Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF incluem Citadel Advisors Llc, Belvedere Trading LLC, Sidoxia Capital Management, LLC, Belvedere Trading LLC, Western Wealth Management, LLC, Signature Equity Partners, LLC, EverSource Wealth Advisors, LLC, e Brown, Lisle/cummings, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 333 | 19 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5,796 | 328 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 10,727 | 0.02 | 606 | -15.72 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 4,752 | 12.21 | 269 | -5.63 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 435 | 9.57 | 27 | -3.70 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47,678 | 2.61 | 2,706 | -13.16 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8,771 | 6.43 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4,225 | 18.38 | 239 | -0.42 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 353 | 20 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 16,144 | 1.50 | 912 | -14.45 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13,706 | 305.50 | 775 | 242.48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26 | 1 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 3,670 | 77.29 | 207 | 50.00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6,698 | 9.34 | 449 | 9.51 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 14,798 | 23.07 | 836 | 3.72 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 12,921 | 3.60 | 730 | -12.68 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 131,579 | 7.73 | 7,437 | -11.79 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1,750 | 4.10 | 99 | -12.50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27,361 | 6.53 | 1,835 | 3.56 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3,873 | 2.81 | 219 | -13.49 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 304,657 | 0.21 | 17,219 | -15.56 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 226,685 | 11.36 | 12,812 | -6.16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5,252 | 297 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 238,611 | 15.67 | 13,486 | -2.52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 140,611 | 9.73 | 7,947 | -7.54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 121,442 | 100.61 | 6,864 | 69.04 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 6,948 | 393 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 28,702 | 2 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 275 | 16 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 3 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 20,983 | 16.77 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4,925 | 13.06 | 278 | -4.79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2,499 | 141 | ||||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 6,776 | 383 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 350,664 | 21.80 | 19,820 | 2.64 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 49 | 444.44 | 3 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 53 | 3 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 33,203 | 189.75 | 1,877 | 144.27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 7,399 | 5.23 | 418 | -11.25 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9,559 | 731.22 | 540 | 601.30 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 1,038 | 59 | ||||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 7 | 0 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 6,800 | 384 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 134,828 | 27.18 | 7,621 | 7.17 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 172 | 10 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13,600 | 769 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 67,215 | 3,799 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1,396 | 1.16 | 79 | -15.22 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4,427 | 27.54 | 250 | 7.76 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 10,834 | 66.99 | 612 | 40.69 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28 | 250.00 | 2 | |||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 13,912 | 58.32 | 786 | 32.55 | ||||
| 2026-05-15 | 13F | Hyundai Investments Co., Ltd. | 17,629 | 174.34 | 972 | 125.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 526 | 2,404.76 | 29 | 2,700.00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 26 | 1 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 26,827 | 43.34 | 1,516 | 20.80 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5,481 | 7.01 | 310 | -9.91 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 27 | 2 |
