Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco BulletShares 2026 High Yield Corporate Bond ETF comprennent Kovitz Investment Group Partners, LLC, Quadrature Capital Ltd, HB Wealth Management, LLC, Goldman Sachs Group Inc, Diversify Wealth Management, Llc, Astoria Portfolio Advisors LLC., Alerus Financial Na, McElhenny Sheffield Capital Management, LLC, SRS Capital Advisors, Inc., et Cornerstone Planning Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 57 375 | 4,34 | 1 339 | 4,94 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 484 033 | 49,79 | 11 292 | 50,70 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 15 572 | 10,83 | 363 | 11,69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 568 763 | 0,32 | 13 269 | 0,93 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 33 136 | 2,88 | 773 | 3,62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 952 | 302 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 867 | 23,10 | 417 | 23,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80 185 | 4,09 | 1 871 | 4,70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 167 926 | 3 918 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 496 | 688 | ||||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 54 485 | 0,23 | 1 271 | 0,87 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 49 890 | 27,13 | 1 164 | 27,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51 876 | 0,37 | 1 203 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 28 665 | 1,02 | 669 | 1,67 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 100 717 | 29,95 | 2 349 | 30,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 50 612 | 2,45 | 1 181 | 3,06 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 047 | 24 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 547 041 | 57,10 | 12 763 | 58,06 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 372 870 | 8 699 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 979 | 3,89 | 209 | 4,50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 106 229 | 41,00 | 2 478 | 41,36 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 61 696 | 0,18 | 1 439 | 0,77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 139 695 | 7,35 | 3 259 | 8,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 724 | 693 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 20 384 | 29,35 | 476 | 30,14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 166 255 | 4,51 | 3 879 | 5,12 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 146 828 | 1,88 | 3 425 | 2,48 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17 357 | 2,80 | 405 | 3,32 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 70 627 | 2,68 | 1 648 | 3,26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 869 | 697 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 9 967 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 422 336 | 15,29 | 9 853 | 15,99 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 37 449 | 874 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 93 928 | 1,17 | 2 191 | 1,76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 159 685 | 5,29 | 3 725 | 5,91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16 296 | 3,17 | 380 | 3,83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32 356 | 2,42 | 755 | 3,01 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 20 907 | 8,23 | 488 | 8,95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 161 951 | 2,61 | 3 778 | 3,22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 282 299 | 13,56 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 40 397 | 0,58 | 1 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 488 549 | 2 185,72 | 11 | |||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 25 258 | 3,33 | 589 | 4,06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 450 | 10,79 | 244 | 11,47 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 50 740 | 1,10 | 1 184 | 1,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44 299 | 41,85 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 568 | 175,73 | 13 | 225,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 416 | 10 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 25 719 | 0,59 | 600 | 1,35 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 72 794 | 4,53 | 1 698 | 5,20 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 112 815 | 1,80 | 2 632 | 2,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 331 214 | 3,80 | 54 387 | 4,42 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 275 372 | 6 424 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 284 | 27,52 | 147 | 28,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 637 | 21,50 | 248 | 22,17 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 343 851 | 2,74 | 8 022 | 3,36 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236 273 | 2,34 | 5 512 | 2,97 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 252 279 | 5 886 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 284 051 | 22,05 | 6 627 | 22,77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 45 180 | 4,50 | 1 054 | 5,19 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 23 818 | 557 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 21 009 | 2,78 | 490 | 3,59 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 45 879 | 3,40 | 1 070 | 4,09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 373 124 | 8 705 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 329 478 | 34,54 | 7 687 | 35,34 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2 000 | 210 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 2 570 | 60 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 59 268 | 70,31 | 1 381 | 70,70 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 823 523 | 1,10 | 19 213 | 1,71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 97 070 | 5,44 | 2 265 | 6,09 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 484 | 1,68 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 422 772 | 0,81 | 9 863 | 1,42 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 282 006 | 4,47 | 6 574 | 4,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152 060 | 12,04 | 3 545 | 12,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 138 964 | 86,56 | 3 242 | 87,72 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 17 839 | 1,54 | 416 | 2,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151 659 | 7,08 | 3 538 | 7,73 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 196 528 | 7,29 | 4 585 | 7,55 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 63 678 | 38,04 | 1 486 | 38,91 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 150 244 | 7,23 | 3 505 | 7,88 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3 950 | 92 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 87 | 2 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 57 935 | 11,68 | 1 352 | 12,30 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 810 | 2 029,41 | 42 | 4 100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 246 486 | 4,66 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 507 539 | 23,57 | 35 171 | 24,32 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99 520 | 0,26 | 2 322 | 0,87 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 328 992 | 20,78 | 7 675 | 21,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 85 535 | 117,47 | 1 996 | 118,75 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 47 316 | 42,69 | 1 104 | 43,62 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 144 281 | 29,38 | 3 366 | 30,16 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2 075 834 | 29,65 | 48 429 | 30,43 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 210 756 | 6,22 | 4 917 | 6,85 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 55 679 | 1 299 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 713 | 94,42 | 227 | 96,52 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 18 946 | 441 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 33 783 | 168,61 | 1 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 220 261 | 4,77 | 5 | 25,00 |
