Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco BulletShares 2027 High Yield Corporate Bond ETF inkluderar Modern Wealth Management, LLC, Collective Family Office Llc, Evexia Wealth Llc, Summit Investment Advisory Services, LLC, BXM Wealth LLC, Cambridge Investment Research Advisors, Inc., Dynamic Advisor Solutions LLC, Farther Finance Advisors, LLC, WFA of San Diego, LLC, Alerus Financial Na, McElhenny Sheffield Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 331 309 | 1,23 | 7 522 | 2,59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140 069 | 2,14 | 3 180 | 3,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93 553 | 68,37 | 2 | 100,00 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 77 524 | 4,04 | 1 760 | 5,45 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 29 442 | 2,94 | 668 | 4,38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 904 | 0 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9 336 | 0,77 | 212 | 1,93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 763 | 26,04 | 403 | 27,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22 881 | 49,10 | 520 | 51,31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 223 347 | 5 071 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 109 801 | 2 493 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 984 | 10,01 | 249 | 11,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 159 | 185 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 29 374 | 14,63 | 667 | 16,03 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 122 451 | 7,92 | 2 780 | 9,36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 118 | 3 287,88 | 25 | |||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 61 125 | 445,76 | 1 385 | 453,60 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66 075 | 5,48 | 1 480 | 5,49 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5 191 | 118 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 443 | 10 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 457 030 | 244,83 | 10 377 | 249,48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 030 615 | 7,66 | 23 400 | 9,11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 238 480 | 19,09 | 5 | 25,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 139 167 | 11,95 | 3 160 | 13,43 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1 381 | 210 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13 339 | 70,49 | 303 | 72,57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19 635 | 9,02 | 446 | 10,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231 495 | 93,75 | 5 256 | 96,38 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21 628 | 20,00 | 491 | 21,84 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 148 242 | 3 370 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 8 898 | 202 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 991 | 45 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 202 448 | 4 597 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21 358 | 0,54 | 485 | 1,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 102 441 | 5,52 | 2 326 | 6,90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4 378 | 99 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 759 061 | 2,05 | 17 234 | 3,42 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73 197 | 0,02 | 1 662 | 1,40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137 062 | 10,86 | 3 112 | 12,39 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2 791 | 63 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 492 | 1,65 | 11 | 10,00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 17 213 | 3,77 | 391 | 5,12 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 114 478 | 6,99 | 2 596 | 8,13 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 53 392 | 135,17 | 1 212 | 138,58 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 18 501 | 2,11 | 420 | 3,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 70 439 | 27,56 | 1 599 | 29,26 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 15 571 | 354 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 25 569 | 12,99 | 581 | 14,40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60 898 | 390,72 | 1 383 | 397,12 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 20 413 | 2,37 | 463 | 3,81 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 31 997 | 64,33 | 726 | 70,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 809 | 3,04 | 1 244 | 4,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 240 | 34,62 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 779 | 10,85 | 358 | 12,58 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 14 073 | 6,87 | 320 | 8,14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99 459 | 0,83 | 2 258 | 2,22 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32 718 | 2,76 | 743 | 4,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 664 240 | 8,52 | 15 082 | 9,98 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387 566 | 82,80 | 8 800 | 85,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 153 108 | 8,83 | 3 476 | 10,28 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 154 420 | 9,30 | 3 506 | 10,77 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 437 | 237 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 11 290 | 775,19 | 256 | 814,29 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 289 685 | 5,76 | 6 577 | 7,19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79 464 | 13,35 | 1 804 | 14,90 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 68 904 | 4,28 | 1 564 | 5,68 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 85 148 | 2,23 | 1 933 | 3,59 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 000 | 23,46 | 23 | 22,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 113 | 14 853,72 | 638 | 15 850,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35 226 | 0,25 | 802 | 1,91 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 223 347 | 156,40 | 5 071 | 159,92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23 216 | 527 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 67 552 | 2,73 | 1 534 | 4,07 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 133 930 | 28,89 | 3 041 | 30,58 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 18 746 | 13,64 | 426 | 15,18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 127 | 0,66 | 639 | 1,92 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10 470 | 7,55 | 238 | 8,72 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 335 165 | 15,61 | 7 610 | 17,15 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 39 291 | 5,90 | 892 | 7,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 987 | 22 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 344 790 | 31,84 | 7 828 | 33,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 203 | 0,76 | 118 | 2,61 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 334 525 | 1,02 | 7 595 | 2,37 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 214 | 1,59 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 25 400 | 9,72 | 577 | 13,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 088 901 | 24,05 | 24 723 | 25,71 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 283 528 | 2,73 | 6 | 0,00 |
