Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco BulletShares 2029 High Yield Corporate Bond ETF inkluderar Modern Wealth Management, LLC, Private Client Services, Llc, Summit Investment Advisory Services, LLC, Goldman Sachs Group Inc, Cambridge Financial Group, LLC, Carrera Capital Advisors, Pacific Wealth Strategies Group, Inc., Cambridge Investment Research Advisors, Inc., Brown Advisory Inc, Bradley & Co. Private Wealth Management, LLC, Hennion & Walsh Asset Management, Inc., Meriwether Wealth & Planning, LLC, Asset Dedication, LLC, Kestra Advisory Services, LLC, Farther Finance Advisors, LLC, Principal Securities, Inc., Comerica Bank, och AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38 755 | 18,82 | 834 | 21,40 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 15 485 | 331 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 283 742 | 60,81 | 6 106 | 64,18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 77 806 | 4,08 | 1 674 | 6,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 379 932 | 2,36 | 8 176 | 4,50 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 34 579 | 4,54 | 744 | 6,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 729 | 0 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 80 784 | 1 738 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19 479 | 39,09 | 418 | 41,69 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 12 270 | 264 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10 980 | 14,04 | 236 | 16,83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 355 560 | 7 652 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 36 179 | 779 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 15 510 | 37,38 | 334 | 40,51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62 156 | 1 338 | ||||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 220 224 | 3,01 | 4 739 | 5,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 84 700 | 34,26 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 9 850 | 212 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 148 | 304 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59 584 | 0,66 | 1 282 | 2,81 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 19 000 | 409 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 667 | 1,80 | 187 | 3,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39 807 | 103,51 | 857 | 107,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 127 | 24 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56 023 | 42,88 | 1 206 | 45,88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 70 796 | 267,03 | 1 517 | 273,65 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 11 783 | 254 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 911 | 192 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32 607 | 181,09 | 702 | 187,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58 788 | 12,80 | 1 265 | 15,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 730 | 29,59 | 102 | 32,89 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 87 324 | 11,08 | 1 867 | 13,37 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16 098 | 1,63 | 346 | 3,90 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 113 603 | 2 445 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 31 972 | 43,76 | 688 | 47,01 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 11 535 | 0,68 | 248 | 2,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 335 159 | 6,14 | 7 213 | 8,35 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 34 026 | 65,27 | 732 | 75,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9 368 | 202 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34 268 | 2,71 | 737 | 4,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142 219 | 13,43 | 3 061 | 15,82 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 37 963 | 2,48 | 817 | 4,62 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 94 004 | 33,42 | 2 023 | 36,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9 665 | 208 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26 562 | 0,99 | 572 | 3,07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 146 351 | 2,72 | 3 149 | 4,86 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 355 560 | 151,90 | 7 652 | 157,18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 698 | 15 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20 237 | 37,79 | 436 | 40,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72 164 | 25,85 | 1 553 | 28,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 641 | 2,28 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 315 864 | 3,10 | 6 797 | 5,25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183 877 | 9,77 | 3 957 | 12,06 | ||||
| 2025-08-14 | 13F | UBS Group AG | 124 276 | 53,83 | 2 674 | 57,11 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 31 423 | 0,09 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 337 617 | 5,99 | 7 266 | 8,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 874 078 | 43,61 | 40 330 | 46,61 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 62 384 | 1 343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 449 | 22,01 | 10 | 28,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 594 497 | 7,59 | 12 794 | 9,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131 561 | 166,06 | 2 831 | 171,69 |
