Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF inkluderar Hills Bank & Trust Co, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, och Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33 339 | 1,57 | 1 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23 445 | 3,60 | 483 | 2,99 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119 087 | 11,80 | 2 456 | 11,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48 725 | 14,21 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41 004 | 6,33 | 848 | 6,01 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 101 547 | 48,42 | 2 094 | 47,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 105 613 | 45,25 | 2 178 | 44,46 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 26 048 | 537 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 289 | 145,07 | 851 | 143,84 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 775 | 25,19 | 119 | 25,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 490 | −0,61 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 121 289 | 0,83 | 2 501 | 0,28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 177 165 | 10,83 | 3 653 | 10,26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 156 969 | 11,01 | 3 237 | 10,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 938 | 0,86 | 19 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 334 | 79,29 | 357 | 78,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 278 | 6 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 336 | 13,48 | 914 | 12,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 185 369 | 0,72 | 3 822 | 0,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 572 | 91,20 | 775 | 90,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 548 | 0,19 | 795 | −0,38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 437 | 0,28 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 52 138 | 1,15 | 1 075 | 0,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 92 818 | 139,07 | 1 914 | 137,94 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 805 | 26,88 | 285 | 26,22 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 62 646 | 0,95 | 1 292 | 0,39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 86 500 | 28,72 | 1 784 | 28,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 881 | 0,79 | 121 | 0,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81 118 | 2,18 | 1 673 | 1,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 28 020 | 5,59 | 578 | 4,91 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 50 511 | 1 042 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 160 769 | 23,76 | 3 315 | 23,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15 299 | 76,34 | 315 | 75,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 132 235 | 15,34 | 2 727 | 14,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47 344 | 13,17 | 976 | 12,57 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 24 351 | 502 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 48 434 | 8,77 | 999 | 8,13 |
