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 2028 Municipal Bond ETF comprennent Modern Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Cornerstone Wealth Management, LLC, Hrt Financial Lp, Landaas & Co /wi /adv, Anchor Investment Management, LLC, BRYN MAWR TRUST Co, Farther Finance Advisors, LLC, et Elequin Capital Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 162 916 | 5,58 | 3 785 | 5,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 435 | 2,15 | 428 | 2,39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248 437 | 25,17 | 6 | 25,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31 739 | 111,73 | 737 | 112,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16 140 | 51,62 | 375 | 51,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 141 405 | 2,83 | 3 293 | 3,33 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27 984 | 650 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96 996 | 31,39 | 2 253 | 31,75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29 530 | 3,83 | 686 | 3,95 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128 670 | 8,43 | 2 989 | 8,69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 236 | 0 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 11 138 | 8,10 | 259 | 8,40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 241 | 99 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47 270 | 14,56 | 1 098 | 14,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160 412 | 6,80 | 3 726 | 7,07 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11 070 | 257 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 190 | 0,73 | 353 | 0,86 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 20 016 | 2,98 | 465 | 3,11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88 665 | 10,27 | 2 060 | 10,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16 015 | 13,61 | 372 | 14,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 675 | 0,73 | 225 | 0,90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48 638 | 1 130 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 125 103 | 35,13 | 2 906 | 35,48 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 8 643 | 201 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 332 | 25,43 | 286 | 25,99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 447 | 34 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23 899 | 58,05 | 554 | 58,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53 062 | 8,70 | 1 233 | 8,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21 583 | 501 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 197 | 3,68 | 283 | 4,04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 37 989 | 17,70 | 882 | 18,07 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 15 030 | 94,44 | 349 | 94,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55 955 | 16,03 | 1 300 | 16,29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23 860 | 0,72 | 554 | 0,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 22 572 | 4,74 | 524 | 5,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 125 | 351 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 239 863 | 11,53 | 5 572 | 11,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255 967 | 6,45 | 5 946 | 6,71 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 000 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 207 092 | 25,04 | 4 811 | 25,33 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15 376 | 357 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 786 | 16,33 | 343 | 16,67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 320 | 7 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14 256 | 22,84 | 331 | 23,51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 464 | 12,35 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19 813 | 0,26 | 460 | 0,44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100 346 | 14,24 | 2 331 | 14,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 153 023 | 11,51 | 3 555 | 11,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5 183 | 120 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 215 072 | 3,19 | 4 996 | 3,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 377 436 | 10,28 | 8 768 | 10,54 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 60 384 | 42,59 | 1 403 | 42,92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 540 | 10,79 | 477 | 11,19 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 790 | 0,62 | 204 | 0,99 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 50 876 | 3,60 | 1 182 | 3,78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 259 773 | 20,91 | 6 035 | 21,19 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 21 653 | 67,10 | 503 | 67,33 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 251 708 | 5 847 |
