Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF inkluderar Modern Wealth Management, LLC, Hills Bank & Trust Co, Foundations Investment Advisors, LLC, SFE Investment Counsel, Colony Group, LLC, Laurel Wealth Advisors LLC, Heritage Trust Co, Mindset Wealth Management, Llc, Bill Few Associates, Inc., SJS Investment Consulting Inc., O'shaughnessy Asset Management, Llc, Angeles Wealth Management, Llc, Cwm, Llc, SOUTH STATE Corp, AE Wealth Management LLC, och Sound Income Strategies, 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 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48 | 1 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 89 989 | 23,58 | 1 488 | 25,27 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50 546 | 77,30 | 841 | 81,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 365 231 | 9,47 | 6 037 | 10,95 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2 062 293 | 99,03 | 34 090 | 101,72 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 11 470 | 190 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 920 697 | 8,00 | 48 279 | 9,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 781 | 1,23 | 261 | 2,36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 389 | 39 | ||||||
| 2025-08-05 | 13F | Ellevest, Inc. | 100 843 | 2,01 | 1 667 | 3,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 80 375 | 12,73 | 1 329 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23 272 | 1,11 | 385 | 2,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 518 421 | 8 569 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23 549 | 27,64 | 389 | 29,67 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44 086 | 2,37 | 729 | 3,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86 788 | 138,93 | 1 435 | 142,23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74 073 | 30,92 | 1 224 | 32,75 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7 736 496 | 9,52 | 126 492 | 11,08 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 131 339 | 19,45 | 2 171 | 21,08 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33 298 | 8,48 | 550 | 10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 159 336 | 20,62 | 151 404 | 22,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21 403 | 3,87 | 354 | 5,06 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 37 231 | 0,14 | 615 | 1,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 589 776 | 11,41 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 389 625 | 1,56 | 6 441 | 2,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39 268 | 54,46 | 649 | 56,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 136 106 | 3,71 | 2 250 | 5,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 854 762 | 7,84 | 14 129 | 9,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36 181 | 7,31 | 598 | 8,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416 568 | 5,51 | 6 886 | 6,93 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 29 165 | 5,87 | 482 | 7,35 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 121 536 | 4,57 | 2 009 | 5,96 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 30 425 | 78,59 | 503 | 81,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98 534 | 2,36 | 1 629 | 3,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 184 988 | 5,45 | 3 058 | 6,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 575 | 2,67 | 26 | 8,33 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95 558 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 720 974 | 14,69 | 28 448 | 16,23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13 186 | 1,24 | 218 | 2,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 132 | 4,42 | 2 573 | 5,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 439 | 4,11 | 222 | 5,71 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12 000 | 198 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 25 304 | 8,87 | 418 | 10,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 011 | 1,24 | 50 | 2,08 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 531 095 | 14,86 | 8 779 | 16,40 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 77 549 | 4,19 | 1 282 | 5,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 261 471 | 11 403,34 | 4 322 | 11 581,08 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 84 528 | 0,76 | 1 397 | 2,12 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 86 142 | 1,24 | 1 424 | 2,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16 162 | 11,45 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 557 892 | 4,87 | 42 282 | 6,28 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18 893 | 312 | ||||||
| 2025-08-07 | 13F | SFE Investment Counsel | 33 195 | 549 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 34 743 | 52,71 | 574 | 54,72 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 27 255 | 12,41 | 451 | 13,92 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 135 393 | 28,37 | 2 238 | 30,12 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 014 341 | 14,41 | 16 767 | 15,96 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 145 047 | 2 398 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17 511 | 0,16 | 289 | 1,40 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 603 837 | 1,04 | 9 981 | 2,40 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 189 | 13,19 | 218 | 14,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 007 | 66 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 568 | 290 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 10 249 | 124,27 | 169 | 128,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75 229 | 14,83 | 1 244 | 16,39 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 16 061 | 265 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 602 950 | 0,89 | 9 967 | 2,25 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 33 676 | 35,00 | 549 | 38,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 862 490 | 6,33 | 14 257 | 7,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118 262 | 19,66 | 1 955 | 21,29 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 16 800 | 3,11 | 278 | 4,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 305 772 | 26,83 | 5 036 | 28,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 161 | 135,29 | 581 | 139,09 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 153 435 | 4,53 | 2 536 | 5,93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 185 678 | 39,13 | 3 069 | 41,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61 286 | 22,83 | 1 013 | 24,60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 942 | 48,53 | 247 | 50,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 472 144 | 23,83 | 7 805 | 25,51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142 438 | 12,49 | 2 355 | 13,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 165 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 603 | 43 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39 935 | 660 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12 883 | 10,24 | 213 | 11,58 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72 687 | 0,24 | 1 202 | 1,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 468 469 | 3,72 | 57 334 | 5,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306 276 | 8,04 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 297 073 | 5,65 | 4 911 | 7,09 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 360 661 | 7,17 | 5 962 | 8,60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 928 | 42,62 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 814 358 | 27,31 | 29 991 | 29,03 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 80 143 | 6,27 | 1 325 | 7,64 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 290 810 | 8,02 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 152 261 | 6,08 | 2 517 | 7,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 107 039 | 4,49 | 1 769 | 5,93 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 89 531 | 0,97 | 1 480 | 2,28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 80 578 | 103,59 | 1 332 | 106,36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 68 340 | 4,18 | 1 130 | 5,61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 305 600 | 106,35 | 5 052 | 109,15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 366 505 | 18,09 | 6 058 | 19,70 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 037 074 | 20,43 | 17 143 | 22,05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16 530 | 1 | ||||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1 037 817 | 4,12 | 17 155 | 5,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 088 844 | 6,07 | 17 999 | 7,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 658 455 | 8,69 | 27 411 | 10,16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10 600 | 175 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13 856 | 0,62 | 229 | 2,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 597 465 | 41,83 | 42 936 | 43,74 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61 376 | 5,39 | 1 015 | 7,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 420 | 2,57 | 238 | 3,93 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 37 973 | 27,44 | 628 | 31,17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69 376 | 5,41 | 1 147 | 6,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 634 | 110,05 | 291 | 113,97 |
