Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF includono Jones Financial Companies Lllp, Bank Of America Corp /de/, Farther Finance Advisors, LLC, Opulen Financial Group LLC, Goldman Sachs Group Inc, Independence Bank of Kentucky, Redmond Asset Management, LLC, UBS Group AG, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, NorthAvenue LLC, Addison Advisors LLC, Capital Analysts, Inc., Advisory Services Network, LLC, Fifth Third Bancorp, e Key FInancial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | River Wealth Advisors LLC | 41.888 | 328,39 | 860 | 323,15 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 70.144 | 113,54 | 1.439 | 110,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.643 | 0 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 8.731 | 179 | ||||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 68.233 | 9,53 | 1.400 | 8,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 142.737 | 1,08 | 2.929 | -0,34 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 51.585 | 135,96 | 1.059 | 133,04 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 89.668 | 0,38 | 1.840 | -1,02 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17.545 | 360 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 381.734 | 199,98 | 7.833 | 195,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 450 | 9 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13.234 | 10,25 | 272 | 8,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 115.057 | 61,13 | 2.361 | 58,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.076 | 43 | ||||||
| 2026-04-20 | 13F | YANKCOM Partnership | 13.410 | 3,68 | 275 | 2,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 59.970 | 1.231 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 62.897 | 165,00 | 1.291 | 161,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41.416 | 850 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110.372 | 108,21 | 2.265 | 105,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.543 | 196 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.971.715 | 1.881,76 | 40.460 | 1.854,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 131.187 | 2.657 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.460 | 9,36 | 30 | 7,41 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 165.848 | 139,51 | 3.403 | 136,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 138.342 | 36,15 | 2.839 | 34,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 17.746 | 5,49 | 364 | 4,00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 11.602 | 26,01 | 238 | 24,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 119.591 | 31,27 | 2.454 | 29,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 198.853 | 30,26 | 4.080 | 28,46 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 40.084 | 20,70 | 823 | 18,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10.515 | 216 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 37.010 | 13,02 | 759 | 11,45 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 77.370 | 3,96 | 1.588 | 2,52 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4.735 | 8,73 | 97 | 7,78 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 35.421 | 4,19 | 727 | 2,69 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 19.476 | 1,03 | 400 | -0,50 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 37.206 | 23,46 | 763 | 21,69 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 26.974 | 554 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.885 | 367 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 16.874 | 15,85 | 346 | 14,19 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 153.760 | 3.155 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 37.440 | 35,16 | 768 | 33,33 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 891.218 | 7,51 | 18.288 | 6,01 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 75.780 | 25,46 | 1.555 | 23,81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 115.342 | 47,84 | 2.367 | 45,78 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 146.646 | 110,15 | 3.009 | 107,23 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 100 | 2 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 11.261 | 231 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16.285 | 2,10 | 334 | 0,91 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6.777 | 10,77 | 139 | 9,45 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 6.769 | 60,02 | 139 | 56,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 92.719 | 8.313,70 | 1.903 | 8.545,45 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 7.939 | 163 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2.881 | 59 |
