Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF includono Willis Johnson & Associates, Inc., Reuter James Wealth Management, Llc, Heritage Trust Co, Accurate Wealth Management, LLC, Wealthcare Advisory Partners LLC, Cvfg Llc, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Anchor Investment Management, LLC, Golden State Equity Partners, e Harbor 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5.846 | 0,67 | 128 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 267.567 | 19,12 | 5.836 | 17,97 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.064 | 0,66 | 23 | 0,00 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 40.000 | 873 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.636 | 15,36 | 232 | 14,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 30.061 | 3,46 | 656 | 2,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 118.820 | 12,10 | 2.586 | 10,80 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 65.016 | 25,20 | 1.432 | 25,75 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.429 | 0,52 | 424 | -0,47 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23.149 | 10,94 | 505 | 9,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 340.961 | 5,22 | 7.438 | 4,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 105.907 | 3,71 | 2.310 | 2,71 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 21.525 | 470 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 202.583 | 8,10 | 4.419 | 7,08 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 60.708 | 3,54 | 1.337 | 4,05 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11.532 | 8,66 | 252 | 7,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 229.396 | 3,75 | 5.004 | 2,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.400 | 140 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28.664 | 7,20 | 625 | 6,29 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 69.174 | 10,43 | 1.509 | 9,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 129.192 | 0,64 | 2.818 | -0,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 518.802 | 3,31 | 11.317 | 2,31 | ||||
| 2026-04-13 | 13F | Trust Co | 428 | 0,23 | 9 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 295.609 | 8,97 | 6.448 | 7,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 32.580 | 17,40 | 711 | 16,20 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10.943 | 239 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 162.700 | 14,51 | 3.549 | 13,42 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 38.935 | 0,32 | 849 | -0,59 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6.500 | 142 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 66.647 | 42,43 | 1.454 | 41,07 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 89.281 | 38,52 | 1.948 | 37,21 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 113.188 | 6,35 | 2.487 | 6,10 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 80.344 | 3,76 | 1.753 | 2,76 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 146.913 | 17,79 | 3.205 | 16,64 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 48.315 | 1,63 | 1.054 | 0,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95.559 | 1,22 | 2.084 | 0,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.943 | 239 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9.868 | 0,54 | 215 | -0,46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 332.099 | 15,63 | 7.244 | 14,53 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 43.232 | 33,78 | 943 | 32,63 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 45.023 | 982 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 13.342 | 291 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.362 | 23,82 | 30 | 20,83 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.444 | 228 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 34.271 | 158,82 | 748 | 156,70 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30.785 | 15,34 | 672 | 14,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 998 | 25,38 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 186.295 | 6,14 | 4.064 | 5,12 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14.923 | 328 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1.400 | 31 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 209.156 | 0,02 | 4.562 | -0,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 295.973 | 29,25 | 6.456 | 28,02 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 6.785 | 4,21 | 148 | 3,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13.677 | 298 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17.420 | 65,64 | 380 | 64,07 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 16.597 | 0,67 | 362 | -0,28 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 460.879 | 6,60 | 10.053 | 5,58 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16.635 | 30,42 | 363 | 29,29 |
