76 | 1,178 | 17.94 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 190,028 | 3.61 | 12,926 | 12.31 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 8,265 | 82.93 | 562 | 98.59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,750,582 | 8.42 | 119,082 | 17.53 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 78,203 | 3.63 | 5,319 | 12.33 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6,977 | 57.00 | 475 | 70.50 | ||||
| 2025-08-07 | 13F | PFG Advisors | 29,445 | 7.73 | 2,003 | 16.73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 97 | 385.00 | 7 | 500.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 150 | 10 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,281 | 3.00 | 495 | 11.74 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 33,134 | 2,254 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3,110 | 212 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,017 | 3.79 | 341 | 12.54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86,042 | 774.77 | 5,853 | 848.46 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 89,516 | 8.29 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 15,207 | 37.88 | 1,034 | 58.35 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4,884 | 332 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5,878 | 400 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20,303 | 9.23 | 1,381 | 18.35 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4,053 | 254 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 41,917 | 191.27 | 2,851 | 215.73 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6,805 | 463 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,063 | 208 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,684 | 0.12 | 115 | 8.57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,800 | 803 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7,661 | 0.42 | 521 | 9.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 69,685 | 39.63 | 4,740 | 51.36 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 19,288 | 35.73 | 1,312 | 47.14 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2,975 | 202 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 56,423 | 13.31 | 3,838 | 22.82 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,747 | 323 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11,131 | 15.80 | 757 | 25.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 153,253 | 52.23 | 10,438 | 70.33 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 144,650 | 3.15 | 9,839 | 11.82 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,835 | 533 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 11,139 | 8.44 | 758 | 17.55 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 15,890 | 20.63 | 1,081 | 30.75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 219,456 | 11.76 | 15 | 16.67 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,262 | 29.50 | 290 | 40.29 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,541 | 7.76 | 921 | 16.88 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 42,662 | 37.08 | 3 | 100.00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8,496 | 128.76 | 578 | 147.64 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 21,900 | 1,490 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 139,471 | 4.68 | 9,487 | 13.47 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 10,031 | 663 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 204,723 | 1.73 | 13,925 | 10.28 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 83,672 | 21.06 | 5,691 | 31.22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 166,933 | 11 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 30,053 | 16.50 | 2,044 | 26.33 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9,414 | 7.60 | 640 | 16.79 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,962 | 1.61 | 133 | 9.92 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 5 | 0 | ||||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 58,808 | 44.20 | 3,847 | 28.89 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 20,534 | 14.41 | 1,397 | 23.98 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 34,376 | 2,338 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 130,604 | 6.57 | 8,884 | 15.53 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 9,805 | 0.07 | 667 | 8.47 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6,126 | 14.50 | 417 | 24.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 217,718 | 11.13 | 14,809 | 20.47 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3,537 | 0.11 | 241 | 8.60 |
