Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco BulletShares 2028 High Yield Corporate Bond ETF inkluderar Summit Investment Advisory Services, LLC, Cambridge Financial Group, LLC, AA Financial Advisors, LLC, Latitude Advisors, LLC, BXM Wealth LLC, We Are One Seven, LLC, Quad-Cities Investment Group, LLC, Farther Finance Advisors, LLC, Alaska Permanent Capital Management, WFA of San Diego, LLC, SRS Capital Advisors, Inc., och Cornerstone Planning Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 485 597 | 4,84 | 10 707 | 6,82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 23 005 | 3,93 | 507 | 5,85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18 835 | 41,88 | 415 | 44,60 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 31 328 | 172,42 | 687 | 177,02 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 53 005 | 11,47 | 1 169 | 13,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83 117 | 4,18 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 38 707 | 3,65 | 853 | 5,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 74 566 | 3,15 | 1 644 | 5,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259 885 | 6,03 | 5 730 | 8,03 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 215 | 1,76 | 27 | 4,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 112 928 | 2 490 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48 227 | 2,12 | 1 063 | 4,11 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 403 | 21,52 | 384 | 23,95 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 210 775 | 11,94 | 4 648 | 14,06 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 18 942 | 418 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16 307 | 20,79 | 360 | 22,95 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 6 933 | 152 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 926 | 58,76 | 65 | 64,10 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61 387 | 0,15 | 1 354 | 2,04 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20 337 | 35,48 | 448 | 37,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 228 | 203 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 197 775 | 3,89 | 4 361 | 5,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 751 | 3,32 | 215 | 5,39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 425 | 235,29 | 31 | 244,44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 32 804 | 6,52 | 723 | 8,56 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16 836 | 1,21 | 371 | 3,34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 49 014 | 1,90 | 1 081 | 3,85 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 9 114 | 201 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 471 | 10 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138 195 | 23,01 | 3 035 | 24,70 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 10 025 | 221 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43 273 | 13,51 | 954 | 15,78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 423 | 186 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 173 216 | 45,01 | 3 820 | 47,79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 300 | 7 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21 559 | 89,30 | 475 | 93,09 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 57 764 | 0,38 | 1 274 | 2,25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 209 104 | 5,52 | 4 611 | 7,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27 282 | 143,52 | 602 | 148,35 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42 491 | 8,19 | 937 | 10,25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 83 155 | 15,18 | 1 834 | 17,35 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 9 161 | 202 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91 342 | 34,77 | 2 014 | 37,38 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 121 173 | 10,19 | 2 662 | 11,99 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 29 059 | 5,54 | 641 | 7,56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 350 | 96 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 19 471 | 0,65 | 429 | 2,63 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 93 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 124 541 | 18,26 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21 742 | 6,55 | 479 | 8,62 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 65 231 | 33,61 | 1 438 | 36,17 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 33 075 | 64,45 | 729 | 72,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 747 270 | 0,25 | 16 477 | 2,15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 866 | 1,69 | 173 | 3,59 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 299 313 | 9,51 | 6 600 | 11,58 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2 294 | 51 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 14 350 | 316 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 30 679 | 50,57 | 676 | 53,64 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 265 313 | 18,99 | 5 850 | 21,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 348 | 559 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 025 | 48,12 | 23 | 57,14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 412 | 0,98 | 252 | 2,87 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 15 797 | 348 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 72 463 | 3,98 | 1 598 | 5,90 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 124 113 | 29,12 | 2 737 | 31,54 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 27 076 | 6,28 | 597 | 8,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 382 592 | 21,46 | 30 486 | 23,76 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 16 060 | 21,76 | 354 | 24,21 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 760 | 237 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 32 491 | 0,75 | 716 | 2,73 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 17 332 | 0,57 | 382 | 2,69 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24 925 | 7,57 | 547 | 10,30 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 217 208 | 4 789 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 703 | 1,15 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 130 790 | 2,41 | 2 884 | 4,34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95 458 | 24,76 | 2 | 100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33 891 | 2,64 | 747 | 4,62 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 355 613 | 2,05 | 7 841 | 3,99 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 57 742 | 1,26 | 1 268 | 3,59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 159,23 | 21 | 185,71 |
