Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF, to m.in Arch Global Advisors, LLC, Gateway Wealth Partners, LLC, Creegan & Nassoura Financial Group, LLC, CMH Wealth Management LLC, Everest Financial Group LLC, TCFG Investment Advisors, LLC, Calamos Advisors LLC, Rockland Trust Co, Orographic Financial Advisors, LLC, Evergreen Wealth Solutions, LLC, Savvy Advisors, Inc., Pursuit Wealth Strategies, Llc, Hrt Financial Lp, Van Diest Capital, LLC, Kiley Juergens Wealth Management, Llc, Jane Street Group, Llc, Signal Advisors Wealth, LLC, GLR Partners, LLC, Ashton Thomas Private Wealth, LLC, i Western 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 170 | 142,86 | 8 | 133,33 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1 696 302 | 2,39 | 76 775 | 1,82 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 568 887 | 29,67 | 25 748 | 28,95 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 218 | 10 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 59 329 | 115,95 | 2 685 | 114,80 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 545 754 | 10 815,08 | 24 701 | 10 781,06 | ||||
| 2026-05-11 | 13F | Collier Financial | 1 213 | 0,08 | 55 | -1,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 58 756 | 2 659 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36 268 | 45,77 | 1 641 | 44,96 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 111 562 | 176,18 | 5 176 | 168,74 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 5 076 | 230 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 11 650 | 527 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15 543 | 0,08 | 703 | -0,42 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 23 683 | 5,81 | 1 078 | 5,80 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34 681 | 88,96 | 1 570 | 87,90 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 40 043 | 3,84 | 1 812 | 3,25 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22 767 | 7,88 | 1 030 | 7,29 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 11 685 | 529 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8 314 | 0,01 | 376 | -0,53 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3 000 | 136 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 58 708 | 68,48 | 2 657 | 67,63 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 4 750 | 215 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 148 313 | 0,00 | 6 713 | -0,55 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5 010 | 1 920,16 | 228 | 1 972,73 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 6 970 | 315 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 13 989 | 39,42 | 633 | 38,82 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 5 822 | 7,79 | 264 | 7,35 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 605 362 | 3,63 | 27 399 | 3,06 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 12 485 | 0,02 | 1 | |||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 35 000 | 1 584 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 242 380 | 33,81 | 10 971 | 33,08 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 68 612 | 0,00 | 3 105 | -0,54 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 70 | 3 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 341 701 | 54,56 | 15 465 | 53,71 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 6 622 | 10,37 | 300 | 9,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25 343 | 8,48 | 1 147 | 7,90 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 21 985 | 35,28 | 995 | 34,51 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 175 | 8 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 25 877 | 0,77 | 1 366 | 15,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 32 983 | 9,52 | 1 493 | 8,91 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 67 555 | 13,32 | 2 995 | 10,40 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 12 756 | 1 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 138 198 | 6 255 | ||||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 5 705 | 0,21 | 258 | -0,39 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 2 801 | 14,70 | 125 | 8,70 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 5 001 | 0,02 | 226 | -0,44 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 534 | 0,04 | 115 | -0,87 | ||||
| 2026-04-24 | 13F | Optas, LLC | 37 114 | 99,78 | 1 680 | 98,70 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 7 251 | 1,33 | 328 | 0,92 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 32 449 | 1,58 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5 100 | 231 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 209 | 45,14 | 9 | 50,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 738 | 33 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 60 659 | 10,80 | 2 745 | 10,20 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 6 756 | 0,09 | 306 | -0,65 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 14 071 | 8,53 | 637 | |||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 5 597 | 12,23 | 253 | 11,95 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 149 805 | 245,65 | 6 780 | 243,81 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 1 000 | 45 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2 571 242 | 20,96 | 116 374 | 20,29 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 13 072 | 592 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 17 347 | 103,44 | 785 | 102,32 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 40 424 | 1,01 | 1 830 | 0,44 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 5 592 | 253 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 18 767 | 298,70 | 849 | 296,73 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6 942 | 314 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 71 554 | 0,00 | 3 239 | -0,55 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 13 989 | 633 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 792 682 | 2,87 | 35 883 | 2,30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 11 550 | 46,46 | 526 | 49,57 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 11 980 | 88,51 | 542 | 87,54 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 67 021 | 5,24 | 89 | -96,96 | ||||
| 2026-04-06 | 13F | CX Institutional | 16 539 | 978,86 | 1 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 168 | 1 116,67 | 53 | 1 200,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 993 742 | 1,73 | 90 237 | 1,17 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 13 270 | 601 | ||||||
| 2026-05-15 | 13F | Vista Investment Management | 125 322 | 5,89 | 5 672 | 5,31 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2 728 | 1,94 | 123 | 1,65 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 40 000 | 1 810 | ||||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5 951 | 269 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 47 317 | 15,71 | 2 142 | 15,11 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 331 655 | 1,82 | 15 011 | 1,26 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 19 555 | 10,04 | 885 | 9,53 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 9 100 | 412 | ||||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 338 008 | 6,52 | 15 298 | 5,94 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 98 130 | 12,72 | 4 441 | 12,12 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 869 | 39 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 13 662 | 0,01 | 618 | -1,75 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 26 540 | 1 208 | ||||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 197 | 9 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 11 124 | 1,15 | 503 | 0,60 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 157 369 | 2,53 | 7 123 | 1,96 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 87 368 | 5,32 | 3 954 | 4,74 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 500 | 23 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26 028 | 0,37 | 1 178 | -0,17 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 113 | 5 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 836 | 69,95 | 264 | 69,23 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 21 191 | 959 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 503 174 | 0,89 | 68 034 | 0,34 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 94 770 | 4 289 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 25 432 | 0,44 | 1 151 | -0,09 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 230 | 10 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 797 | 217 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 7 619 | 0,05 | 345 | -0,58 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6 567 | 297 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 10 139 | 0,03 | 459 | -0,65 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 14 811 | 5,47 | 670 | 4,85 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 1 173 | 53 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9 295 | 9,35 | 421 | 8,81 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 40 918 | 2,33 | 1 852 | 1,76 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 500 | 68 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 21 298 | 138,42 | 963 | 137,19 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 900 | 34,48 | 177 | 78,79 | ||||
| 2026-05-12 | 13F | Creative Planning | 86 733 | 5,11 | 3 926 | 4,53 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4 425 | 200 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 6 050 | 3,42 | 274 | 2,63 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5 819 | 263 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 13 389 | 20,42 | 606 | 19,57 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 6 189 | 0,02 | 280 | 21,74 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 11 374 | 0,02 | 515 | -0,58 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8 817 | 0 | ||||||
| 2026-04-20 | 13F | City State Bank | 60 | 3 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 65 058 | 7,88 | 2 945 | 7,29 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 15 357 | 0,64 | 695 | 0,14 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 15 400 | 697 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 4 987 | 0,10 | 226 | -0,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26 694 | 1 208 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 17 096 | 6,85 | 795 | 9,07 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 13 058 | 4,42 | 591 | 3,87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 638 910 | 4,46 | 28 917 | 3,88 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 129 355 | 7,29 | 5 855 | 6,69 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 11 758 | 0,09 | 532 | -0,37 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 7 817 | 1,30 | 354 | 0,57 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 54 871 | 0,31 | 2 483 | -0,24 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15 773 | 91,75 | 714 | 90,64 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 13 957 | 2,39 | 632 | 1,77 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 17 869 | 8,96 | 905 | 21,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 144 066 | 6,16 | 6 520 | 5,59 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 191 433 | 1,74 | 8 664 | 1,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 513 | 204 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5 230 024 | 26,70 | 236 711 | 26,01 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 27 885 | 43,86 | 1 262 | 43,08 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 26 185 | 11,94 | 1 185 | 11,37 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 790 | 36 | ||||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 26 165 | 1 184 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 4 041 | 183 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 354 | 0,15 | 61 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 202 720 | 1 967,94 | 9 175 | 1 957,17 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 6 515 | 0,03 | 295 | -0,68 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 5 355 | 2,19 | 242 | 1,68 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 200 | 9 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 75 784 | 8,69 | 3 430 | 8,07 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 201 350 | 6,56 | 9 | 12,50 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 36 491 | 3 385,29 | 1 652 | 3 412,77 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 119 093 | 174,10 | 5 | 400,00 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 23 540 | 36,23 | 1 065 | 35,50 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6 940 | 19,02 | 314 | 18,49 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 101 871 | 4 611 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1 467 902 | 86 489 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 180 485 | 1,42 | 8 | 0,00 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 8 467 | 3,51 | 383 | 2,96 |
