Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco BulletShares 2025 High Yield Corporate Bond ETF inkluderar Semitam Bonam Llc, Two Sigma Securities, Llc, Focus Financial Network, Inc., Claro Advisors LLC, och SRS Capital Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73 467 | 4,40 | 1 695 | 4,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249 649 | 0,88 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 263 | 1 009,96 | 329 | 1 034,48 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51 303 | 0,71 | 1 184 | 0,77 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 586 241 | 22,71 | 36 595 | 22,82 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39 116 | 3,97 | 902 | 4,04 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15 913 | 5,45 | 367 | 5,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30 438 | 1,16 | 702 | 1,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 099 | 95,26 | 48 | 100,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206 218 | 4 757 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172 852 | 0,83 | 3 988 | 0,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 754 | 49,40 | 40 | 48,15 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23 312 | 19,46 | 538 | 19,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130 017 | 5,54 | 2 998 | 5,64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14 766,67 | 21 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110 275 | 19,08 | 2 544 | 19,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 503 | 12,66 | 358 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33 877 | 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233 139 | 2,10 | 5 379 | 2,01 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55 384 | 17,30 | 1 278 | 17,37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 000 | 231 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 646 | 50,59 | 499 | 50,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243 663 | 2,45 | 5 621 | 2,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 266 | 0,64 | 98 | 1,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 587 | 10,73 | 244 | 10,91 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94 963 | 9,59 | 2 191 | 9,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381 450 | 24,21 | 8 801 | 24,31 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492 654 | 3,09 | 11 363 | 3,08 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31 285 | 0,15 | 722 | 0,56 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291 035 | 1,85 | 6 714 | 1,94 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1,24 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19 522 | 0,79 | 450 | 0,90 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 59 366 | 3,79 | 1 370 | 3,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 023 | 17,90 | 416 | 17,90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 668 | 20,84 | 408 | 20,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 029 | 301 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173 075 | 4,57 | 3 993 | 4,64 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9 207 | 1,40 | 212 | 1,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 885 | 7,89 | 505 | 7,92 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14 082 | 9,75 | 325 | 9,83 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17 186 | 0,37 | 396 | 0,51 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13 434 | 0,23 | 310 | 0,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75 348 | 2,76 | 1 738 | 2,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159 828 | 16,25 | 3 687 | 16,38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411 444 | 16,45 | 9 492 | 16,55 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2 389 222 | 4,85 | 55 119 | 4,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 690 | 15,64 | 270 | 15,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 347 | 1,14 | 100 | 1,01 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109 015 | 0,80 | 2 515 | 0,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 420 | 1,83 | 356 | 1,72 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30 055 | 693 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21 710 | 501 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 350 | 0,76 | 377 | 0,80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108 354 | 0,84 | 2 500 | 0,93 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16 538 | 17,88 | 382 | 17,96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102 710 | 0,70 | 2 370 | 0,77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500 895 | 12,62 | 11 556 | 12,72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489 692 | 11 297 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65 038 | 429,11 | 1 500 | 430,04 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54 756 | 20,26 | 1 263 | 20,40 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32 505 | 2,48 | 750 | 2,46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66 398 | 0,51 | 1 532 | 0,59 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34 646 | 0,99 | 799 | 1,14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 594 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17 480 | 0,74 | 403 | 1,00 |
