Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco BulletShares 2030 High Yield Corporate Bond ETF inkluderar Mercer Global Advisors Inc /adv, We Are One Seven, LLC, Alaska Permanent Capital Management, BridgePort Financial Solutions, LLC, och Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 281 467 | 5,04 | 7 322 | 7,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42 019 | 267,40 | 1 090 | 274,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129 608 | 2,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 772 | 34,44 | 1 399 | 37,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 240 471 | 2 866,95 | 6 256 | 2 936,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 28 966 | 104,24 | 754 | 108,59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29 633 | 6,32 | 771 | 8,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 258 300 | 6 720 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14 720 | 37,72 | 382 | 40,44 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 336 228 | 2,11 | 8 715 | 2,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 762 | 2,05 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 8 229 | 214 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 730 | 144,07 | 409 | 149,39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 450 | 124,74 | 168 | 128,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 237 888 | 24,65 | 6 189 | 27,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 680 | 84,83 | 980 | 88,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 428 | 224,97 | 167 | 234,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46 256 | 21,30 | 1 203 | 23,89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 921 | 492 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16 810 | 0,10 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 395 490 | 1 670,01 | 10 289 | 1 708,08 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 13 780 | 4,67 | 358 | 6,87 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 296 187 | 2,22 | 7 705 | 4,33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 856 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 523 003 | 89,12 | 13 606 | 93,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 156 243 | 23,50 | 4 065 | 26,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 141 | 0,41 | 108 | 1,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 352 | 191 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 648 | 797 |
