Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF includono Modern Wealth Management, LLC, Hills Bank & Trust Co, Foundations Investment Advisors, LLC, SFE Investment Counsel, Colony Group, LLC, Laurel Wealth Advisors LLC, Heritage Trust Co, Mindset Wealth Management, Llc, Bill Few Associates, Inc., SJS Investment Consulting Inc., O'shaughnessy Asset Management, Llc, Angeles Wealth Management, Llc, Cwm, Llc, SOUTH STATE Corp, AE Wealth Management LLC, e Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48 | 1 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 89.989 | 23,58 | 1.488 | 25,27 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50.546 | 77,30 | 841 | 81,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 365.231 | 9,47 | 6.037 | 10,95 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2.062.293 | 99,03 | 34.090 | 101,72 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 11.470 | 190 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2.920.697 | 8,00 | 48.279 | 9,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15.781 | 1,23 | 261 | 2,36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.389 | 39 | ||||||
| 2025-08-05 | 13F | Ellevest, Inc. | 100.843 | 2,01 | 1.667 | 3,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 80.375 | 12,73 | 1.329 | 14,29 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23.272 | 1,11 | 385 | 2,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 518.421 | 8.569 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23.549 | 27,64 | 389 | 29,67 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44.086 | 2,37 | 729 | 3,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86.788 | 138,93 | 1.435 | 142,23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74.073 | 30,92 | 1.224 | 32,75 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7.736.496 | 9,52 | 126.492 | 11,08 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 131.339 | 19,45 | 2.171 | 21,08 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33.298 | 8,48 | 550 | 10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9.159.336 | 20,62 | 151.404 | 22,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21.403 | 3,87 | 354 | 5,06 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 37.231 | 0,14 | 615 | 1,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 589.776 | 11,41 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 389.625 | 1,56 | 6.441 | 2,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39.268 | 54,46 | 649 | 56,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 136.106 | 3,71 | 2.250 | 5,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 854.762 | 7,84 | 14.129 | 9,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36.181 | 7,31 | 598 | 8,93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416.568 | 5,51 | 6.886 | 6,93 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 29.165 | 5,87 | 482 | 7,35 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 121.536 | 4,57 | 2.009 | 5,96 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 30.425 | 78,59 | 503 | 81,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98.534 | 2,36 | 1.629 | 3,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 184.988 | 5,45 | 3.058 | 6,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.575 | 2,67 | 26 | 8,33 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95.558 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.720.974 | 14,69 | 28.448 | 16,23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13.186 | 1,24 | 218 | 2,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156.132 | 4,42 | 2.573 | 5,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13.439 | 4,11 | 222 | 5,71 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12.000 | 198 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 25.304 | 8,87 | 418 | 10,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.011 | 1,24 | 50 | 2,08 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 531.095 | 14,86 | 8.779 | 16,40 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 77.549 | 4,19 | 1.282 | 5,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 261.471 | 11.403,34 | 4.322 | 11.581,08 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 84.528 | 0,76 | 1.397 | 2,12 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 86.142 | 1,24 | 1.424 | 2,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16.162 | 11,45 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.557.892 | 4,87 | 42.282 | 6,28 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18.893 | 312 | ||||||
| 2025-08-07 | 13F | SFE Investment Counsel | 33.195 | 549 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 34.743 | 52,71 | 574 | 54,72 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 27.255 | 12,41 | 451 | 13,92 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 135.393 | 28,37 | 2.238 | 30,12 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.014.341 | 14,41 | 16.767 | 15,96 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 145.047 | 2.398 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17.511 | 0,16 | 289 | 1,40 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 603.837 | 1,04 | 9.981 | 2,40 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13.189 | 13,19 | 218 | 14,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4.007 | 66 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 17.568 | 290 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 10.249 | 124,27 | 169 | 128,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75.229 | 14,83 | 1.244 | 16,39 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 16.061 | 265 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 602.950 | 0,89 | 9.967 | 2,25 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 33.676 | 35,00 | 549 | 38,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 862.490 | 6,33 | 14.257 | 7,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118.262 | 19,66 | 1.955 | 21,29 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 16.800 | 3,11 | 278 | 4,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 305.772 | 26,83 | 5.036 | 28,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35.161 | 135,29 | 581 | 139,09 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 153.435 | 4,53 | 2.536 | 5,93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 185.678 | 39,13 | 3.069 | 41,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61.286 | 22,83 | 1.013 | 24,60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14.942 | 48,53 | 247 | 50,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 472.144 | 23,83 | 7.805 | 25,51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142.438 | 12,49 | 2.355 | 13,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 165 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.603 | 43 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39.935 | 660 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12.883 | 10,24 | 213 | 11,58 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72.687 | 0,24 | 1.202 | 1,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3.468.469 | 3,72 | 57.334 | 5,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306.276 | 8,04 | 5 | 25,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 297.073 | 5,65 | 4.911 | 7,09 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 360.661 | 7,17 | 5.962 | 8,60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 928 | 42,62 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.814.358 | 27,31 | 29.991 | 29,03 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 80.143 | 6,27 | 1.325 | 7,64 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 290.810 | 8,02 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 152.261 | 6,08 | 2.517 | 7,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 107.039 | 4,49 | 1.769 | 5,93 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 89.531 | 0,97 | 1.480 | 2,28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 80.578 | 103,59 | 1.332 | 106,36 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 68.340 | 4,18 | 1.130 | 5,61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 305.600 | 106,35 | 5.052 | 109,15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 366.505 | 18,09 | 6.058 | 19,70 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1.037.074 | 20,43 | 17.143 | 22,05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16.530 | 1 | ||||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1.037.817 | 4,12 | 17.155 | 5,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.088.844 | 6,07 | 17.999 | 7,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.658.455 | 8,69 | 27.411 | 10,16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10.600 | 175 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13.856 | 0,62 | 229 | 2,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.597.465 | 41,83 | 42.936 | 43,74 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61.376 | 5,39 | 1.015 | 7,76 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14.420 | 2,57 | 238 | 3,93 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 37.973 | 27,44 | 628 | 31,17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69.376 | 5,41 | 1.147 | 6,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17.634 | 110,05 | 291 | 113,97 |
