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 Elequin Capital Lp, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Avantax Advisory Services, Inc., Farther Finance Advisors, LLC, e WFA of San Diego, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 65.522 | 7,82 | 1.409 | 7,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 159.779 | 6,32 | 3.435 | 5,92 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 21.392 | 23,29 | 460 | 22,73 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 30.178 | 649 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47.264 | 26,30 | 1.016 | 25,90 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 77.698 | 9,59 | 1.682 | 9,94 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140.313 | 8,08 | 3.017 | 7,68 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 103.636 | 13,93 | 2.228 | 13,56 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29.405 | 5,41 | 632 | 5,16 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 23.327 | 502 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32.791 | 35,73 | 705 | 35,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 122.513 | 29,89 | 2.634 | 29,43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18.326 | 47,40 | 394 | 47,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 97.290 | 7,86 | 2.092 | 7,45 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.726 | 0,76 | 123 | 0,82 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 16.257 | 0,76 | 350 | 0,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47.904 | 423,94 | 1.029 | 422,34 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13.279 | 26,72 | 286 | 26,11 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 99.196 | 0,74 | 2.133 | 0,38 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 131.932 | 46,41 | 2.837 | 45,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45.811 | 8,14 | 985 | 7,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.567 | 34 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 7.900 | 170 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 231.368 | 6,56 | 4.974 | 6,17 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 45.804 | 9,05 | 985 | 8,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56.073 | 5,71 | 1.206 | 5,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47.013 | 14,21 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 59.367 | 54,82 | 1.276 | 54,29 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5.035 | 28,35 | 108 | 28,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 118.083 | 203,13 | 2.539 | 202,14 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47.654 | 1.025 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 119.599 | 14,09 | 2.571 | 13,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 822 | 27,05 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.695 | 251 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 258 | 0,78 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 159.854 | 1,41 | 3.437 | 1,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10.768 | 0,39 | 232 | 0,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9.705 | 0,62 | 209 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 399.349 | 3,04 | 8.586 | 2,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96.720 | 8,38 | 2.079 | 8,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 178.894 | 11,92 | 3.846 | 11,51 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 57.738 | 3,23 | 1.241 | 2,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.967 | 57,48 | 472 | 56,81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44.902 | 3,92 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 82.200 | 26,46 | 1.767 | 26,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9.529 | 205 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20.809 | 447 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1.015 | 22 |
