MX:SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF - Institutionelles Eigentümerschaft - Verkäufer

Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
MX ˙ BMV ˙ US46137V2410
Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-04-20 13F Kestra Private Wealth Services, Llc 79.245 -7,02 5.958 -6,85
2026-04-28 13F WESPAC Advisors, LLC 4.716 -0,13 355 0,00
2026-05-12 13F Kovack Advisors, Inc. 18.008 -0,55 1.366 0,52
2026-04-09 13F Secure Asset Management, LLC 0 -100,00 0
2026-04-21 13F Decision Investments, Inc 3.064 -0,13 230 0,00
2026-05-14 13F We Are One Seven, LLC 86.357 -0,75 6.493 -0,57
2026-05-07 13F Tidemark, LLC 156.276 -32,38 11.750 -32,25
2026-05-15 13F Susquehanna International Group, Llp Call 6.200 -3,12 466 -2,92
2026-05-05 13F D.a. Davidson & Co. 33.720 -4,55 2.535 -4,38
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-14 13F Atomi Financial Group, Inc. 13.802 -5,18 1.038 -5,04
2026-04-29 13F Lmcg Investments, Llc 49.235 -1,75 3.702 -1,57
2026-05-14 13F Raymond James Financial Inc 4.194.950 -3,99 315.413 -3,81
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-05 13F Schwallier Wealth Management LLC 376.496 -1,80 28.309 -4,59
2026-02-11 13F Manchester Capital Management LLC 0 -100,00 0
2026-04-13 13F 5T Wealth, LLC 14.213 -0,90 1.069 -0,74
2026-01-13 13F Stonehage Fleming Financial Services Holdings Ltd 0 -100,00 0
2026-01-21 13F Newbridge Financial Services Group, Inc. 0 -100,00 0
2026-04-30 13F Barnett & Company, Inc. 2.816 -1,92 212 -1,86
2026-04-24 13F KPP Advisory Services LLC 81.015 -7,95 6.092 -7,78
2026-01-16 13F Trust Co Of Vermont 0 -100,00 0
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-04-13 13F Creative Financial Designs Inc /adv 226.520 -9,93 17.032 -9,76
2026-04-14 13F Well Done, LLC 88.689 -2,27 6.669 -2,09
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2026-04-23 13F Oppenheimer Asset Management Inc. 3.791 -4,44 285 -4,04
2026-05-13 13F Keystone Financial Group 2.730 -0,55 205 -0,49
2026-05-08 13F Pnc Financial Services Group, Inc. 900.843 -7,53 67.734 -7,36
2026-02-06 13F GPS Wealth Strategies Group, LLC 364 -99,52 27 -99,51
2026-04-13 13F CGC Financial Services, LLC 2.609 -3,55 196 -3,45
2026-04-29 13F Montag A & Associates Inc 60.428 -9,11 4.544 -8,94
2026-05-12 13F Moneta Group Investment Advisors Llc 3.552 -26,67 267 -26,45
2026-05-06 13F Greenwood Gearhart Inc 16.542 -14,26 1.244 -14,10
2026-04-21 13F Mayfair Advisory Group, LLC 28.533 -3,41 2.145 -3,68
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-15 13F Burns Matteson Capital Management, LLC 217.586 -2,26 16.360 -2,08
2026-05-12 13F Jane Street Group, Llc Call 3.100 -77,54 233 -77,49
2026-04-15 13F Hartford Financial Management Inc. 25.293 -68,17 1.902 -68,13
2026-05-04 13F Mml Investors Services, Llc 823.056 -8,86 61.886 -8,69
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6.981 -8,94 525 -8,87
2026-05-07 13F Symphony Financial Services, Inc. 11.295 -0,63 849 -0,47
2026-05-14 13F Liberty One Investment Management, Llc 51.804 -17,10 3.895 -16,95
2026-05-15 13F Nikulski Financial, Inc. 80.260 -20,35 6.035 -20,21
2026-05-15 13F KM Capital Management Ltd. 2.322 -14,22 191 -5,91
2026-04-22 13F Norris Perne & French Llp/mi 3.508 -7,76 264 -7,72
2026-04-30 13F Cedar Mountain Advisors, LLC 141.220 -0,12 10.618 0,07
2026-05-05 13F Cullen/frost Bankers, Inc. 19.838 -1,91 1.492 -1,71
2026-05-14 13F Brown Brothers Harriman & Co 56.841 -18,92 4.274 -18,78
2026-04-27 13F Soltis Investment Advisors LLC 6.354 -6,50 478 -6,47
2026-05-11 13F TD Capital Management LLC 162.354 -0,48 12.207 -0,30
2026-04-23 13F Summit Wealth Group Llc / Co 319.573 -13,85 24.029 -13,69
2026-05-06 13F Assetmark, Inc 16.035 -50,07 1.206 -50,00
2026-05-01 13F Mutual Advisors, LLC 4.711 -9,26 354 -9,00
2026-05-14 13F Bank of Marin 4.836 -2,24 364 -2,16
2026-04-28 13F Argus Investors' Counsel, Inc. 5.030 -25,78 378 -25,59
2026-05-15 13F GWM Advisors LLC 76.117 -49,11 5.415 -51,76
2026-01-29 13F RMG Wealth Management LLC 0 -100,00 0
2026-05-05 13F Caldwell Securities, Inc 0 -100,00 0
2026-05-11 13F Commerce Bank 16.090 -8,26 1.210 -8,13
2026-05-14 13F Islay Capital Management, Llc 0 -100,00 0
2026-05-11 13F CFO4Life Group, LLC 5.325 -13,44 400 -13,23
2026-04-20 13F Eagle Strategies LLC 100.551 -53,85 7.560 -53,77
2026-04-20 13F Sowell Financial Services LLC 6.781 -0,13 510 0,00
2026-04-10 13F AssuredPartners Investment Advisors, LLC 25.352 -1,08 1.936 0,68
2026-04-24 13F Family Investment Center, Inc. 520.845 -16,52 39.162 -16,37
2026-04-17 13F/A Founders Financial Securities Llc 2.941 -22,15 233 -18,02
2026-04-29 13F Demars Financial Group, LLC 623.705 -2,49 46.896 -2,31
2026-04-28 13F Flagship Harbor Advisors, Llc 65.975 -1,51 4.961 -1,33
2026-04-23 13F Intrua Financial, LLC 31.895 -0,23 2.398 -0,04
2026-02-10 13F Meitav Dash Investments Ltd 0 -100,00 0
2026-05-15 13F Advisor Group Holdings, Inc. 2.495.846 -0,31 187.690 -0,13
2026-05-07 13F Northwestern Mutual Wealth Management Co 2.091.421 -9,40 157.254 -9,23
2026-04-07 13F Signaturefd, Llc 9.507 -36,83 715 -36,76
2026-04-24 13F Keybank National Association/oh 39.744 -6,14 2.988 -5,95
2026-04-24 13F Medallion Wealth Advisors, LLC 4.382 -5,03 329 -4,91
2026-02-17 13F Wellington Management Group Llp 0 -100,00 0
2026-04-17 13F Certified Advisory Corp 129.170 -14,46 9.712 -14,30
2026-04-21 13F OneAscent Financial Services LLC 3.001 -22,31 226 -22,15
2026-05-05 13F Bank of New York Mellon Corp 1.956.052 -30,18 147.076 -30,05
2026-05-15 13F Ameriflex Group, Inc. 1.268 -68,65 95 -68,65
2026-04-09 13F TruWealth Advisors, LLC 244.394 -1,55 18.376 -1,37
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-30 13F First Horizon Corp 255 -63,31 19 -63,46
2026-04-22 13F JNBA Financial Advisors 219.166 -1,62 16.479 -1,44
2026-05-05 13F BCGM Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 20.591 -2,26 1.548 -2,09
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-15 13F RMB Capital Management, LLC 3.105 -29,03 233 -28,96
2026-01-26 13F Wbh Advisory Inc 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 208.510 -1,94 15.678 0,60
2026-05-13 13F Intrepid Financial Planning Group LLC 5.489 -1,01 413 -0,96
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc 0 -100,00 0
2026-04-08 13F Miracle Mile Advisors, LLC 2.684 -13,20 202 -13,36
2026-05-15 13F Connors Investor Services Inc 4.589 -2,34 345 -1,99
2026-04-27 13F Truist Financial Corp 396.300 -4,15 29.798 -3,97
2026-05-05 13F West Michigan Advisors, Llc 27.054 -30,03 2.034 -29,89
2026-05-19 13F Silicon Valley Capital Partners 24.203 -7,08 1.820 -6,91
2026-02-17 13F GeoWealth Management, LLC 0 -100,00 0
2026-02-09 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-05-11 13F Aptus Capital Advisors, LLC 7.773 -4,65 584 -4,42
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 126.937 -6,84 9.544 -6,67
2026-04-22 13F Aspire Capital Advisors LLC 3.080 -2,10 232 -2,12
2026-05-04 13F Chicago Partners Investment Group LLC 21.294 -10,03 1.706 -6,16
2026-05-05 13F SOUTH STATE Corp 154.680 -2,67 11.630 -2,49
2026-04-09 13F Cliftonlarsonallen Wealth Advisors, Llc 7.350.884 -17,50 552.713 -17,35
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-17 13F BCS Wealth Management 18.662 -37,69 1.403 -37,56
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-04-24 13F Essex LLC 0 -100,00 0
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F Perennial Investment Advisors, LLC 695.729 -1,51 52.314 -1,32
2026-02-12 13F Commonwealth Equity Services, Llc 1.071.701 -9,01 80.431 93.424,42
2026-05-13 13F Headlands Technologies LLC 0 -100,00 0
2026-04-22 13F Apollon Financial, LLC 16.662 -0,09 1.253 0,08
2026-05-12 13F Planwiser Financial, Llc 0 -100,00 0
2026-04-15 13F DAVENPORT & Co LLC 18.012 -27,46 1.354 -27,32
2026-04-08 13F Wisconsin Wealth Advisors, LLC 37.969 -0,18 2.855 0,00
2026-02-11 13F Fund Evaluation Group, LLC 0 -100,00 0
2026-01-30 13F Oakworth Capital, Inc. 0 -100,00 0
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 32.740 -0,84 2.462 -0,69
2026-01-09 13F Park Place Capital Corp 0 -100,00 0
2026-04-23 13F Dupree Financial Group, LLC 10.535 -3,59 792 -3,41
2026-04-28 13F LVZ Advisors, Inc. 3.431 -22,01 258 -22,12
2026-02-12 13F Insigneo Advisory Services, Llc 0 -100,00 0
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 3.733 -3,11 281 -3,11
2026-05-08 13F Elevation Capital Advisory, LLC 65.473 -24,40 4.923 -24,27
2026-04-10 13F Perigon Wealth Management, LLC 11.713 -8,05 881 -7,85
2026-05-14 13F Guardian Asset Advisors, LLC 6.109 -0,62 459 -0,43
2026-05-16 13F Sunbelt Securities, Inc. 7.363 -33,92 554 -33,85
2026-02-06 13F Pathway Financial Advisers, LLC 0 -100,00 0
2026-04-27 13F Financial Services Advisory Inc 23.392 -52,97 1.759 -52,91
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-14 13F Ieq Capital, Llc 12.844 -7,77 966 -7,66
2026-03-27 13F Prosperity Wealth Management, Inc. 3.298 -2,69 248 -0,40
2026-05-05 13F Crestwood Advisors Group LLC 28.217 -6,60 2.122 -6,44
2026-02-03 13F Alpha Cubed Investments, LLC 32.090 -7,42 2.408 -5,20
2026-02-09 13F Atlantic Trust, LLC 0 -100,00 0
2026-04-10 13F Green Ridge Wealth Planning LLC 0 -100,00 0
2026-05-15 13F Hyundai Investments Co., Ltd. 6.284 -16,71 462 -19,26
2026-05-15 13F Two Sigma Investments, Lp 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 5.507.331 -30,43 415.820 -32,01
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-15 13F Retireful, LLC 5.082 -4,76 382 -5,45
2026-01-30 13F Arlington Trust Co LLC 0 -100,00 0
2026-05-11 13F Vantagepoint Investment Advisers Llc 3.321.664 -0,76 249.756 -0,58
2026-05-15 13F Keating Financial Advisory Services, Inc. 0 -100,00 0
2026-04-08 13F RVW Wealth, LLC 28.607 -5,79 2.151 -5,62
2026-05-12 13F Chicago Wealth Management, Inc. 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 25.816 -8,82 1.941 -8,62
2026-05-12 13F First American Trust, Fsb 4.624 -1,43 348 -1,42
2026-05-15 13F Empowered Funds, LLC 7.237 -15,11 544 -14,87
2026-02-17 13F XTX Topco Ltd 0 -100,00 0
2026-04-30 13F Sequoia Financial Advisors, LLC 548.918 -2,28 41.273 -2,10
2026-05-14 13F Redwood Financial Network Corp 12.062 -4,85 907 -4,73
2026-04-23 13F Members Wealth Llc 23.422 -10,81 1.877 -7,59
2026-04-22 13F Foundry Financial LLC 12.041 -16,84 905 -16,67
2026-05-11 13F Collier Financial 50.115 -2,46 3.768 -2,28
2026-05-13 13F SRS Capital Advisors, Inc. 10.431 -5,98 784 -5,77
2026-05-13 13F Brinker Capital Investments, LLC 112.682 -8,47 8.473 -8,29
2026-05-14 13F Capital Planning Advisors, LLC 413.627 -8,66 31.101 -8,49
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-13 13F Foster Group, Inc. 11.024 -0,57 829 -0,48
2026-05-11 13F Savvy Advisors, Inc. 87.748 -3,17 6.598 -2,99
2026-05-07 13F Madison Asset Management, LLC 1.282.365 -5,87 96.421 -5,70
2026-02-03 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-08 13F Steward Partners Investment Advisory, Llc 34.757 -17,90 2.613 -17,75
2026-02-13 13F Saxon Interests, Inc. 0 -100,00 0
2026-04-21 13F Sequent Planning LLC 5.159 -3,59 388 -3,49
2026-05-11 13F Fortis Capital Management LLC 0 -100,00 0
2026-01-21 13F Raleigh Capital Management Inc. 0 -100,00 0
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-04-21 13F Alpine Bank Wealth Management 535.503 -3,52 40.264 -3,34
2026-04-17 13F Wealthbridge Capital Management, Llc 8.286 -0,60 623 -0,32
2026-04-22 13F Wetzel Investment Advisors, Inc. 50.912 -3,47 3.828 -3,28
2026-04-28 13F Stratos Wealth Partners, LTD. 454.647 -29,09 34.185 -28,96
2026-01-30 13F Strategic Blueprint, LLC 0 -100,00 0
2026-04-24 13F Tcfg Wealth Management, Llc 7.048 -0,07 530 0,00
2026-04-24 13F ERn Financial, LLC 22.488 -0,50 1.691 -0,35
2026-05-12 13F Ameritas Advisory Services, LLC 11.959 -9,65 899 -9,47
2026-05-12 13F Invesco Ltd. 115.028 -0,17 8.649 0,01
2026-05-06 13F Sound View Wealth Advisors Group, LLC 194.574 -1,31 14.630 -1,12
2026-05-14 13F Cambria Investment Management, L.P. 6.536 -6,95 491 -6,83
2026-05-06 13F Performa Ltd (US), LLC 100.923 -1,72 7.588 -1,53
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-15 13F SIMA Wealth Partners, LLC 2.462 -17,99 185 -17,78
2026-05-05 13F Sanctuary Advisors, LLC 120.319 -0,25 9.047 -0,07
2026-05-06 13F WoodTrust Financial Corp 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2026-04-29 13F Advance Capital Management, Inc. 13.814 -8,42 1.039 -8,30
2026-05-07 13F Next Capital Management LLC 9.528 -17,92 716 -17,80
2026-05-05 13F Collaborative Wealth Managment Inc. 0 -100,00 0
2026-04-23 13F Balanced Wealth Group Llc 12.682 -0,18 954 1,82
2026-05-14 13F Institute for Wealth Management, LLC. 24.553 -2,23 1.846 -2,02
2026-04-14 13F Davidson Capital Management Inc. 205.732 -67,59 15.469 -67,53
2026-05-15 13F MAI Capital Management 103.492 -0,42 7.782 -0,23
2026-04-27 13F Denver Wealth Management, Inc. 24.738 -18,00 1.860 -17,84
2026-05-05 13F Steel Peak Wealth Management LLC 2.998 -65,71 225 -65,70
2026-02-12 13F Beacon Capital Management, Inc. 0 -100,00 0
2026-04-15 13F Paragon Capital Management Ltd 718.982 -1,81 54.060 -1,63
2026-02-17 13F SageView Advisory Group, LLC 5.957 -3,83 447 -1,32
2026-05-01 13F International Assets Investment Management, Llc 19.580 -9,58 1.485 -8,62
2026-02-17 13F National Asset Management, Inc. 0 -100,00 0
2026-04-21 13F Beaumont Asset Management, L.L.C. 84.839 -1,46 6.379 -1,27
2026-04-28 13F Opes Wealth Management LLC 186.317 -0,69 14.009 -0,50
2026-05-13 13F Cetera Investment Advisers 1.231.815 -0,45 92.620 -0,26
2026-05-11 13F Lionshead Wealth Management, LLC 69.023 -1,02 5.190 -0,84
2026-02-03 13F Emerald Investment Partners, Llc 0 -100,00 0
2026-04-07 13F Legacy Private Trust Co. 122.459 -1,82 9.208 -1,65
2026-04-28 13F Golden State Wealth Management, LLC 135 -74,38 10 -74,36
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Brown Advisory Inc 11.212 -1,47 843 -1,29
2026-05-15 13F Strategies Wealth Advisors, LLC 145.091 -6,92 10.909 -6,74
2026-04-29 13F IAG Wealth Partners, LLC 58.809 -7,03 4.422 -6,87
2026-05-15 13F Royal Bank Of Canada 2.184.539 -16,55 164.255 -16,40
2026-05-05 13F MADDEN SECURITIES Corp 5.200 -49,02 391 -49,02
2026-04-17 13F Kentucky Trust Co 34.200 -2,88 2.571 -2,69
2026-05-05 13F PFG Advisors 9.235 -2,22 694 -1,98
2026-05-15 13F/A Vermillion & White Wealth Management Group, LLC 18.268 -14,39 1.374 -14,24
2026-02-17 13F Susquehanna International Group, Llp Put 0 -100,00 0 -100,00
2026-02-13 13F Colony Group, LLC 130.137 -37,71 9.767 -36,22
2026-04-24 13F Redwood Wealth Management Group, LLC 3.421 -2,87 257 -2,65
2026-01-26 13F Chicago Capital, LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 209.182 -21,65 15.728 -21,51
2026-04-30 13F Verdence Capital Advisors LLC 9.220 -0,43 693 -0,14
2026-05-12 13F WCG Wealth Advisors LLC 126.889 -19,79 9.541 -19,64
2026-05-13 13F Redwood Family Wealth LLC 7.373 -0,54 554 -0,36
2026-04-28 13F Wealth Management Resources, Inc. 438.438 -0,09 32.966 0,09
2026-05-12 13F Operose Advisors LLC 2.953 -2,35 222 -1,77
2026-04-24 13F Capital Asset Advisory Services LLC 9.959 -8,77 801 -4,98
2026-04-08 13F Sax Wealth Advisors, Llc 446.956 -0,55 33.544 -0,55
2026-05-26 13F Ruggaard & Associates LLC 140.244 -4,26 10.545 -4,09
2026-05-12 13F M Holdings Securities, Inc. 17.482 -2,97 1 0,00
2026-05-07 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 0 -100,00 0
2026-05-11 13F Westwood Wealth Management 0 -100,00 0
2026-05-12 13F One Capital Management, LLC 5.305 -0,69 399 -0,50
2026-05-14 13F Modern Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Gladstone Institutional Advisory LLC 16.360 -11,33 1.230 -11,13
2026-05-28 13F Cozad Asset Management Inc 250.011 -0,61 18.798 -0,42
2026-04-03 13F Adirondack Trust Co 818 -24,40 62 -24,69
2026-04-28 13F Topor & Co. Korea 49.589 -4,21 3.729 -4,04
2026-05-08 13F Stonebridge Financial Planning Group, LLC 122.057 -1,19 9.177 -1,00
2026-02-02 13F Capital Investment Counsel, LLC 0 -100,00 0
2026-04-10 13F Cerro Pacific Wealth Advisors LLC 53.809 -2,91 4.046 -2,74
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6.831 -0,29 514 -0,19
2026-05-20 13F/A Arete Wealth Advisors, LLC 33.497 -37,51 2.517 62.800,00
2026-05-05 13F UBS Group AG 1.598.715 -5,40 120.207 -5,22
2026-05-15 13F Vestmark Advisory Solutions, Inc. 5.033 -2,82 378 -2,58
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 427.847 -3,95 32.170 -3,77
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-15 13F National Bank Of Canada /fi/ 35.052 -42,50 2.635 -42,40
2026-05-06 13F Sentinus, LLC 58.276 -0,32 4.382 -0,14
2026-04-13 13F Massmutual Trust Co Fsb/adv 4.437 -7,89 334 -7,76
2026-04-17 13F High Net Worth Advisory Group LLC 60.809 -2,24 4.572 -2,06
2026-05-08 13F Fortis Group Advisors, LLC 27.368 -33,61 2.219 -30,47
2026-04-20 13F Provenance Wealth Advisors, LLC 65.999 -6,07 4.962 -5,90
2026-04-08 13F Olistico Wealth, LLC 8.187 -3,20 616 -3,00
2026-04-30 13F Money Concepts Capital Corp 46.652 -7,29 3.508 -7,12
2026-04-27 13F Nvwm, Llc 2.667 -23,10 201 -23,08
2026-05-01 13F Midwest Trust Co 4.361 -15,27 328 -15,28
2026-04-22 13F Hoese & Co LLP 162.420 -15,74 12.212 -15,57
2026-05-11 13F Citigroup Inc 50.629 -35,08 3.807 -34,96
2026-05-12 13F Mission Financial Group, LLC 0 -100,00 0
2026-05-18 13F Strategic Investment Advisors / MI 7.764 -12,89 584 -12,72
2026-05-14 13F Allworth Financial LP 116.393 -1,57 8.752 -1,39
2026-05-01 13F Citizens Financial Group Inc/ri 14.035 -19,69 1.055 -19,53
2026-05-08 13F Opus Financial Solutions LLC 4.272 -3,48 321 -3,31
2026-04-17 13F Stonehearth Capital Management, LLC 15.595 -0,06 1.173 0,09
2026-04-08 13F NorthCrest Asset Manangement, LLC 18.678 -4,04 1.415 -4,65
2026-04-07 13F Park Avenue Securities Llc 26.430 -10,60 2 -50,00
2026-04-21 13F OneAscent Wealth Management LLC 34.342 -9,08 2.582 -8,89
2026-05-04 13F Sterling Group Wealth Management, LLC 231.299 -14,82 17.391 -14,66
2026-04-15 13F Sage Capital Management, LLC 17.343 -0,78 1.304 -0,61
2026-05-15 13F Warren Averett Asset Management, LLC 10.169 -3,67 765 -3,54
2026-04-29 13F Sagace Wealth Management LLC 16.166 -2,40 1.216 -2,25
2026-05-04 13F Hibernia Wealth Partners, LLC 6.474 -8,01 487 -7,95
2026-04-30 13F Owen LaRue, LLC 15.114 -3,70 1.136 -3,48
2026-04-10 13F Novem Group 3.630 -6,20 273 -6,21
2026-05-15 13F Bank Of America Corp /de/ 4.893.236 -0,72 367.922 -0,53
2026-05-11 13F Potentia Wealth 24.706 -0,23 1.858 -0,05
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-06 13F Bauman Advisory Group, LLC 19.745 -2,59 1.485 -2,43
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-07 13F First Command Advisory Services, Inc. 1.432.231 -1,97 107.690 -1,78
2026-01-07 13F Magnus Financial Group LLC 0 -100,00 0
2026-05-08 13F Generation Capital Management LLC 38.273 -5,74 2.878 -5,58
2026-05-27 13F Security Financial Services, INC. 109.026 -1,05 8.198 -0,87
2026-04-30 13F ATX Financial Planning, LLC 6.681 -1,89 502 -1,76
2026-04-07 13F Fragasso Group Inc. 27.562 -12,59 2.105 -11,03
2026-05-14 13F Us Bancorp \de\ 5.104 -54,85 384 -54,83
2026-04-07 13F Orgel Wealth Management, LLC 398.406 -1,07 29.956 -0,89
2026-05-12 13F Focused Alpha, Llc 11.802 -13,39 887 -13,21
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-02-11 13F Invst, LLC 0 -100,00 0
2026-05-15 13F NorthRock Partners, LLC 224.229 -18,06 16.860 -17,91
2026-02-17 13F Running Point Capital Advisors, LLC 12.391 -3,17 930 -0,85
2026-04-15 13F Journey Strategic Wealth Llc 4.352 -1,96 327 -1,80
2026-05-14 13F Level Four Advisory Services, Llc 18.543 -77,84 1.394 -77,81
2026-05-13 13F Principal Securities, Inc. 57.270 -4,78 4.306 -4,59
2026-05-12 13F Mainstay Capital Management Llc /adv 22.153 -0,67 1.666 -0,48
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