Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco BulletShares 2030 High Yield Corporate Bond ETF comprennent Mercer Global Advisors Inc /adv, Milestones Private Investment Advisors LLC, We Are One Seven, LLC, Alaska Permanent Capital Management, BridgePort Financial Solutions, LLC, et Farther Finance Advisors, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 281 467 | 5,04 | 7 322 | 7,20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42 019 | 267,40 | 1 090 | 274,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129 608 | 2,28 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53 772 | 34,44 | 1 399 | 37,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 240 471 | 2 866,95 | 6 256 | 2 936,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 28 966 | 104,24 | 754 | 108,59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29 633 | 6,32 | 771 | 8,45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 258 300 | 6 720 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14 720 | 37,72 | 382 | 40,44 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 336 228 | 2,11 | 8 715 | 2,54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 762 | 2,05 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 8 229 | 214 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 730 | 144,07 | 409 | 149,39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 450 | 124,74 | 168 | 128,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 237 888 | 24,65 | 6 189 | 27,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 680 | 84,83 | 980 | 88,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 428 | 224,97 | 167 | 234,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46 256 | 21,30 | 1 203 | 23,89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 921 | 492 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16 810 | 0,10 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 395 490 | 1 670,01 | 10 289 | 1 708,08 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 13 780 | 4,67 | 358 | 6,87 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 296 187 | 2,22 | 7 705 | 4,33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 856 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 523 003 | 89,12 | 13 606 | 93,01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 156 243 | 23,50 | 4 065 | 26,05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 141 | 0,41 | 108 | 1,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 352 | 191 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 34 508 | 898 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30 648 | 797 |
