Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Developed Markets Momentum ETF include Creative Financial Designs Inc /adv, Consolidated Planning Corp, Financial Management Professionals, Inc., Mml Investors Services, Llc, Equitable Holdings, Inc., Cetera Investment Advisers, Private Advisory Group LLC, Mainstay Capital Management Llc /adv, Benjamin Edwards Inc, Bnp Paribas Arbitrage, Sa, Spire Wealth Management, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, and Principal Securities, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 9,110 | 419 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 25,182 | 0.96 | 1,157 | 21.92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 470 | 64.91 | 22 | 110.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48,836 | 269.47 | 2,244 | 346.12 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 45,370 | 2,085 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,014 | 28.79 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57,758 | 0.20 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5,138 | 236 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | 9.09 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33,946 | 1,560 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 8,473 | 17.31 | 389 | 41.45 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,729 | 79 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 46,049 | 3.22 | 2,116 | 24.56 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 294,152 | 13,516 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 476 | 22 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,375 | 21.25 | 63 | 46.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8,289 | 1.47 | 381 | 28.38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,814 | 129 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,751 | 241.51 | 263 | 309.38 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21,098 | 969 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 651 | 208.53 | 30 | 262.50 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 332 | 15 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 27,972 | 105.90 | 1,285 | 148.55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 35,172 | 23,826.53 | 1,616 | 32,220.00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 6,590 | 15.65 | 303 | 39.81 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190 | 9 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 100 | 81.82 | 5 | 100.00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 20,180 | 2.74 | 927 | 24.10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29,353 | 1,349 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 589,097 | 91.88 | 27,069 | 131.54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,823,637 | 68.65 | 83,796 | 103.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 79,134 | 647.82 | 3,636 | 804.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,043 | 4,210.30 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 372,192 | 71.41 | 17,102 | 106.85 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 36,862 | 1,694 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,337 | 153 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 59,956 | 250.17 | 2,755 | 322.39 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 300,914 | 143.49 | 13,827 | 193.82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,772 | 5.70 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,862 | 403 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 146,147 | 75.52 | 6,715 | 111.83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,184 | 2 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6,984 | 5.50 | 321 | 26.98 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,740 | 0.07 | 126 | 20.19 |
