Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF includono Financial Solutions Advisory Group, Inc., Willis Johnson & Associates, Inc., Baird Financial Group, Inc., Atria Investments Llc, Old Second National Bank Of Aurora, BridgePort Financial Solutions, LLC, Kestra Private Wealth Services, Llc, Arlington Capital Management, Inc., Mission Wealth Management, Lp, Cvfg Llc, Golden State Equity Partners, Western Wealth Management, LLC, Intentional Wealth Strategies, LLC, e IFP Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Colony Group, LLC | 108.401 | 7,81 | 2.547 | 8,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 19.583 | 99,60 | 458 | 99,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 77.610 | 32,56 | 1.814 | 31,93 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 18.533 | 29,78 | 434 | 29,25 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 34.075 | 33,24 | 797 | 32,61 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11.493 | 225,67 | 269 | 226,83 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 27.315 | 44,64 | 639 | 44,24 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 138.381 | 3.237 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.986 | 280 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18.282 | 0,55 | 428 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17.167 | 45,80 | 402 | 45,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 20.886 | 29,82 | 489 | 29,10 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 53.848 | 2,02 | 1.265 | 2,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 128.496 | 4,26 | 3.006 | 3,80 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 15.117 | 354 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 147.209 | 7,25 | 3.444 | 6,76 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 23.467 | 10,75 | 549 | 10,46 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.118 | 50 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 158.601 | 15,03 | 3.710 | 14,51 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 348.362 | 62,95 | 8.150 | 62,23 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 9.824 | 230 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 69.580 | 6,39 | 1.628 | 5,92 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 166.667 | 132,92 | 3.899 | 131,95 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 39.769 | 0,10 | 930 | -0,32 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9.830 | 230 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 23.087 | 540 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.881 | 21,48 | 348 | 21,25 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 80.083 | 23,73 | 1.874 | 23,22 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 15.266 | 11,50 | 357 | 11,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 511.146 | 6,82 | 11.958 | 6,34 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 112.648 | 0,12 | 2.644 | -0,26 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.048 | 25 | ||||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 11.618 | 272 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 12.286 | 287 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11.359 | 12,89 | 266 | 12,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 53.605 | 10,02 | 1.254 | 9,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 74.207 | 1.736 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 292.733 | 13,78 | 6.848 | 13,28 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 13.777 | 32,28 | 322 | 31,97 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30.973 | 244,83 | 725 | 243,13 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 26.236 | 16,41 | 614 | 15,88 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 397.944 | 4,98 | 9.310 | 4,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 61.441 | 5,77 | 1.437 | 5,27 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 115.133 | 11,81 | 2.694 | 11,37 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 156.027 | 10,36 | 3.650 | 9,87 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 57.119 | 75,97 | 1.336 | 75,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 244 | 6 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 9.413 | 220 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 8.947 | 0,57 | 209 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42.383 | 992 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 217.799 | 0,63 | 5.095 | 0,18 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 16.979 | 397 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 661 | 63,77 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 30.769 | 0,98 | 720 | 0,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 264.396 | 16,58 | 6.186 | 16,06 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 59.703 | 46,37 | 1.397 | 45,72 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 36.609 | 19,40 | 860 | 19,11 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 19.382 | 63,16 | 453 | 62,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 129.700 | 10,73 | 3.034 | 10,25 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 22.856 | 535 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 27.995 | 3,17 | 655 | 2,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24.168 | 29,28 | 565 | 28,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.850 | 160 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 25.050 | 13,71 | 586 | 13,35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 28.011 | 18,01 | 655 | 17,59 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 29.471 | 0,19 | 689 | -0,43 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 114.095 | 347,33 | 3 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41.195 | 0,16 | 964 | -0,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.180 | 51 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 301.233 | 0,80 | 7.047 | 0,36 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 17.369 | 406 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 168.022 | 6,30 | 3.931 | 5,82 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 27.200 | 81,33 | 636 | 80,68 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15.508 | 0,68 | 363 | 0,28 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12.494 | 12,89 | 292 | 12,31 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 27.528 | 4,45 | 644 | 4,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 401.500 | 8,89 | 9.393 | 8,40 | ||||
| 2026-04-13 | 13F | Trust Co | 402 | 0,25 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 32.878 | 33,49 | 769 | 33,04 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 86.920 | 13,83 | 2.034 | 13,32 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 43.956 | 19,22 | 1.028 | 18,71 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 246.890 | 13,23 | 5.776 | 12,72 |
