Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF inkluderar Elequin Capital Lp, Accurate Wealth Management, LLC, Foronjy Financial Llc, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Yarger Wealth Strategies, Llc, Western Wealth Management, LLC, SNS Financial Group, LLC, Ameriprise Financial Inc, Landaas & Co /wi /adv, Axxcess Wealth Management, Llc, Mutual Advisors, 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 | 165 321 | 11,55 | 3 895 | 11,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 026 | 89,12 | 71 | 91,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 796 | 0,67 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 153 | 0,02 | 286 | 0,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 111 085 | 9,94 | 2 617 | 9,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 149 868 | 1,39 | 3 526 | 1,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17 608 | 2,18 | 415 | 1,97 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 31 181 | 188,77 | 735 | 187,84 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 20 236 | 4,38 | 477 | 4,16 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8 485 | 200 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149 088 | 32,55 | 3 513 | 32,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 754 | 6,41 | 418 | 6,36 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 20 415 | 0,20 | 481 | −0,21 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 033 | 0,71 | 354 | 0,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160 743 | 6,17 | 3 787 | 5,96 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 214 | 99 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 900 | 257 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13 216 | 1,22 | 311 | 0,97 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 73 835 | 14,41 | 1 740 | 14,18 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 129 978 | 45,15 | 3 062 | 44,84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89 748 | 10,91 | 2 114 | 10,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 204 | 9,07 | 358 | 8,81 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 104 371 | 6,28 | 2 459 | 6,04 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 176 | 24,55 | 287 | 24,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60 907 | 8,24 | 1 435 | 7,98 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 9 986 | 235 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 169 | 0,73 | 216 | 1,42 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 15 338 | 6,97 | 361 | 6,80 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 17 082 | 402 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18 091 | 91,18 | 426 | 90,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35 457 | 49,34 | 835 | 49,11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23 412 | 13,32 | 552 | 13,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 640 934 | 1,19 | 15 100 | 0,98 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 410 | 244 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 23 724 | 560 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 27 830 | 29,94 | 656 | 29,70 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21 245 | 501 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 340 698 | 15,96 | 8 027 | 15,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57 444 | 15,20 | 1 353 | 14,95 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46 348 | 14,44 | 1 092 | 14,12 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 21 440 | 42,81 | 505 | 42,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67 542 | 395,94 | 2 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56 185 | 21,78 | 1 324 | 21,49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 935 | 210 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 26 036 | 48,78 | 613 | 48,43 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22 530 | 531 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81 897 | 20,26 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 254 | 242 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 478 | 0,97 | 223 | 0,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32 899 | 17,83 | 775 | 17,60 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78 182 | 3,38 | 1 842 | 3,14 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 18 536 | 14,46 | 437 | 14,14 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 18 536 | 437 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27 234 | 642 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8 993 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 685 | 16,46 | 346 | 16,16 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 11 077 | 13,02 | 261 | 12,55 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30 660 | 0,06 | 722 | −0,14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 338 | −40,04 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 131 581 | 14,54 | 3 100 | 14,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 159 077 | 4,26 | 3 748 | 4,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 060 | 25 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 296 072 | 4,27 | 6 975 | 4,04 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 15 546 | 0,71 | 366 | 0,55 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10 620 | 250 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 375 | 0,73 | 32 | 0,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 57 914 | 0,56 | 1 364 | 0,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 500 997 | 18,43 | 11 803 | 18,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27 410 | 8,73 | 646 | 8,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 12 599 | 0,71 | 297 | 0,34 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 55 773 | 150,97 | 1 314 | 150,76 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 63 128 | 1,85 | 1 487 | 1,64 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 44 212 | 14,65 | 1 042 | 14,40 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 12 953 | 8,37 | 305 | 8,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 132 059 | 7,85 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34 883 | 2,49 | 822 | 2,24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 18 302 | 431 |
