Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF eröffnet haben, gehören Mosaic Family Wealth Partners, Llc, Commerce Bank, Summit Wealth Group Llc / Co, Southern Michigan Bank & Trust, SageView Advisory Group, LLC, Mcguire Capital Advisors Inc, Vanguard Advisers Inc, und Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Huntington National Bank | 20 | -99,91 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 621 | 0,16 | 39 | 2,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 477.207 | 0,56 | 30 | 3,45 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.423 | 153 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3.839 | 0,31 | 242 | 1,26 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.311 | 0,38 | 397 | 1,28 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 132 | 0,76 | 8 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.394 | 0,09 | 340 | 0,89 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 673 | 1.021,67 | 42 | 1.300,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 50.488 | 25,73 | 3.179 | 26,96 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 144.515 | 6,09 | 9.100 | 7,12 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 48.300 | 12,89 | 3.041 | 13,98 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 21.131 | 2,15 | 1.318 | 0,23 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 13.196 | 29,60 | 831 | 30,71 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 5.585 | 0,09 | 352 | 0,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 182.044 | 1,35 | 11.463 | 2,33 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 11.035 | 695 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 19.305 | 1.216 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.269 | 80 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4.642 | 15,04 | 292 | 16,33 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 15.557 | 3,12 | 980 | 4,15 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6.560 | 0,89 | 413 | 1,98 | ||||
| 2026-04-06 | 13F | CX Institutional | 408 | 0,74 | 0 | |||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 40.340 | 4,18 | 2.540 | 5,18 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 24.216 | 23,05 | 1.525 | 24,21 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 34.057 | 0,14 | 2.145 | 1,08 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 8.041 | 0,20 | 506 | 1,20 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 72.410 | 1,26 | 4.560 | 2,24 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 2.931 | 0,27 | 185 | 1,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 11.896 | 44,21 | 749 | 45,72 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 74 | 5 | ||||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 480 | 548,65 | 30 | 650,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.698 | 0,03 | 422 | 0,96 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.990 | 0,86 | 0 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 250 | 16 | ||||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 20.765 | 1,42 | 1.308 | 2,43 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 306.429 | 3,37 | 19.296 | 4,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 41.469 | 0,19 | 2.611 | 1,16 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 183.775 | 0,18 | 11.563 | 0,99 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12.585 | 0,54 | 785 | -1,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 155.820 | 9,85 | 9.675 | 9,36 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 70.277 | 4.425 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 162 | 10 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.550 | 0,86 | 412 | 1,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 29.605 | 5,34 | 1.864 | 6,39 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 33.974 | 1,38 | 2.139 | 2,34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 38.411 | 27,15 | 2.419 | 28,34 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 6.210 | 2,05 | 391 | 3,17 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 18.487 | 1,54 | 1.164 | 2,56 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.913 | 0,08 | 309 | 0,98 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.585 | 2,12 | 289 | 2,86 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 622 | 0,48 | 39 | 2,63 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5.606 | 353 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 105.074 | 19,02 | 6.616 | 20,18 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.997 | 0,08 | 252 | 0,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 13.862 | 0,46 | 873 | 1,40 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 5.461 | 5,02 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.695 | 0,07 | 170 | 1,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 253.941 | 9,18 | 15.991 | 10,24 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 135 | 8 | ||||||
| 2026-04-22 | 13F | DORVAL Corp | 261.731 | 3,03 | 16.481 | 4,02 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 27 | 2 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 90 | 6 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 9.246 | 5,49 | 582 | |||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4.613 | 0,83 | 290 | 1,75 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 306 | 0,33 | 19 | 5,56 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 4.438 | 0,93 | 279 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11.096 | 1,94 | 699 | 2,95 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 5.886 | 0,20 | 371 | 1,09 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 24.053 | 42,84 | 1.515 | 44,19 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.633 | 25,40 | 355 | 26,43 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 4.859 | 0,68 | 306 | 1,33 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 33.638 | 8,08 | 2.118 | 9,18 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 6.237 | 0,29 | 393 | 1,29 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 470 | 0,86 | 30 | 0,00 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 130.833 | 2,30 | 8.239 | 3,28 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 10.673 | 0,44 | 672 | 1,51 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 527 | 0,76 | 33 | 3,13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.127 | 71 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 10.301 | 649 | ||||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 11.100 | 54,17 | 699 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.427 | 90 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 632.597 | 2,15 | 39.835 | 3,14 |