Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF, to m.in Gotham Asset Management, LLC, Keudell/Morrison Wealth Management, Pinnacle Financial Partners, Inc., Cassaday & Co Wealth Management LLC, Pacific Center for Financial Services, Cornerstone National Bank & Trust Co, Hickory Point Bank & Trust, N.E.W. Advisory Services LLC, i Peterson Wealth Management .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 25 982 | 12,09 | 358 | 9,17 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 878 | 12 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 78 203 | 4,13 | 1 076 | 1,41 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 13 844 | 0,12 | 190 | -2,56 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 12 772 | 176 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2 500 | 34 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 13 549 | 1,48 | 186 | -1,06 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 933 | 586,03 | 13 | 1 100,00 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 16 348 | 38,60 | 225 | 34,94 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 13 630 | 188 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 13 640 | 0,35 | 193 | -1,54 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 826 | 0,09 | 94 | -2,08 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 25 218 | 0,16 | 347 | -2,81 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 70 688 | 9,70 | 973 | 6,70 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 103 033 | 12,68 | 1 418 | 9,59 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 589 | 107,39 | 8 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 137 029 | 26,28 | 1 886 | 22,88 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 86 523 | 1,62 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 27 577 | 0,21 | 390 | -3,23 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1 541 | 2,73 | 21 | 0,00 | ||||
| 2026-05-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 161 546 | 4,03 | 2 223 | 1,23 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 68 695 | 945 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 130 368 | 13,21 | 1 794 | 10,20 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 67 427 | 8,10 | 928 | 5,22 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 7 296 | 0,55 | 100 | -1,96 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 23 430 | 18,74 | 322 | 15,41 | ||||
| 2026-05-18 | 13F | Cim, Llc | 28 491 | 3,52 | 392 | 0,77 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 163 690 | 0,21 | 2 252 | -2,47 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 65 378 | 18,57 | 905 | 16,05 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 1 890 | 1,45 | 26 | 0,00 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 3 500 | 48 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 10 481 | 1,48 | 144 | -1,37 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 400 | 6 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 86 405 | 1,48 | 1 189 | -1,25 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 264 | 1,54 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20 473 | 282 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 617 759 | 1,86 | 8 500 | -0,87 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 11 252 | 0,82 | 155 | -1,91 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 352 719 | 9,27 | 4 853 | 6,33 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 697 | 1,46 | 10 | 0,00 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 12 632 | 3,08 | 174 | 0,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 18 490 | 254 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 83 758 | 86,19 | 1 153 | 81,13 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 74 221 | 1 021 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 500 | 7 | ||||||
| 2026-04-29 | 13F | Avory & Company, LLC | 23 681 | 3,03 | 326 | 0,00 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 10 101 | 145 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 2 203 | 1,47 | 30 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 826 | 11 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 3 967 | 55 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 27 226 | 1,73 | 375 | -1,06 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 22 656 | 61,28 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 54 101 | 0,56 | 744 | -2,11 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 318 191 | 18,98 | 4 378 | 15,79 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 0 | |||||||
| 2026-05-15 | 13F | Fmr Llc | 147 | 12,21 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 7 250 | 100 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 324 977 | 0,26 | 18 232 | -2,43 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21 219 | 3,53 | 292 | 0,69 | ||||
| 2026-05-01 | 13F | Wilian Securities, LLC | 22 242 | 36,56 | 306 | 33,04 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 7 000 | 0 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 80 | -2,44 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6 957 | 96 | ||||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 143 954 | 5,82 | 1 981 | 2,96 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 15 278 | 210 |
