Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco BulletShares 2027 High Yield Corporate Bond ETF includono Verity Asset Management, Inc., Matthew Goff Investment Advisor, LLC, Altium Investment Strategies LLC, Old Second National Bank Of Aurora, River Street Advisors LLC, Sidoxia Capital Management, LLC, Lbmc Investment Advisors, Llc, Stablepoint Partners, LLC, Susquehanna International Group, Llp, Wiley Bros.-aintree Capital, Llc, Nautilus Advisors LLC, Intentional Wealth Strategies, LLC, Migdal Insurance & Financial Holdings Ltd., Western Wealth Management, LLC, Fifth Third Bancorp, e Community Financial Services Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 26.524 | 17,26 | 593 | 16,05 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 11.196 | 2,04 | 250 | 0,81 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 14.661 | 33,66 | 328 | 31,85 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 360.230 | 2,23 | 8.057 | 1,09 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 766.470 | 73,95 | 17.142 | 72,04 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 22.872 | 27,39 | 512 | 25,86 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 8.598 | 378,20 | 194 | 385,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 260.609 | 5.829 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 25.464 | 133,70 | 569 | 131,30 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 419 | 9 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 600 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.976.475 | 6,26 | 44.204 | 5,09 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 19.930 | 6,18 | 446 | 4,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.188 | 1,34 | 0 | |||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 317.782 | 7.107 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.177.150 | 16,54 | 26.327 | 15,26 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 123.176 | 0,90 | 2.755 | -0,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.858 | 0,43 | 42 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.441 | 77 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2.975 | 67 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 10.101 | 226 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 42.045 | 2,69 | 940 | 1,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 121.646 | 2.721 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 49.706 | 11,96 | 1.112 | 10,66 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 15.480 | 69,48 | 346 | 67,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 582.999 | 5,27 | 13.039 | 4,10 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14.202 | 318 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 131.052 | 18,74 | 2.931 | 17,43 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 31.166 | 11,90 | 697 | 10,81 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 234.696 | 8,92 | 5.249 | 7,72 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 22.570 | 0,91 | 505 | -0,20 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 303.170 | 5.950 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 186.901 | 8,00 | 4.180 | 6,82 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 268.330 | 3,22 | 6.010 | 2,23 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 20.990 | 10,53 | 469 | 9,32 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 28.070 | 4,53 | 628 | 3,29 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 252.878 | 2.741,33 | 5.656 | 2.713,43 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2.430 | 54 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 432.133 | 10,70 | 9.665 | 9,47 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 23.799 | 0,30 | 532 | -1,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 9.671 | 1,65 | 216 | 0,47 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 271.003 | 6.091 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 27.261 | 9,00 | 610 | 7,79 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 350.571 | 10,40 | 7.841 | 9,19 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 86.188 | 20,06 | 1.928 | 18,73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.120 | 47 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 65.660 | 4,53 | 1.469 | 3,31 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 40.695 | 20,49 | 910 | 19,27 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9.201 | 0,20 | 0 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 338.307 | 9,09 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 5.418 | 1,35 | 121 | 0,83 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2.873 | 44,30 | 64 | 42,22 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2.252.608 | 6,20 | 50.380 | 5,03 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 141.945 | 3.175 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 46.123 | 18,31 | 1.032 | 17,03 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 27.080 | 7,88 | 606 | 6,70 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15.550 | 24,80 | 349 | 24,20 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.138 | 14,08 | 473 | 12,65 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.357.172 | 69,04 | 30.353 | 67,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 159.918 | 1,89 | 3.577 | 0,76 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 196.925 | 12,55 | 4.398 | 11,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 2.200 | 49 | ||||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 29.618 | 662 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 176.295 | 6,30 | 3.914 | 4,35 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 326.920 | 5,15 | 7.312 | 3,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 48.787 | 3,86 | 1.091 | 2,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.000 | 45 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 491.544 | 7,75 | 10.993 | 6,56 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 75.321 | 1,62 | 1.685 | 0,48 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 132.979 | 6,79 | 2.974 | 5,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12.238 | 274 | ||||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 14.191 | 14,82 | 320 | 13,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 73.522 | 14,75 | 1.644 | 13,54 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 71.054 | 1.589 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15.033 | 1,08 | 336 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7.277 | 62,07 | 163 | 60,40 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 107.738 | 0,00 | 2.410 | -1,11 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 128.927 | 103,78 | 2.883 | 101,61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 536.744 | 149,59 | 12.004 | 146,84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 26.010 | 38,65 | 582 | 37,03 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 453.544 | 14,58 | 10.211 | 14,08 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 662.459 | 75,23 | 14.818 | 73,34 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 140.626 | 3.145 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 39.676 | 16,14 | 887 | 14,90 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 189.091 | 6,60 | 4.229 | 5,44 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.157 | 48 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 271.003 | 180,88 | 6.091 | 178,59 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 91.689 | 9,50 | 2.051 | 8,29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 58.236 | 78,34 | 1 | |||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 11.815 | 15,62 | 264 | 14,29 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 514 | 1,38 | 11 | 0,00 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 59.645 | 7,86 | 1.334 | 6,64 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 10.964 | 1,33 | 245 | 0,41 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 42.385 | 0,76 | 948 | -0,42 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 131.235 | 12,96 | 2.935 | 11,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.612.081 | 14,99 | 36.054 | 13,72 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 27.267 | 10,69 | 610 | 9,34 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 294.237 | 13,49 | 6.654 | 132.980,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16.248 | 363 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 62.990 | 17,37 | 1.411 | 16,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 617.617 | 39,45 | 13.813 | 37,92 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7.752 | 0,08 | 173 | -1,14 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 294.172 | 21,84 | 6.579 | 20,52 |
