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 Modern Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Cornerstone Wealth Management, LLC, Hrt Financial Lp, Landaas & Co /wi /adv, Anchor Investment Management, LLC, BRYN MAWR TRUST Co, Farther Finance Advisors, LLC, e Elequin Capital Lp .
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 | 162.916 | 5,58 | 3.785 | 5,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18.435 | 2,15 | 428 | 2,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248.437 | 25,17 | 6 | 25,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31.739 | 111,73 | 737 | 112,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16.140 | 51,62 | 375 | 51,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 141.405 | 2,83 | 3.293 | 3,33 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27.984 | 650 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96.996 | 31,39 | 2.253 | 31,75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29.530 | 3,83 | 686 | 3,95 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128.670 | 8,43 | 2.989 | 8,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9.236 | 0 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 11.138 | 8,10 | 259 | 8,40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.241 | 99 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47.270 | 14,56 | 1.098 | 14,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160.412 | 6,80 | 3.726 | 7,07 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11.070 | 257 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15.190 | 0,73 | 353 | 0,86 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 20.016 | 2,98 | 465 | 3,11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88.665 | 10,27 | 2.060 | 10,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16.015 | 13,61 | 372 | 14,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9.675 | 0,73 | 225 | 0,90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48.638 | 1.130 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 125.103 | 35,13 | 2.906 | 35,48 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 8.643 | 201 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.332 | 25,43 | 286 | 25,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.447 | 34 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23.899 | 58,05 | 554 | 58,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53.062 | 8,70 | 1.233 | 8,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21.583 | 501 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12.197 | 3,68 | 283 | 4,04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 37.989 | 17,70 | 882 | 18,07 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 15.030 | 94,44 | 349 | 94,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55.955 | 16,03 | 1.300 | 16,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23.860 | 0,72 | 554 | 0,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 22.572 | 4,74 | 524 | 5,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15.125 | 351 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 239.863 | 11,53 | 5.572 | 11,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255.967 | 6,45 | 5.946 | 6,71 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5.000 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 207.092 | 25,04 | 4.811 | 25,33 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15.376 | 357 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14.786 | 16,33 | 343 | 16,67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 320 | 7 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14.256 | 22,84 | 331 | 23,51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 464 | 12,35 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19.813 | 0,26 | 460 | 0,44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100.346 | 14,24 | 2.331 | 14,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 153.023 | 11,51 | 3.555 | 11,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.183 | 120 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 215.072 | 3,19 | 4.996 | 3,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 377.436 | 10,28 | 8.768 | 10,54 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 60.384 | 42,59 | 1.403 | 42,92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.540 | 10,79 | 477 | 11,19 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8.790 | 0,62 | 204 | 0,99 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 50.876 | 3,60 | 1.182 | 3,78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 259.773 | 20,91 | 6.035 | 21,19 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 21.653 | 67,10 | 503 | 67,33 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 251.708 | 5.847 |
