Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF inkluderar Reliant Wealth Planning, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, och BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 180 338 | 11,00 | 4 425 | 11,26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 369 | 136,90 | 58 | 141,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 594 | 0,67 | 432 | 0,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 85 616 | 4,59 | 2 101 | 4,89 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 29 864 | 187,40 | 733 | 188,19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193 682 | 0,76 | 4 753 | 1,00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 19 455 | 0,20 | 477 | 0,42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 87 334 | 0,67 | 2 143 | 0,94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149 126 | 5,61 | 3 660 | 5,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 44 786 | 14,09 | 1 099 | 14,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13 572 | 6,87 | 333 | 7,42 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 063 | 100 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 140 705 | 7,65 | 3 453 | 7,91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11 777 | 24,93 | 289 | 25,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74 986 | 16,97 | 1 840 | 17,27 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 595 | 23,34 | 284 | 23,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12 629 | 103,89 | 310 | 104,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117 878 | 8,85 | 2 893 | 9,13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 114 183 | 20,68 | 2 802 | 20,98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 10 065 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 312 416 | 8,18 | 7 667 | 8,45 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 20 380 | 500 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 178 | 46,30 | 618 | 46,56 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28 084 | 688 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 29 632 | 0,04 | 727 | 0,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148 620 | 9,13 | 3 647 | 9,42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 69 972 | 2 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 44 214 | 0,84 | 1 085 | 1,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 101 564 | 37,77 | 2 492 | 38,14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32 042 | 0,23 | 786 | 0,51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 406 | 1,05 | 206 | 1,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15 744 | 0,13 | 386 | 0,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83 409 | 19,88 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 93 899 | 12,53 | 2 304 | 12,83 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 45 374 | 11,73 | 1 113 | 11,97 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14 123 | 347 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12 257 | 0,59 | 301 | 0,67 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 116 560 | 16,31 | 2 860 | 16,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 239 | −7,75 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 290 279 | 7,07 | 7 123 | 7,34 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16 537 | 0,67 | 406 | 0,75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 22 066 | 542 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2 542 | 0,20 | 62 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 422 | 14,00 | 1 311 | 14,21 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 26 314 | 12,10 | 646 | 12,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 431 703 | 7,83 | 10 594 | 8,09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 818 | 4,07 | 511 | 4,29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 83 356 | 2 046 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 000 | 221 |
