Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF, to m.in LeClair Wealth Partners LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Apella Capital, LLC, Fosun International Ltd, LFG Wealth Partners, LLC, Alpine Bank Wealth Management, Engineers Gate Manager LP, SageView Advisory Group, LLC, Mpwm Advisory Solutions, Llc, Motco, i Albion Financial Group /ut .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Boston Family Office Llc | 256 877 | 3,51 | 6 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 744 | 4 502 | ||||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 27 741 | 1,27 | 665 | -0,15 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3 180 | 51,43 | 77 | 49,02 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 4 598 | 646,43 | 110 | 626,67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 62 506 | 7,76 | 1 521 | 6,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 91 709 | 2 083,55 | 2 199 | 2 055,88 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 453 481 | 8,40 | 10 875 | 6,84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 894 070 | 9,11 | 69 400 | 7,54 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 232 | 0,87 | 6 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 277 988 | 8,76 | 6 666 | 7,20 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 469 296 | 4,63 | 11 254 | 3,13 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 33 265 | 798 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 17 007 | 3,19 | 408 | 1,75 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6 992 | 0,09 | 168 | -1,18 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 291 785 | 6 997 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 14 857 | 4,08 | 356 | 2,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 147 691 | 3 542 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 19 546 | 1,48 | 469 | 0,00 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 12 637 | 0,02 | 303 | -1,30 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 17 564 | 5,12 | 421 | 3,69 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 13 947 | 0,19 | 334 | -1,18 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 31 925 | 766 | ||||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 37 040 | 8,19 | 888 | 6,73 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3 617 | 4,18 | 87 | 2,38 | ||||
| 2026-05-04 | 13F | King Wealth | 36 652 | 1,87 | 1 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 13 246 | 318 | ||||||
| 2026-05-14 | 13F | Fosun International Ltd | 88 582 | 2 124 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10 902 | 53,14 | 261 | 50,87 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 54 031 | 1,43 | 1 296 | -0,08 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 382 846 | 2,65 | 9 181 | 1,18 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2 385 | 1,27 | 57 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 52 071 | 14,66 | 1 249 | 13,04 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 239 794 | 2,97 | 53 710 | 1,49 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 15 626 | 33,38 | 375 | 31,23 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 6 505 | 33,57 | 156 | 31,36 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 433 | 2,46 | 251 | 1,62 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 190 638 | 2,67 | 28 551 | 1,19 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 5 258 | 0,96 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 13 931 | 0,11 | 14 | -96,15 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 10 296 | 1,88 | 247 | 0,41 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 14 973 | 4,90 | 359 | 3,46 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 98 926 | 36,23 | 2 372 | 34,31 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 52 422 | 2,35 | 1 257 | 0,88 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 86 015 | 8,19 | 2 063 | 6,62 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 99 417 | 1,91 | 2 384 | 0,46 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 404 841 | 9 708 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 300 767 | 11,11 | 7 324 | 11,19 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 12 170 | 0,30 | 292 | -1,36 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5 900 | 141 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 24 120 | 2,01 | 578 | 0,52 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 232 011 | 2,25 | 5 564 | 0,78 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 793 | 19 | ||||||
| 2026-05-12 | 13F | Creative Planning | 13 200 | 317 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 156 177 | 35,46 | 3 745 | 33,51 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 146 959 | 1 436,42 | 3 524 | 1 418,97 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 652 466 | 32,98 | 15 650 | 31,10 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9 401 780 | 7,13 | 225 455 | 5,59 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 57 060 | 11,31 | 1 388 | 9,64 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 79 392 | 16,91 | 1 884 | 13,98 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 383 645 | 2,95 | 9 200 | 1,47 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13 650 | 62,50 | 327 | 60,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 38 174 | 1,82 | 915 | 0,33 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 38 620 | 7,21 | 926 | 5,71 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 67 880 | 3,53 | 1 627 | 1,94 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 900 | 46 | ||||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 10 666 | 843,89 | 256 | 844,44 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 54 879 | 1 335 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 402 | 58 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 107 828 | 441,28 | 2 586 | 434,09 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 31 031 | 40,29 | 755 | 38,28 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 175 990 | 2,08 | 4 220 | 0,62 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9 717 | 4,16 | 233 | 3,10 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 126 143 | 6,56 | 3 025 | 5,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 70 597 | 136,70 | 1 693 | 133,38 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 483 199 | 4,06 | 35 567 | 2,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 434 840 | 4,62 | 34 407 | 3,12 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 47 | 2,17 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 829 674 | 8,58 | 19 896 | 7,02 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 17 205 | 0,74 | 413 | -0,72 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11 696 | 0,15 | 280 | -1,41 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 9 313 | 83,80 | 222 | 81,97 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 115 606 | 2 822 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 141 754 | 199,88 | 3 399 | 195,57 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 58 689 | 7,32 | 1 407 | 5,79 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 9 537 | 1,05 | 229 | -0,44 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 47 093 | 17,36 | 1 129 | 15,68 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 340 990 | 2,16 | 8 177 | 0,68 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 92 012 | 7,53 | 2 206 | 6,01 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 10 236 | 2,03 | 245 | 0,41 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 393 325 | 13,49 | 9 | 12,50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 9 812 | 239 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9 617 | 231 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 13 907 | 1,26 | 334 | -0,30 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 256 434 | 7,05 | 6 149 | 5,53 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 14 441 | 0,84 | 346 | -0,57 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 73 018 | 10,69 | 1 751 | 9,03 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1 478 797 | 4,60 | 35 462 | 3,09 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 21 345 | 9,14 | 519 | 9,26 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 23 591 | 44,79 | 566 | 42,68 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 11 | 450,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 118 234 | 2 835 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 175 249 | 55,21 | 4 202 | 52,97 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 17 511 | 0,11 | 420 | -1,41 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 350 | 8 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 179 784 | 5,65 | 4 311 | 4,13 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 212 397 | 2,39 | 5 093 | 0,93 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 123 457 | 13,41 | 2 961 | 147 900,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 32 615 | 9,74 | 792 | 8,95 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 61 121 | 6,19 | 1 466 | 4,64 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25 394 | 609 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 177 345 | 2,07 | 4 253 | 0,59 | ||||
| 2026-05-13 | 13F | Invst, LLC | 30 233 | 0,01 | 725 | -1,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 160 983 | 27,41 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 91 805 | 4,98 | 2 201 | 3,48 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 116 794 | 2,12 | 2 801 | 0,65 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 201 026 | 9,31 | 4 821 | 7,73 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 125 206 | 0,48 | 3 002 | -0,96 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 291 785 | 4,55 | 6 997 | 3,03 | ||||
| 2026-04-22 | 13F | Motco | 398 | 10 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 16 | 0 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 26 840 | 8,72 | 644 | 7,17 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 28 165 | 13,02 | 679 | 11,68 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 391 636 | 3,30 | 9 391 | 1,82 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 417 981 | 6,53 | 10 023 | 5,01 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 76 386 | 0,59 | 1 832 | -0,87 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 050 | 87,50 | 25 | 92,31 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 55 900 | 12,16 | 1 340 | 10,56 |
