Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF eröffnet haben, gehören 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, und Peterson Wealth Management .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
