Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF comprennent DRSK - Aptus Defined Risk ETF, Motley Fool Wealth Management, LLC, Modern Wealth Management, LLC, Jpmorgan Chase & Co, Lido Advisors, LLC, Coordinated Financial Services, Inc./CO, Allen Capital Group, LLC, Ameritas Advisory Services, LLC, et Steward Partners Investment Advisory, Llc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 23 845 | 36,73 | 506 | 38,74 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 626 | 0,06 | 204 | 2,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120 537 | 7,27 | 2 555 | 8,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10 059 | 13,58 | 213 | 15,76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 78 195 | 2,14 | 1 658 | 3,63 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12 595 | 263 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 298 864 | 6 336 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 473 771 | 0,74 | 10 044 | 2,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 025 655 | 57,16 | 127 744 | 59,50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54 073 | 30,64 | 1 146 | 32,64 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 52 576 | 9,32 | 1 115 | 10,96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12 916 | 274 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 206 604 | 0,25 | 4 380 | 1,74 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12 002 | 254 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 10 817 | 2,74 | 229 | 4,57 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 54 102 | 9,51 | 1 147 | 11,05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 418 | 59,16 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 6 296 | 24,13 | 133 | 26,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 804 | 0,74 | 293 | 2,10 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 200 560 | 11,19 | 4 252 | 12,82 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 3 916 823 | 81 783 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 198 068 | 5,20 | 4 199 | 6,76 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15 532 | 3,96 | 329 | 5,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 231 499 | 35,16 | 4 887 | 36,75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287 308 | 10,22 | 6 091 | 11,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 128 620 | 8,47 | 2 727 | 10,05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288 998 | 17,36 | 6 127 | 19,09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 437 162 | 4,50 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 87 194 | 6,75 | 1 849 | 8,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 36 149 | 26,80 | 765 | 28,40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 293 235 | 6 217 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22 583 | 5,45 | 479 | 6,94 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 54 866 | 4,92 | 1 163 | 6,50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 103 040 | 97,37 | 2 184 | 100,37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 250 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195 243 | 10,01 | 4 139 | 11,65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 118 243 | 1,43 | 2 507 | 2,92 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 45 543 | 4,12 | 966 | 5,70 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 77 592 | 19,52 | 1 645 | 21,24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 280 249 | 1,99 | 48 352 | 3,52 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 298 864 | 12,01 | 6 336 | 13,67 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1 800 | 166,67 | 38 | 184,62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 642 | 0,75 | 544 | 2,26 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 339 744 | 6,09 | 28 403 | 7,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 308 515 | 2,99 | 6 541 | 5,40 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 68 890 | 22,60 | 1 460 | 24,47 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 162 946 | 3,13 | 3 454 | 4,67 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 155 515 | 3,85 | 3 297 | 5,37 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 39 613 | 4,74 | 840 | 6,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146 014 | 8,48 | 3 095 | 10,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 736 | 3,27 | 736 | 4,84 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 59 227 | 1,28 | 1 256 | 2,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25 100 | 532 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 337 589 | 6,97 | 28 357 | 8,56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 620 | 119 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 172 | 6,65 | 512 | 8,25 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 16 242 | 31,13 | 344 | 33,33 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12 757 | 6,75 | 270 | 9,76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 596 948 | 12 655 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60 682 | 3,23 | 1 286 | 4,81 |
