Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF, to m.in Trask Adam Roland, Tiaa-cref Individual & Institutional Services, Llc, LJI Wealth Management, LLC, Napier Financial, LLC, PlanVest Financial, Inc, Motiv8 Investments LLC, Gill Capital Partners, Llc, Transamerica Financial Advisors, Inc., Zions Bancorporation, National Association /ut/, Tucker Asset Management Llc, i Cassaday & Co Wealth Management LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 274 | 0,37 | 18 | -5,26 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18 727 | 1 660,06 | 1 252 | 1 591,89 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 813 | 0,12 | 54 | -5,26 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 58 408 | 5,14 | 3 905 | -0,15 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 217 | 46,24 | 148 | 39,62 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 982 | 0,07 | 400 | -5,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 12 | 1 | ||||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 11 599 | 1,20 | 776 | -3,97 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 151 | 20,65 | 478 | 14,63 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 70 106 | 62,67 | 4 687 | 54,48 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 7 674 | 0,01 | 513 | -5,00 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 7 144 | 2,00 | 495 | -4,44 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 20 208 | 0,08 | 1 351 | -4,93 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 180 133 | 28,49 | 12 044 | 133 711,11 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 186 428 | 11,96 | 12 465 | 6,31 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 56 090 | 33,90 | 3 750 | 27,16 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 32 729 | 10,67 | 2 188 | 5,09 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 891 | 8,18 | 126 | 2,44 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 95 | 7 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 49 397 | 1,45 | 3 303 | -3,68 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 5 900 | 47,50 | 394 | 40,21 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 28 900 | 572,09 | 1 932 | 539,74 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 650 | 43 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 908 | 64 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 533 | 0,07 | 0 | |||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 15 084 | 118,83 | 1 008 | 107,84 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 985 | 10,12 | 400 | 4,71 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 295 258 | 1,61 | 19 741 | -3,51 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 9 738 | 0,43 | 651 | -4,55 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 15 434 | 0,01 | 1 032 | -5,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 379 | 19,95 | 694 | 13,96 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3 035 | 0,03 | 203 | -5,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3 015 | 19,36 | 204 | 14,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 486 | 0 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4 424 | 296 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 13 544 | 309,93 | 906 | 290,09 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3 327 | 0,06 | 231 | -3,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56 101 | 22,52 | 3 674 | 13,99 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 396 | 3,23 | 361 | -2,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 58 720 | 10,79 | 3 926 | 5,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 142 050 | 4,08 | 9 497 | -1,17 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1 000 | 900,00 | 67 | 1 220,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 14 132 | 35,35 | 945 | 28,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 465 | 31,75 | 165 | 25,19 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10 848 | 53,57 | 725 | 45,88 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 480 | 23,71 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 335 431 | 13,34 | 22 428 | 7,63 | ||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 17 420 | 15,38 | 1 206 | 9,65 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 4 973 | 0,16 | 333 | -4,87 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 46 | 3 | ||||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 100 872 | 4,26 | 6 744 | -1,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 104 | 7 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 13 250 | 126,50 | 898 | 112,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 244 | 1,79 | 862 | -0,58 | ||||
| 2026-05-15 | 13F | Fmr Llc | 32 673 | 0,08 | 2 184 | -4,96 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 6 597 | 1,54 | 441 | -3,50 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3 003 | 0,17 | 201 | -5,21 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 9 092 | 0,01 | 608 | -5,16 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 135 | 9 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19 364 | 0,90 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 521 | 7,74 | 235 | 2,17 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 756 | 51 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 205 355 | 13,15 | 13 730 | 7,45 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 49 232 | 34,65 | 3 466 | 31,49 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 8 530 | 0,02 | 570 | -5,00 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 349 | 23 | -4,17 | |||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 247 036 | 110,01 | 16 517 | 99,42 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 14 034 | 17,64 | 938 | 11,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 686 | 2,06 | 1 584 | -3,12 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 3 502 | 234 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 645 | 7,20 | 311 | 1,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 462 | 27,98 | 33 | 23,08 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 23 300 | 1,75 | 1 558 | -3,35 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 20 | 66,67 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 368 | 2,22 | 25 | -4,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 28 273 | 1,02 | 1 890 | -4,06 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3 000 | 201 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 13 538 | 11,77 | 905 | 6,22 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 260 | 17 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 51 399 | 4,51 | 3 436 | -0,75 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8 723 | 0,10 | 583 | -4,89 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 29 649 | 5,06 | 1 982 | -0,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 667 470 | 69,81 | 44 627 | 61,25 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 4 182 | 0,17 | 280 | -4,78 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 504 | 99,21 | 34 | 94,12 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 672 | 179 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 020 | 16,89 | 402 | 11,05 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 96 687 | 0,99 | 6 464 | -4,09 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 40 793 | 2 727 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 245 | 7,16 | 150 | 2,04 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16 102 | 4,63 | 1 077 | -0,65 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 6 707 | 0,15 | 448 | -4,88 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5 509 | 1,77 | 368 | -3,41 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4 650 | 311 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1 748 | 0,06 | 117 | -5,69 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 353 972 | 676,37 | 23 667 | 637,26 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 132 | 9 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 36 312 | 16,94 | 2 428 | 11,02 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 9 854 | 8,36 | 659 | 2,81 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 410 | 0,03 | 629 | -4,98 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 051 | 0,10 | 71 | -2,74 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6 323 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 769 | 376,44 | 921 | 353,20 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13 899 | 3,09 | 929 | -2,11 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 5 698 | 0,04 | 381 | -5,24 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 7 964 | 0,08 | 1 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84 836 | 12,71 | 5 672 | 7,04 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 61 554 | 0,60 | 4 116 | -4,48 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1 957 | 10,01 | 131 | 4,00 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 4 077 | 13,98 | 273 | 8,37 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 653 | 512 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 975 | 199 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 137 | 9 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 023 | 11,59 | 202 | 6,32 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 5 722 | 31,30 | 383 | 24,84 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1 592 | 2,05 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5 900 | 0,85 | 394 | -4,14 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 52 004 | 33,02 | 3 477 | 26,31 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 8 000 | 535 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 141 | 7,22 | 344 | 1,78 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 550 | 37 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 427 217 | 11,17 | 28 564 | 5,57 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 18 534 | 1,04 | 1 239 | -4,03 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 354 | 0,28 | 24 | -4,17 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1 773 | 0,17 | 119 | -4,84 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 821 | 0,24 | 55 | -5,26 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 7 973 | 2,51 | 533 | -2,56 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 785 | 52 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 20 379 | 1,87 | 1 363 | -3,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 322 472 | 1,10 | 88 421 | -4,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 5 720 | 0,03 | 382 | -4,98 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 7 387 | 25,25 | 494 | 18,80 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 11 415 | 1,33 | 763 | -3,78 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 562 918 | 8,21 | 37 637 | 2,76 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 0 | 0 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 332 | 490 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 724 | 76,65 | 182 | 68,52 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 4 297 | 15,60 | 287 | 9,96 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 775 | 0 | ||||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 25 242 | 9,65 | 1 688 | 4,14 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 847 | 0,02 | 391 | -5,11 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 16 595 | 21,63 | 1 110 | 15,52 |
