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Invesco Preferred ETF · Financial Services · Asset Management - Bonds
57الحاملون المتتبعون
+1Δ المساهمون
140.99Mالأسهم المحتفظ بها
$1.58Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.8% ·
تدفق الأسهم -3.4% ·
المراكز الجديدة الصافية +1.8%
· الصيغة
تشتت الملكية: مزيد من الملّاك وحصة إجمالية أصغر.
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 214.64K | $2.15M | n/a | n/a |
| Q2 2026 | 55 | +1 | 148.35M | $1.61B | +5 | −4 |
| Q1 2026 | 55 | -3 | 142.34M | $1.55B | +3 | −6 |
| Q4 2025 | 57 | +1 | 140.99M | $1.58B | +1 | n/a |
| Q3 2025 | 6 | 0 | 17.87M | $207.29M | +1 | −1 |
| Q2 2025 | 3 | 0 | 1.63M | $18.19M | +1 | −1 |
| Q1 2025 | 2 | -1 | 138.41K | $1.55M | +1 | −2 |
| Q4 2024 | 3 | -1 | 1.03M | $11.89M | n/a | −1 |
| Q3 2024 | 4 | -1 | 1.10M | $13.54M | n/a | −1 |
| Q2 2024 | 5 | n/a | 1.34M | $15.42M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 78.45M | n/a | $881.77M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | Wells Fargo & Company/Mn | 15.37M | n/a | $172.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 7.27M | -7.3% | $81.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 5.73M | n/a | $64.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | UBS Group AG | 5.35M | n/a | $60.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | JPMorgan Chase ✦ | 5.31M | -40.2% | $59.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 4.14M | n/a | $46.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 3.72M | n/a | $41.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 9 | Raymond James Financial Inc | 2.71M | n/a | $30.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | First Trust Advisors Lp | 1.97M | n/a | $22.10M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.35M | n/a | $15.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 1.24M | n/a | $13.89M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 776.03K | n/a | $8.72M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Rockefeller Capital Management L.P. | 758.06K | n/a | $8.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Envestnet Asset Management Inc | 604.25K | n/a | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Principal Financial Group Inc | 570.70K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 564.54K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Truist Financial Corp | 519.68K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Creative Planning | 516.96K | n/a | $5.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 443.27K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 385.16K | n/a | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 383.14K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 348.98K | n/a | $3.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Prudential Financial Inc | 219.09K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 215.75K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 214.80K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | UBS AM, a distinct business unit of… | 204.35K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 181.65K | +48.7% | $2.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Baird Financial Group, Inc. | 168.30K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 163.94K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cerity Partners LLC | 129.82K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | HighTower Advisors, LLC | 119.99K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 106.65K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Invesco Ltd. | 106.05K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 96.60K | جديد | $1.09M | 0.0% | New | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 84.10K | n/a | $945,327 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 71.22K | n/a | $800,534 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cibc World Market Inc. | 65.58K | n/a | $737,097 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 61.26K | n/a | $710,588 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Corient Private Wealth LP | 54.30K | n/a | $610,388 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Mirae Asset Global Investments Co.… | 45.00K | n/a | $505,800 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 37.86K | n/a | $425,532 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | State Farm Mutual Automobile… | 31.11K | n/a | $349,688 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Julius Baer & Co. Ltd, Zurich | 29.25K | n/a | $328,770 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 27.95K | -97.3% | $314,180 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Jane Street Group, Llc | 19.35K | n/a | $217,494 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 16.10K | n/a | $181,000 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 14.18K | n/a | $159,361 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 11.88K | n/a | $133,588 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Brown Advisory Inc | 11.46K | n/a | $128,810 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Us Bancorp \De\ | 8.24K | n/a | $92,606 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Fidelity (FMR) ✦ | 2.85K | -67.8% | $31,996 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 1.57K | n/a | $17,647 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fifth Third Bancorp | 570 | n/a | $6,407 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Barclays Plc | 410 | n/a | $4,608 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Assetmark, Inc | 3 | n/a | $34 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 1 | 0.0% | $10 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Renaissance Technologies | $1.09M | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 415 المالكون, 187.11M الأسهم, $1.98B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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