Temel İstatistikler
| Kurumsal Sahipler | 273 total, 273 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Ortalama Portföy Dağıtımı | 0.3750 % - change of 16,18% MRQ |
| Kurumsal Hisseler (Uzun) | 46.147.830 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
| Kurumsal Değer (Uzun) | $ 4.674.063 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) var 273 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 46,147,830 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Allworth Financial LP, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5, Bank Of America Corp /de/, Fusion Family Wealth LLC, AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
En üst düzey şirketlerin listesini sağlayan Sahiplik Gezginine bakın.
AI+ Ask Fintel’s AI assistant about Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF.
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13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
Yükseltin
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| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 39.136 | -32,28 | 4.082 | -28,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 43.024 | 39,85 | 4.487 | 48,94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3.218 | -0,40 | 336 | 4,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 110.982 | 4,07 | 11.574 | 9,26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3.111 | 0,00 | 324 | 4,85 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 2.422 | -52,79 | 0 | |||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 20.566 | -1,61 | 2.145 | 3,28 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22.359 | 1,74 | 2.332 | 8,47 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 119 | 0,00 | 12 | 9,09 | ||||
| 2025-05-05 | 13F | Lowery Thomas, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10.158 | 0,00 | 1.059 | 4,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15.004 | -3,36 | 1.565 | 1,49 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3.800 | 396 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 217.350 | 0,84 | 22.667 | 5,86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 260 | 0,39 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76.393 | 6,22 | 7.967 | 11,52 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.391 | -10,78 | 1.084 | -6,40 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 51.995 | -0,15 | 5.444 | 5,26 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 163.121 | -9,65 | 17.012 | -5,15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 10 | 11,11 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.118 | 0,09 | 117 | 5,45 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 72 | -11,11 | 7 | -12,50 | ||||
| 2025-09-30 | 13F | Gilbert Capital Group, Inc. | 3.149 | 328 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 5.245 | 0,00 | 553 | 11,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.723 | 11,95 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1.579.615 | 0,58 | 164.738 | 5,59 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 745 | 0,00 | 78 | 4,05 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 67.682 | -1,45 | 7.059 | 3,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1.128 | 4,64 | 118 | 11,43 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 3.802 | 5,76 | 397 | 11,20 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 44.221 | -4,12 | 4.612 | 0,65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.376 | 80,55 | 978 | 89,71 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 380 | 0,00 | 40 | 5,41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2.121 | -9,24 | 222 | 0,91 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 48.111 | 169,29 | 5.017 | 182,81 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 39.077 | -0,41 | 4.051 | 3,93 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16.653 | -6,66 | 1.737 | -2,03 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 147.631 | -8,30 | 15 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 8.403 | -11,68 | 876 | -7,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 41.305 | 0,83 | 4.308 | 5,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 47.674 | 2,00 | 4.979 | 7,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8.386 | -16,61 | 875 | -12,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.647 | 46,28 | 1.006 | 53,59 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 990 | 103 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2.314 | -0,13 | 230 | -3,38 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 25.298 | 2.638 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2.176 | 0,00 | 227 | 4,63 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 382.195 | 39.859 | ||||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Active Allocation Fund Class R5 | 2.111.823 | 6,94 | 220.242 | 12,27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9.977 | 13,57 | 1.030 | 18,12 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 11.795 | -1,42 | 1.230 | 3,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80.706 | -0,97 | 8.417 | 3,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52.563 | -13,80 | 5.482 | -9,51 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 56.914 | 16,50 | 5.936 | 22,32 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2.731 | 0,00 | 285 | 4,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.758 | -89,62 | 814 | -89,04 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 200 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11.562 | 1.206 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2.017 | 0,00 | 210 | 5,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 93.693 | -0,57 | 9.847 | 11,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8.702 | 103,41 | 908 | 113,92 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 7.519 | -0,11 | 787 | 5,35 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 362 | 0,28 | 38 | 5,71 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 40.207 | -0,86 | 4.193 | 4,10 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.175 | -0,19 | 537 | 4,08 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 9.143 | -2,78 | 954 | 2,03 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 645 | 0,00 | 67 | 4,69 | ||||
| 2025-08-28 | NP | AADAX - INVESCO Growth Allocation Fund Class A | 1.093.383 | 6,91 | 114.029 | 12,23 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 64.072 | -2,85 | 6.682 | 2,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18.833 | 21,55 | 1.964 | 27,62 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 4.943 | 7,46 | 1 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183.781 | 13,16 | 19.166 | 18,80 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1.250 | 0,00 | 124 | 1,64 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2.776 | 290 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 970 | 101 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 | -80,55 | 25 | -79,51 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 154.058 | 7,22 | 16.067 | 12,56 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2.709 | 0,37 | 266 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 795 | 83 | ||||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 24.234 | 12,09 | 2.527 | 17,70 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.905 | 29,46 | 303 | 37,90 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 528 | 0,00 | 55 | 5,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0,00 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2.058 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10.078 | 46,61 | 1.051 | 54,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 505.000 | 40,49 | 52.565 | 48,57 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 6.268 | 0,06 | 654 | 4,98 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 26.246 | 0,36 | 2.737 | 5,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.256 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2.899 | 21,96 | 302 | 27,97 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2.342 | -0,93 | 244 | 4,27 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 686.896 | 12,79 | 71.636 | 18,41 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 13.500 | -40,79 | 1.408 | -34,16 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.342 | 0,00 | 140 | 4,51 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Moderate Investor Fund Class C | 1.506.074 | 1,44 | 157.068 | 6,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Gentry Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2.164 | 2,95 | 226 | 8,17 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 | 1.028.396 | 5,35 | 107.251 | 10,60 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 2.480 | -24,89 | 259 | -13,71 | ||||
| 2025-08-28 | NP | CMAIX - Invesco Conservative Allocation Fund CLASS R5 | 155.192 | -0,16 | 16.185 | 4,82 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2.672 | -38,02 | 279 | -35,05 | ||||
| 2025-04-15 | 13F | Collier Financial | 61 | 0,00 | 6 | 20,00 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2.521 | 263 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 221 | 23 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 125.169 | 5,17 | 13.054 | 10,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 23.837 | 2 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 95.253 | 26,79 | 10.039 | 34,50 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 640 | 0,00 | 64 | 1,61 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 36.066 | 7,61 | 3.761 | 12,98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 520.474 | -0,21 | 54.280 | 4,76 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 86.971 | 2,82 | 9.070 | 7,95 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.786 | -12,32 | 1.125 | -8,02 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.207 | 230 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 67.593 | 14,41 | 7.049 | 20,13 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 8.389 | 16,51 | 875 | 22,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.005.003 | 7,01 | 313.392 | 12,34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 130 | 0,00 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 47.017 | -0,89 | 4.903 | 4,05 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 143.175 | -2,35 | 14.932 | 2,52 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 22.561 | -0,73 | 2.353 | 4,21 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 255 | 27 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.420 | 0,04 | 252 | 5,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.191 | -0,59 | 437 | 4,55 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 15.758 | 9,87 | 1.643 | 15,38 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3.061 | 2,51 | 319 | 7,77 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 75.506 | 4,31 | 7.874 | 9,51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 268.398 | 91,83 | 27.991 | 104,31 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 6.783 | 34,10 | 707 | 40,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7.074 | -12,27 | 738 | -7,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 304.221 | 10,32 | 31.727 | 15,82 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 475 | 0,00 | 50 | 4,26 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1.557 | 0,06 | 162 | 5,19 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3.657 | 18,43 | 381 | 24,51 | ||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2.872 | 0,00 | 300 | 4,91 | ||||
| 2025-10-02 | 13F | GAMMA Investing LLC | 231 | 0,00 | 26 | 4,17 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 14 | 0,00 | 1 | 0,00 | ||||
| 2025-08-28 | NP | AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Conservative Investor Fund Class R6 | 120.243 | 0,32 | 12.540 | 5,32 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 488 | 0,00 | 51 | 4,17 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 408 | 0,25 | 43 | 5,00 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 300 | 0,00 | 31 | 6,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56.191 | 47,30 | 5.860 | 54,66 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.743 | 11,23 | 599 | 16,80 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8.377 | -2,68 | 874 | 2,11 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 6.600 | 0,00 | 688 | 5,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4.311 | 67,94 | 428 | 70,52 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 3.084 | 0,06 | 322 | 4,90 | ||||
| 2025-09-26 | 13F/A | CI Private Wealth, LLC | 3.338 | 0,27 | 348 | 5,45 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 8.424 | 36,82 | 879 | 43,70 | ||||
| 2025-08-08 | 13F | Creative Planning | 6.915 | 12,55 | 721 | 18,20 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 68.253 | 2,15 | 7.118 | 7,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3.616 | 21,10 | 377 | 27,36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 98 | 0,00 | 10 | 11,11 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 122.137 | 0,80 | 12.738 | 5,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 427 | 0,00 | 45 | 4,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 32.947 | 3.436 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 881.490 | 26,28 | 92 | 31,88 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 180 | 0,00 | 19 | 5,88 | ||||
| 2025-09-26 | NP | AAAA - Amplius Aggressive Asset Allocation ETF | 29.191 | 3.029 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0,00 | 35 | 6,06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 678.403 | -1,00 | 70.751 | 3,94 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0,00 | 60 | 3,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 500 | 52 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 43.076 | -0,77 | 4.492 | 4,17 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 118.868 | -0,04 | 12.397 | 4,94 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3.162 | 0,00 | 330 | 4,78 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 7.596 | -1,03 | 792 | 3,94 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 239 | -22,65 | 25 | -20,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 21.161 | 17,95 | 2.200 | 25,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 30.429 | 3,86 | 3.173 | 9,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 181.317 | 42,38 | 19 | 50,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 5.952 | 621 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2.118 | 0,24 | 221 | 5,26 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 102 | 0,00 | 11 | 0,00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2.556 | 14,98 | 267 | 20,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3.307 | 18,53 | 345 | 24,19 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 83 | 0,00 | 9 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 872.227 | 2,36 | 90.965 | 7,47 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96.366 | 2,32 | 10.175 | 8,77 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 13.331 | 3,37 | 1.390 | 8,51 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.508 | -17,62 | 1.826 | -13,55 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1.960 | 204 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 230 | 0,00 | 24 | 4,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.712 | -2,86 | 3.620 | 2,00 | ||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.251.612 | 1,82 | 234.821 | 9,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 104.156 | 158,57 | 10.862 | 171,48 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 543 | 0,00 | 57 | 5,66 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 73.775 | -0,33 | 7.694 | 4,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 157.002 | 9,70 | 16.373 | 15,16 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19.010 | 1,31 | 1.983 | 6,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 22.624 | -1,20 | 2.359 | 3,74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12.092 | 0,00 | 1.261 | 5,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 52.494 | 18,22 | 5.475 | 24,13 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4.859 | -2,02 | 507 | 4,33 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 411 | 0,00 | 43 | 5,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7.974 | 9,26 | 832 | 14,78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 66.539 | -47,18 | 6.939 | -44,55 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 32.717 | 0,00 | 3.412 | 4,98 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 155.401 | 0,79 | 16.207 | 4,74 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2.760 | 0,00 | 288 | 4,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.628 | 1,00 | 1.317 | 5,96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9.233 | 4,67 | 963 | 9,82 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37.267 | 3,83 | 3.887 | 9,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2.175 | 0,00 | 230 | 9,57 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 150.378 | 5,79 | 15.683 | 11,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 32.220 | 3,96 | 3.360 | 9,16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 62.100 | 2,82 | 6.476 | 7,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 29.410 | -22,48 | 3.067 | -18,60 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 36 | 4 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.362 | 0,00 | 768 | 4,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 197.988 | 2,73 | 20.648 | 7,85 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5.517 | 49,67 | 575 | 57,10 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10.371 | -0,66 | 1.082 | 4,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48.893 | -1,13 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 55.418 | -1,91 | 5.780 | 2,98 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 25 | 3 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 40.154 | 43,04 | 4.188 | 50,18 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 297 | 0,00 | 31 | 3,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 284.246 | 23,75 | 29.644 | 29,91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 44.592 | -2,14 | 4.650 | 2,74 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 2.652 | 0,00 | 277 | 4,94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 39.644 | 212,45 | 4.134 | 228,10 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5.469 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.800.717 | 16,75 | 500.667 | 22,57 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7.388 | -2,04 | 770 | 2,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8.535 | 0,00 | 890 | 5,08 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.665 | 57,69 | 278 | 65,87 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13.364 | 6,22 | 1.394 | 11,53 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 65.249 | 6.805 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.011.138 | 0,94 | 209.742 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 73.646 | -6,86 | 7.681 | -2,22 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311.325 | 52,51 | 32.468 | 60,11 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 341 | 40,91 | 36 | 45,83 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 115 | 0,00 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 33.123 | -1,60 | 3.454 | 3,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.887 | 0,07 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 5.232 | 546 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.244.310 | 50,33 | 129.793 | 57,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9.269 | 10,15 | 967 | 15,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 60.123 | 42,60 | 6.270 | 49,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.684.169 | -12,58 | 383.456 | -8,44 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 210 | -79,21 | 22 | -79,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 98.095 | 64,23 | 10.230 | 72,43 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 2.349 | 245 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9.200 | 959 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 2.380 | 0,00 | 248 | 5,08 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 12.045 | 18,42 | 1.256 | 24,36 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 435.146 | 17,82 | 45.381 | 23,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5.233 | -6,35 | 546 | -1,80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21.201 | 244,84 | 2.211 | 262,46 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22.733 | 38,79 | 2.371 | 45,67 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 578.420 | 1,53 | 60.751 | 11,67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2.225 | 233 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 199 | 4,76 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 8.176.399 | 4,22 | 852.717 | 9,41 | ||||
| 2025-04-30 | 13F | Harbour Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4.678 | 0,11 | 488 | 4,96 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2.724 | 0,00 | 284 | 5,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.990 | -45,76 | 416 | -43,01 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284.786 | 0,15 | 29.700 | 5,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 521 | -9,71 | 54 | -5,26 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 11.734 | -87,46 | 1.224 | -86,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 125.440 | -9,62 | 13.082 | -5,11 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 4.522 | -51,84 | 472 | -49,46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21.290 | -1,79 | 2.220 | 3,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 0,00 | 52 | 6,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 50.963 | 8,72 | 5.315 | 14,13 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 2.520 | 0,00 | 263 | 4,80 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 76.587 | -0,35 | 7.987 | 4,62 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 75.944 | -5,51 | 7.386 | -1,18 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 515 | 0,00 | 54 | 3,92 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3.047 | 0,00 | 318 | 4,97 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | 0,00 | 16 | 7,14 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 72 | 1,41 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4.446 | -0,85 | 464 | 4,04 |
Other Listings
| US:RWL | $110,73 |
