Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF includono DRSK - Aptus Defined Risk ETF, Motley Fool Wealth Management, LLC, Modern Wealth Management, LLC, Jpmorgan Chase & Co, Lido Advisors, LLC, Coordinated Financial Services, Inc./CO, Allen Capital Group, LLC, Ameritas Advisory Services, LLC, e Steward Partners Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 23.845 | 36,73 | 506 | 38,74 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9.626 | 0,06 | 204 | 2,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120.537 | 7,27 | 2.555 | 8,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10.059 | 13,58 | 213 | 15,76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 78.195 | 2,14 | 1.658 | 3,63 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12.595 | 263 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 298.864 | 6.336 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 473.771 | 0,74 | 10.044 | 2,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6.025.655 | 57,16 | 127.744 | 59,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54.073 | 30,64 | 1.146 | 32,64 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 52.576 | 9,32 | 1.115 | 10,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12.916 | 274 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 206.604 | 0,25 | 4.380 | 1,74 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12.002 | 254 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 10.817 | 2,74 | 229 | 4,57 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 54.102 | 9,51 | 1.147 | 11,05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 418 | 59,16 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 6.296 | 24,13 | 133 | 26,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13.804 | 0,74 | 293 | 2,10 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 200.560 | 11,19 | 4.252 | 12,82 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 3.916.823 | 81.783 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 198.068 | 5,20 | 4.199 | 6,76 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15.532 | 3,96 | 329 | 5,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 231.499 | 35,16 | 4.887 | 36,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287.308 | 10,22 | 6.091 | 11,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 128.620 | 8,47 | 2.727 | 10,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288.998 | 17,36 | 6.127 | 19,09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 437.162 | 4,50 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 87.194 | 6,75 | 1.849 | 8,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 36.149 | 26,80 | 765 | 28,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 293.235 | 6.217 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22.583 | 5,45 | 479 | 6,94 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 54.866 | 4,92 | 1.163 | 6,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 103.040 | 97,37 | 2.184 | 100,37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 250 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195.243 | 10,01 | 4.139 | 11,65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 118.243 | 1,43 | 2.507 | 2,92 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 45.543 | 4,12 | 966 | 5,70 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 77.592 | 19,52 | 1.645 | 21,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.280.249 | 1,99 | 48.352 | 3,52 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 298.864 | 12,01 | 6.336 | 13,67 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1.800 | 166,67 | 38 | 184,62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25.642 | 0,75 | 544 | 2,26 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.339.744 | 6,09 | 28.403 | 7,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 308.515 | 2,99 | 6.541 | 5,40 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 68.890 | 22,60 | 1.460 | 24,47 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 162.946 | 3,13 | 3.454 | 4,67 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 155.515 | 3,85 | 3.297 | 5,37 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 39.613 | 4,74 | 840 | 6,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146.014 | 8,48 | 3.095 | 10,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34.736 | 3,27 | 736 | 4,84 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 59.227 | 1,28 | 1.256 | 2,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25.100 | 532 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.337.589 | 6,97 | 28.357 | 8,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.620 | 119 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24.172 | 6,65 | 512 | 8,25 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 16.242 | 31,13 | 344 | 33,33 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12.757 | 6,75 | 270 | 9,76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 596.948 | 12.655 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60.682 | 3,23 | 1.286 | 4,81 |
