Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF inkluderar Cornerstone Planning, LLC, Integrated Advisors Network LLC, Duncan Williams Asset Management, LLC, Modern Wealth Management, LLC, Charles Schwab Investment Management Inc, Accurate Wealth Management, LLC, Semitam Bonam Llc, Stratos Wealth Advisors, LLC, Hrt Financial Lp, Strathmore Capital Advisors, Inc., XY Planning Network, Inc., Fiduciary Trust Co, World Equity Group, Inc., Seek First Inc., CapWealth Advisors, LLC, Alerus Financial Na, Midwest Trust Co, Signature Resources Capital Management, LLC, O'shaughnessy Asset Management, Llc, och Angeles Wealth Management, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 525 | 0,21 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 197 547 | 0,89 | 4 085 | 0,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23 520 | 153,04 | 486 | 153,13 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 450 510 | 6,73 | 9 317 | 6,72 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 175 973 | 2,14 | 3 639 | 2,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243 006 | 53,44 | 5 025 | 53,44 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 375 | 1,63 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 153 460 | 5,66 | 3 174 | 5,66 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 13 977 | 3,29 | 289 | 3,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 332 732 | 5,51 | 6 881 | 5,51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40 717 | 842 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80 158 | 23,34 | 1 658 | 23,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 326 771 | 6 758 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 863 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 85 071 | 238,63 | 1 759 | 238,92 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 978 796 | 3,14 | 20 241 | 3,14 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 13 605 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17 058 | 10,87 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 52 108 | 1,10 | 1 078 | 1,13 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 78 114 | 3,90 | 1 615 | 3,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 545 724 | 6,32 | 11 286 | 6,32 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 29 995 | 3,65 | 620 | 3,68 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 1 083 748 | 22 379 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 88 907 | 1 841 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 257 303 | 7,06 | 26 006 | 7,06 | ||||
| 2025-07-28 | 13F | Tlwm | 1 207 241 | 0,83 | 24 966 | 0,83 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 66 910 | 2,93 | 1 384 | 2,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 438 558 | 13,09 | 9 069 | 13,09 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115 524 | 4,06 | 2 389 | 4,10 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 18 199 | 22,71 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 310 640 | 2,33 | 6 424 | 2,34 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 61 134 | 58,65 | 1 264 | 58,79 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 30 601 | 135,99 | 633 | 135,82 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 38 814 | 5,66 | 803 | 5,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 39 882 | 187,85 | 825 | 188,11 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30 497 | 45,86 | 631 | 46,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 772 | 119 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 770 | 99 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 49 755 | 11,18 | 1 029 | 11,14 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 303 166 | 1,01 | 6 269 | 1,02 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28 052 | 86,13 | 580 | 86,50 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 25 122 | 68,98 | 520 | 69,06 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 12 099 | 3,52 | 250 | 3,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 642 204 | 2,81 | 13 281 | 2,81 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 161 234 | 3,19 | 3 334 | 3,19 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 13 797 | 0,29 | 285 | 0,35 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 167 211 | 68,00 | 3 458 | 67,98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 654 920 | 17,71 | 13 544 | 17,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 67 517 | 89,60 | 1 396 | 89,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 85 453 | 100,66 | 1 767 | 100,80 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 977 | 20 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 132 258 | 795,94 | 2 735 | 796,72 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26 668 | 0,08 | 552 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 31 330 | 649 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 140 560 | 1,34 | 2 907 | 1,32 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 56 218 | 6,57 | 1 163 | 6,61 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 48 536 | 1,06 | 1 004 | 1,01 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 47 094 | 7,36 | 974 | 7,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 125 031 | 1,93 | 2 586 | 1,93 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47 820 | 11,46 | 989 | 11,39 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 11 036 | 5,81 | 228 | 6,05 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 196 333 | 1,97 | 4 060 | 1,98 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 113 714 | 1,06 | 2 352 | 1,03 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 176 763 | 19,82 | 3 655 | 19,84 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 35 049 | 10,01 | 725 | 10,03 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 37 795 | 9,05 | 782 | 9,08 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 11 350 | 235 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 198 | 0,38 | 728 | 0,41 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 28 968 | 3,29 | 599 | 3,45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30 856 | 638 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 193 491 | 17,35 | 4 001 | 17,37 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 478 128 | 28,81 | 9 888 | 28,80 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 12 515 | 259 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 343 672 | 0,77 | 7 107 | 0,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 640 690 | 2,98 | 33 929 | 2,98 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 174 758 | 3,55 | 3 614 | 3,52 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 12 092 | 21,02 | 250 | 21,36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 554 502 | 363,04 | 11 467 | 363,13 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 300 089 | 2,02 | 6 206 | 2,02 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 670 852 | 13 873 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 14 470 | 573,02 | 299 | 579,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54 347 | 12,42 | 1 124 | 12,53 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 598 265 | 12 372 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 49 758 | 44,42 | 1 029 | 44,52 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 23 988 | 496 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 9 010 | 186 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 620 827 | 0,39 | 12 839 | 0,38 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17 919 | 5,70 | 371 | 5,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 280 990 | 1,31 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 66 580 | 1 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 164 | 1,07 | 45 | 0,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 23 779 | 37,77 | 492 | 37,92 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 62 235 | 12,08 | 1 287 | 12,11 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14 099 | 13,41 | 292 | 13,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 177 423 | 18,75 | 3 669 | 18,78 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 299 375 | 4,08 | 6 191 | 4,09 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 73 706 | 1 524 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 251 558 | 9,41 | 5 202 | 9,42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206 714 | 0,98 | 4 275 | 0,97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 90 253 | 2,75 | 1 866 | 2,75 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 88 611 | 105,22 | 1 838 | 105,94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 24 864 | 2,67 | 514 | 2,80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31 257 | 3,60 | 646 | 3,69 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 10 729 | 222 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 300 | 7,80 | 420 | 7,71 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 632 | 0,62 | 34 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 617 314 | 3,02 | 12 766 | 3,02 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 622 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 755 333 | 15 620 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35 867 | 0,04 | 742 | 0,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 341 869 | 9,05 | 7 073 | 9,17 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 196 553 | 6,95 | 4 065 | 6,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 35 325 | 4,14 | 731 | 4,14 | ||||
| 2025-07-18 | NP | IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 514 021 | 1,01 | 10 630 | 1,01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 355 530 | 62,45 | 7 | 75,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 70 468 | 1 457 | ||||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 13 923 | 0,28 | 288 | 0,00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 52 867 | 17,89 | 1 093 | 17,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 050 | −0,68 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25 725 | 0,39 | 532 | 0,38 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 35 946 | 225,83 | 743 | 225,88 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1 420 | 216 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 234 766 | 8,63 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35 162 | 727 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 21 957 | 3,56 | 454 | 3,89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 354 080 | 4,38 | 7 322 | 4,38 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 171 498 | 3 548 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 369 642 | 0,96 | 28 324 | 0,96 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 19 324 | 400 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10 600 | 219 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 359 | 28 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 037 356 | 13,07 | 21 453 | 13,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 273 | 1,11 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 095 | 0,64 | 560 | 0,72 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 310 149 | 1 717,90 | 112 | −95,77 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 40 876 | 1,46 | 845 | 1,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 357 842 | 4,38 | 131 480 | 4,38 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 125 873 | 1,18 | 2 603 | 1,21 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 825 354 | 15,89 | 58 428 | 15,89 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55 551 | 9,81 | 1 149 | 9,75 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 49 617 | 1 026 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 9 898 | 205 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 14 408 | 0,14 | 298 | 0,00 |
