Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2034 Corporate Bond ETF inkluderar Goldman Sachs Group Inc, G2 Capital Management, Llc / Oh, Cambridge Investment Research Advisors, Inc., Stifel Financial Corp, Allen Capital Group, LLC, ETF Store, Inc., Oppenheimer & Co Inc, Davis Capital Management, Independence Bank of Kentucky, och Fmr 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fmr Llc | 2 | 0 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 121 855 | 25,79 | 2 528 | 27,42 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 081 | 0 | ||||||
| 2025-08-05 | 13F | Ellevest, Inc. | 77 198 | 2,44 | 1 602 | 3,76 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 192 075 | 16,62 | 3 986 | 18,14 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 487 623 | 0,38 | 10 118 | 1,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 225 036 | 33,93 | 4 669 | 35,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 71 612 | 1 486 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 692 | 0,02 | 263 | 1,54 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 10 076 | 209 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 9 941 | 206 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 8 866 | 804,69 | 184 | 815,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 396 | 1,00 | 257 | 2,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 194 085 | 1,33 | 4 027 | 2,65 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 120 236 | 19,05 | 2 495 | 20,60 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 193 928 | 10,57 | 4 024 | 12,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82 804 | 494,30 | 1 709 | 501,41 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 414 924 | 5 449,34 | 8 610 | 5 526,80 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 15 677 | 49,80 | 325 | 51,87 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 120 527 | 1,70 | 2 501 | 3,01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 642 | 200 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 003 972 | 7,85 | 41 582 | 9,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 073 | 14,05 | 250 | 15,28 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 397 | 216 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 61 872 | 1 284 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65 993 | 75,14 | 1 369 | 77,56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 70 769 | 95,34 | 1 468 | 97,84 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 109 | 0,93 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 060 | 7,79 | 624 | 9,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 592 | 0,14 | 75 | 1,37 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20 731 | 64,86 | 430 | 67,32 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 278 130 | 9,64 | 6 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 163 470 | 29,49 | 3 392 | 31,17 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 45 591 | 26,55 | 946 | 28,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 156 251 | 3 242 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4 327 | 0,42 | 90 | 1,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57 713 | 1,61 | 1 198 | 2,92 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 51 607 | 15,84 | 1 071 | 17,32 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 47 548 | 987 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 37 590 | 56,38 | 780 | 58,54 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 4 470 | 92 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3 389 | 70 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 90 106 | 20,19 | 1 870 | 21,74 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 193 130 | 0,48 | 4 007 | 1,78 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23 076 | 10,78 | 479 | 12,21 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 75 537 | 98,54 | 1 567 | 101,16 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 51 968 | 8,95 | 1 078 | 10,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 575 744 | 23,27 | 11 947 | 24,87 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 378 | 15,11 | 195 | 16,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 365 429 | 466,11 | 7 583 | 473,52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 60 931 | 39,73 | 1 264 | 41,55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 21 169 | 17,23 | 439 | 18,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 19 963 | 20,89 | 414 | 22,49 |
