Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF include Ballast, Inc., Kovitz Investment Group Partners, LLC, Matauro, Llc, Avion Wealth, Boreal Capital Management LLC, Motco, and Alerus Financial Na .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16.44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318,111 | 5.72 | 4,489 | 4.47 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1.63 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,008 | 141 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78,246 | 56.62 | 1,104 | 54.84 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43,862 | 8.07 | 619 | 6.74 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,881 | 9.92 | 41 | 8.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,614 | 3.09 | 418 | 1.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,779 | 10.14 | 755 | 10.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67,225 | 27.54 | 949 | 26.06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177,919 | 73.82 | 2,510 | 71.80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20,276 | 286 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,100 | 298 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127,078 | 1.69 | 1,793 | 0.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,147 | 0.21 | 1,018 | -1.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,111,940 | 73.32 | 15,689 | 71.26 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15,350 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8,506 | 9.67 | 120 | 9.09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22,860 | 0.43 | 323 | -0.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,994 | 0.08 | 423 | -0.94 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5,120 | 1.55 | 72 | 0.00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20,276 | 1.08 | 286 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,796 | 13.67 | 2,254 | 12.20 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,000 | 14 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56.86 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83,216 | 127.49 | 1,174 | 124.90 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1.53 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90.09 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21,079 | 4.66 | 297 | 3.48 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,938 | 1.55 | 183 | 0.55 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2,431 | 34 | ||||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57,850 | 13.61 | 816 | 12.24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,948 | 84 | ||||||
| 2025-08-01 | 13F | Motco | 2,700 | 39 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20,000 | 100.00 | 282 | 98.59 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275,264 | 11.99 | 3,884 | 10.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77,042 | 9.38 | 1,087 | 8.16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,685 | 1.71 | 165 | 0.00 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13,792 | 0.12 | 195 | -1.02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,104 | 1.54 | 30 | 0.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,356 | 146 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49,229 | 0.10 | 695 | -1.14 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,904 | 0.67 | 435 | -1.36 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1.61 | 10 | 0.00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,805 | 1.52 | 25 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9,063 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,350 | 315 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,638 | 4.33 | 207 | 3.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,414 | 12.50 | 1,248 | 11.14 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92,725 | 1.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,979 | 26.04 | 381 | 24.59 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3,619 | 147.71 | 51 | 155.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148,560 | 0.07 | 2,096 | -1.09 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676,150 | 10.69 | 9,540 | 9.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,194 | 47.53 | 116 | 45.57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82,509 | 1.55 | 1,164 | 0.34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,522 | 0 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,838 | 31.34 | 238 | 29.51 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10,052 | 142 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58,141 | 50.63 | 823 | 49.18 |
