Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF inkluderar Foronjy Financial Llc, Modern Wealth Management, LLC, Milestones Private Investment Advisors LLC, Cornerstone Planning, LLC, Reuter James Wealth Management, Llc, Phoenix Holdings Ltd., Diversify Advisory Services, LLC, Kickstand Ventures, Llc., Duncan Williams Asset Management, LLC, Hilltop Holdings Inc., Accurate Wealth Management, LLC, Legacy Wealth Management, LLC / MS, Prosperity Wealth Management, Inc., Greatmark Investment Partners, Inc., Koss-Olinger Consulting, LLC, O'shaughnessy Asset Management, Llc, Angeles Wealth Management, Llc, Crews Bank & Trust, Optimum Investment Advisors, och Ameritas Advisory Services, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 14 672 | 246 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 370 672 | 55,98 | 6 220 | 57,76 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1 981 223 | 27,70 | 33 245 | 29,16 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 346 069 | 5 807 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34 774 | 0,99 | 584 | 2,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 601 990 | 4,25 | 26 881 | 5,44 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7 587 866 | 9,52 | 126 338 | 11,06 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 31 437 | 26,76 | 528 | 28,22 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 336 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 287 363 | 12,43 | 21 602 | 13,72 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 99 941 | 1,98 | 1 677 | 3,20 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 107 300 | 1 757 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 883 937 | 14,39 | 65 172 | 15,70 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 71 935 | 13,80 | 1 207 | 15,17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 49 960 | 2,04 | 838 | 3,20 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 65 154 | 48,12 | 1 099 | 50,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 160 585 | 48,05 | 2 695 | 49,67 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 17 653 | 15,85 | 296 | 17,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79 831 | 45,24 | 1 340 | 46,98 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 251 492 | 4,10 | 4 220 | 5,32 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 386 136 | 1,77 | 6 479 | 2,94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 159 901 | 5,38 | 2 683 | 6,60 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 35 087 | 7,83 | 589 | 9,09 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 438 658 | 0,27 | 7 361 | 1,42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23 228 | 3,52 | 390 | 4,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 34 423 | 40,38 | 578 | 42,12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 931 126 | 6,40 | 133 084 | 7,62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34 812 | 22,04 | 584 | 23,47 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285 094 | 6,86 | 4 784 | 8,07 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 38 077 | 0,67 | 639 | 1,75 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 11 463 | 1,19 | 192 | 2,67 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 78 826 | 74,88 | 1 323 | 76,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 471 489 | 3,30 | 7 912 | 4,48 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12 200 | 24,49 | 205 | 25,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 807 | 1 586,71 | 198 | 1 700,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 26 719 | 34,83 | 448 | 36,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 326 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 599 214 | 0,99 | 10 055 | 2,14 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 144 540 | 6,67 | 2 425 | 7,92 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 14 708 | 246 | ||||||
| 2025-07-28 | 13F | Tlwm | 1 648 405 | 0,52 | 27 660 | 1,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 184 850 | 197,64 | 3 102 | 201,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 219 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 270 943 | 974,49 | 4 546 | 987,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 84 223 | 42,64 | 1 413 | 44,33 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 34 453 | 578 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 33 154 | 67,61 | 556 | 69,51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 865 124 | 0,05 | 14 517 | 1,20 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 410 340 | 0,48 | 6 886 | 1,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 279 595 | 65,45 | 4 692 | 67,30 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17 211 | 290 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 808 764 | 13 571 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 970 811 | 3,21 | 49 850 | 4,39 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 270 785 | 9,73 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32 264 | 24,74 | 541 | 26,11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 650 | 28 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12 000 | 201 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164 369 | 7,71 | 2 752 | 8,69 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 80 101 | 3,38 | 1 344 | 4,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 217 054 | 2 505,69 | 3 642 | 2 539,13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 19 253 | 0,09 | 323 | 1,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 72 226 | 1 212 | ||||||
| 2025-08-13 | 13F | Morton Community Bank | 244 718 | 1 466,70 | 4 106 | 1 485,33 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 142 080 | 20,30 | 2 384 | 21,69 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 978 | 128,16 | 1 174 | 131,10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 699 | 46,89 | 79 | 47,17 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 312 174 | 5,26 | 22 018 | 6,47 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 11 150 | 187 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 90 574 | 1,20 | 1 520 | 2,36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 038 | 24,39 | 437 | 25,65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 856 | 4,64 | 1 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 44 186 | 8,02 | 741 | 9,29 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 190 900 | 3,23 | 3 203 | 4,43 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 161 120 | 36,81 | 2 704 | 38,40 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 287 637 | 1 005,45 | 5 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 52 940 | 47,09 | 888 | 48,74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14 157 | 0,79 | 238 | 1,72 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 185 362 | 40,08 | 3 110 | 41,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 952 701 | 11,91 | 99 886 | 13,19 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 140 405 | 6,34 | 35 916 | 7,56 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 591 861 | 0,31 | 9 931 | 1,46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 584 | 194 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 521 327 | 5,54 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 14 830 | 249 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 32 858 | 75,06 | 551 | 77,17 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12 430 | 209 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 12 999 | 13,11 | 218 | 14,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 351 895 | 5,13 | 22 685 | 6,34 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 173 066 | 3,38 | 2 904 | 4,57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 112 281 | 24,51 | 1 884 | 25,94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 292 | 45,66 | 55 | 48,65 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10 409 | 175 | ||||||
| 2025-04-11 | 13F | Davis Capital Management | 12 196 | 0,11 | 202 | 1,51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 682 | 179 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 40 063 | 67,10 | 672 | 69,27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 11 260 | 93,80 | 189 | 95,83 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 717 320 | 5,92 | 12 037 | 7,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123 502 | 34,17 | 2 072 | 35,69 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 185 311 | 100,49 | 3 106 | 103,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 247 813 | 44,95 | 4 151 | 46,28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 357 | 0,11 | 191 | 1,06 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 184 664 | 29,79 | 3 099 | 31,27 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 614 529 | 22,81 | 10 312 | 24,21 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 211 249 | 13,79 | 3 545 | 15,10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21 230 | 57,35 | 356 | 59,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 598 949 | 3,53 | 26 830 | 4,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 187 745 | 16,91 | 3 150 | 18,24 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 69 684 | 5,93 | 1 169 | 7,15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 198 908 | 6,40 | 3 338 | 7,61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 105 675 | 21,84 | 1 773 | 23,30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 16 191 | 1,12 | 269 | 2,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 857 374 | 8,67 | 14 387 | 9,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 464 307 | 8,01 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 15 523 | 8,48 | 260 | 9,70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 459 417 | 3,63 | 7 709 | 4,83 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 16 805 | 12,08 | 282 | 13,31 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 172 708 | 6,11 | 2 898 | 7,85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 123 056 | 2,37 | 52 405 | 3,54 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 217 042 | 0,48 | 3 642 | 1,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 643 | 29,57 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 621 521 | 2,98 | 77 549 | 4,16 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 177 723 | 3,21 | 2 982 | 4,41 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 51 670 | 2,78 | 867 | 4,08 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 3 159 364 | 16,67 | 53 014 | 18,01 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 15 093 | 253 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 302 307 | 6,22 | 38 633 | 7,44 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15 093 | 253 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 57 601 | 75,40 | 967 | 79,89 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 13 524 | 1,20 | 227 | 2,26 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 64 421 | 2,69 | 1 081 | 3,85 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 346 069 | 5,06 | 5 807 | 6,28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26 837 | 0,42 | 450 | 1,58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 164 560 | 9,94 | 19 541 | 11,20 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23 412 | 12,49 | 393 | 13,62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 112 | 7,96 | 237 | 9,26 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 466 523 | 19,58 | 7 828 | 20,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 79 067 | 37,01 | 1 327 | 38,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10 776 | 56,92 | 181 | 59,29 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 123 513 | 15,95 | 18 853 | 17,28 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 671 089 | 55,78 | 11 261 | 57,57 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 125 029 | 0,70 | 2 098 | 1,85 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 164 584 | 1 583,04 | 10 | −94,44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 765 827 | 14,47 | 79 971 | 15,78 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47 213 | 86,33 | 783 | 90,05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13 629 | 0,61 | 229 | 1,79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 807 432 | 0,47 | 14 | 0,00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 34 199 | 574 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21 035 | 2,53 | 353 | 3,53 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 921 579 | 7,35 | 32 241 | 8,57 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 132 512 | 2 224 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 33 133 | 32,24 | 553 | 34,31 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 500 | 25 | ||||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 469 272 | 0,94 | 7 874 | 2,10 |
