Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF inkluderar Elequin Capital Lp, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Landaas & Co /wi /adv, Ameriprise Financial Inc, Legacy Private Trust Co., SNS Financial Group, LLC, Western Wealth Management, LLC, Coastal Bridge Advisors, LLC, BRYN MAWR TRUST Co, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 202 | 2,16 | 427 | 1,91 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8 554 | 201 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 435 | 34 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183 010 | 9,90 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 315 561 | 13,08 | 7 406 | 12,69 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128 734 | 11,75 | 3 021 | 11,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49 939 | 0,44 | 1 172 | 0,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 587 | 0,38 | 37 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 201 020 | 2,40 | 4 741 | 2,55 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27 514 | 646 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 100 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133 095 | 44,41 | 3 124 | 43,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 220 | 7,69 | 780 | 7,30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 823 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 200 | 99 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 014 | 0,73 | 352 | 0,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 165 074 | 6,31 | 3 874 | 5,96 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11 175 | 262 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 15 923 | 1,02 | 374 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 984 | 6,71 | 258 | 6,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 42 784 | 0,72 | 1 004 | 0,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 238 | 25,42 | 287 | 25,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 762 | 19,23 | 370 | 18,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89 127 | 9,52 | 2 092 | 9,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 241 | 55,18 | 404 | 54,79 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12 061 | 283 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 75 387 | 17,37 | 1 769 | 17,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 120 405 | 52,68 | 2 826 | 52,13 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 22 857 | 539 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21 380 | 502 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 23 226 | 38,23 | 545 | 37,97 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 29 061 | 28,66 | 682 | 28,44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46 275 | 14,54 | 1 086 | 14,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 63 104 | 13,88 | 1 481 | 13,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257 482 | 11,47 | 6 043 | 11,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 59 049 | 321,33 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58 267 | 6,33 | 1 368 | 5,97 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 34 337 | 0,96 | 806 | 0,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 445 666 | 1,14 | 10 460 | 0,79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 22 808 | 10,65 | 535 | 10,31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11 221 | 263 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 690 | 16,45 | 345 | 15,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73 984 | 22,43 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 867 | 47,03 | 419 | 46,50 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 16 977 | 11,85 | 398 | 11,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30 820 | 0,06 | 723 | −0,28 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 16 977 | 398 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 89 011 | 2 089 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 303 | −37,14 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 403 | 0,20 | 363 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 106 949 | 1,85 | 2 510 | 1,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169 885 | 7,45 | 3 987 | 7,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 949 | 586,80 | 210 | 600,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 236 | 0,72 | 52 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 293 809 | 7,34 | 6 896 | 6,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49 476 | 7,40 | 1 161 | 7,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 312 | 17,95 | 571 | 17,53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10 665 | 250 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 426 482 | 25,84 | 10 010 | 25,41 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10 659 | 0,73 | 250 | 0,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 566 | 0,63 | 201 | 0,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78 411 | 0,06 | 1 840 | −0,27 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48 346 | 3,27 | 1 135 | 2,90 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16 980 | 29,32 | 399 | 28,80 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25 872 | 49,36 | 607 | 49,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24 058 | 3,67 | 565 | 3,30 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11 040 | 259 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 140 666 | 3 301 |
