Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF includono Cornerstone Planning, LLC, Integrated Advisors Network LLC, Duncan Williams Asset Management, LLC, Modern Wealth Management, LLC, Charles Schwab Investment Management Inc, Accurate Wealth Management, LLC, Semitam Bonam Llc, Stratos Wealth Advisors, LLC, Hrt Financial Lp, Strathmore Capital Advisors, Inc., XY Planning Network, Inc., Fiduciary Trust Co, World Equity Group, Inc., Seek First Inc., CapWealth Advisors, LLC, Alerus Financial Na, Midwest Trust Co, Signature Resources Capital Management, LLC, O'shaughnessy Asset Management, Llc, e Angeles Wealth Management, Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17.525 | 0,21 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 197.547 | 0,89 | 4.085 | 0,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 23.520 | 153,04 | 486 | 153,13 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 450.510 | 6,73 | 9.317 | 6,72 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 175.973 | 2,14 | 3.639 | 2,16 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243.006 | 53,44 | 5.025 | 53,44 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 375 | 1,63 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 153.460 | 5,66 | 3.174 | 5,66 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 13.977 | 3,29 | 289 | 3,58 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 332.732 | 5,51 | 6.881 | 5,51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40.717 | 842 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80.158 | 23,34 | 1.658 | 23,38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 326.771 | 6.758 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.863 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 85.071 | 238,63 | 1.759 | 238,92 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 978.796 | 3,14 | 20.241 | 3,14 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 13.605 | 281 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 17.058 | 10,87 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 52.108 | 1,10 | 1.078 | 1,13 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 78.114 | 3,90 | 1.615 | 3,93 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 545.724 | 6,32 | 11.286 | 6,32 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 29.995 | 3,65 | 620 | 3,68 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 1.083.748 | 22.379 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 88.907 | 1.841 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.257.303 | 7,06 | 26.006 | 7,06 | ||||
| 2025-07-28 | 13F | Tlwm | 1.207.241 | 0,83 | 24.966 | 0,83 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 66.910 | 2,93 | 1.384 | 2,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 438.558 | 13,09 | 9.069 | 13,09 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115.524 | 4,06 | 2.389 | 4,10 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 18.199 | 22,71 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 310.640 | 2,33 | 6.424 | 2,34 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 61.134 | 58,65 | 1.264 | 58,79 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 30.601 | 135,99 | 633 | 135,82 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 38.814 | 5,66 | 803 | 5,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 39.882 | 187,85 | 825 | 188,11 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30.497 | 45,86 | 631 | 46,17 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5.772 | 119 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.770 | 99 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 49.755 | 11,18 | 1.029 | 11,14 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 303.166 | 1,01 | 6.269 | 1,02 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28.052 | 86,13 | 580 | 86,50 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 25.122 | 68,98 | 520 | 69,06 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 12.099 | 3,52 | 250 | 3,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 642.204 | 2,81 | 13.281 | 2,81 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 161.234 | 3,19 | 3.334 | 3,19 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 13.797 | 0,29 | 285 | 0,35 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 167.211 | 68,00 | 3.458 | 67,98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 654.920 | 17,71 | 13.544 | 17,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 67.517 | 89,60 | 1.396 | 89,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 85.453 | 100,66 | 1.767 | 100,80 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 977 | 20 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 132.258 | 795,94 | 2.735 | 796,72 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26.668 | 0,08 | 552 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 31.330 | 649 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 140.560 | 1,34 | 2.907 | 1,32 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 56.218 | 6,57 | 1.163 | 6,61 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 48.536 | 1,06 | 1.004 | 1,01 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 47.094 | 7,36 | 974 | 7,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 125.031 | 1,93 | 2.586 | 1,93 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 47.820 | 11,46 | 989 | 11,39 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 11.036 | 5,81 | 228 | 6,05 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 196.333 | 1,97 | 4.060 | 1,98 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 113.714 | 1,06 | 2.352 | 1,03 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 176.763 | 19,82 | 3.655 | 19,84 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 35.049 | 10,01 | 725 | 10,03 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 37.795 | 9,05 | 782 | 9,08 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 11.350 | 235 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35.198 | 0,38 | 728 | 0,41 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 28.968 | 3,29 | 599 | 3,45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30.856 | 638 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 193.491 | 17,35 | 4.001 | 17,37 | ||||
| 2025-07-09 | 13F | St. Louis Financial Planners Asset Management, LLC | 478.128 | 28,81 | 9.888 | 28,80 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 12.515 | 259 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 343.672 | 0,77 | 7.107 | 0,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.640.690 | 2,98 | 33.929 | 2,98 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 174.758 | 3,55 | 3.614 | 3,52 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 12.092 | 21,02 | 250 | 21,36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 554.502 | 363,04 | 11.467 | 363,13 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 300.089 | 2,02 | 6.206 | 2,02 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 670.852 | 13.873 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 14.470 | 573,02 | 299 | 579,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 54.347 | 12,42 | 1.124 | 12,53 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 598.265 | 12.372 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 49.758 | 44,42 | 1.029 | 44,52 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 23.988 | 496 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 9.010 | 186 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 620.827 | 0,39 | 12.839 | 0,38 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 17.919 | 5,70 | 371 | 5,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 280.990 | 1,31 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 66.580 | 1 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.164 | 1,07 | 45 | 0,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 23.779 | 37,77 | 492 | 37,92 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 62.235 | 12,08 | 1.287 | 12,11 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 14.099 | 13,41 | 292 | 13,23 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 55 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 177.423 | 18,75 | 3.669 | 18,78 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 299.375 | 4,08 | 6.191 | 4,09 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 73.706 | 1.524 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 251.558 | 9,41 | 5.202 | 9,42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 206.714 | 0,98 | 4.275 | 0,97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 90.253 | 2,75 | 1.866 | 2,75 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 88.611 | 105,22 | 1.838 | 105,94 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 24.864 | 2,67 | 514 | 2,80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31.257 | 3,60 | 646 | 3,69 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 10.729 | 222 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20.300 | 7,80 | 420 | 7,71 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.632 | 0,62 | 34 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 617.314 | 3,02 | 12.766 | 3,02 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 622 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 755.333 | 15.620 | ||||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35.867 | 0,04 | 742 | 0,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 341.869 | 9,05 | 7.073 | 9,17 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 196.553 | 6,95 | 4.065 | 6,95 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 35.325 | 4,14 | 731 | 4,14 | ||||
| 2025-07-18 | NP | IPSAX - IPS Strategic Capital Absolute Return Fund Institutional Class Shares | 514.021 | 1,01 | 10.630 | 1,01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 355.530 | 62,45 | 7 | 75,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 70.468 | 1.457 | ||||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 13.923 | 0,28 | 288 | 0,00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 52.867 | 17,89 | 1.093 | 17,91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2.050 | -0,68 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 25.725 | 0,39 | 532 | 0,38 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 35.946 | 225,83 | 743 | 225,88 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1.420 | 216 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.234.766 | 8,63 | 26 | 8,70 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 35.162 | 727 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 21.957 | 3,56 | 454 | 3,89 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 354.080 | 4,38 | 7.322 | 4,38 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 171.498 | 3.548 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.369.642 | 0,96 | 28.324 | 0,96 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 19.324 | 400 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 10.600 | 219 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.359 | 28 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1.037.356 | 13,07 | 21.453 | 13,07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 273 | 1,11 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27.095 | 0,64 | 560 | 0,72 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.310.149 | 1.717,90 | 112 | -95,77 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 40.876 | 1,46 | 845 | 1,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6.357.842 | 4,38 | 131.480 | 4,38 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 125.873 | 1,18 | 2.603 | 1,21 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.825.354 | 15,89 | 58.428 | 15,89 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55.551 | 9,81 | 1.149 | 9,75 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 49.617 | 1.026 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 9.898 | 205 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 14.408 | 0,14 | 298 | 0,00 |
