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 2029 Municipal Bond ETF comprennent Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Legacy Private Trust Co., Brown Advisory Inc, Foundry Financial Group, Inc., Wealth Enhancement Advisory Services, 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.
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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 | 118 291 | 16,01 | 2 686 | 15,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146 973 | 1,68 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 246 | 0,74 | 369 | 0,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168 576 | 11,92 | 3 828 | 11,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37 262 | 74,33 | 846 | 74,07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 837 | 5,59 | 292 | 5,43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19 764 | 79,07 | 449 | 78,88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28 555 | 648 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139 894 | 5,77 | 3 203 | 6,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65 917 | 17,19 | 1 497 | 16,97 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118 476 | 8,34 | 2 691 | 8,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73 757 | 56,22 | 1 675 | 56,10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47 862 | 14,68 | 1 087 | 14,44 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14 350 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13 288 | 302 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22 085 | 502 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148 285 | 7,80 | 3 368 | 7,64 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 420 | 0,74 | 350 | 0,57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 785 | 0,74 | 222 | 0,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 158 | 27,53 | 253 | 27,14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 526 | 25,56 | 284 | 25,66 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12 084 | 160,77 | 274 | 160,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187 892 | 28,67 | 4 267 | 28,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234 965 | 13,15 | 5 336 | 13,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25 791 | 46,32 | 586 | 46,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 350 | 2,64 | 394 | 2,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119 651 | 37,90 | 2 717 | 37,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69 334 | 19,06 | 1 575 | 18,88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22 830 | 9,63 | 518 | 9,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26 155 | 20,31 | 594 | 20,04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38 190 | 8,21 | 867 | 8,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65 794 | 26,96 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134 189 | 47,45 | 3 047 | 47,27 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21 251 | 3,38 | 483 | 3,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10 642 | 0,73 | 242 | 0,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 062 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154 598 | 5,96 | 3 511 | 5,82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 125 | 0,76 | 48 | 2,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 461 | 91,70 | 169 | 92,05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6,87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65 779 | 9,19 | 1 494 | 9,06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216 812 | 2,55 | 4 924 | 2,41 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9 528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610 608 | 90,38 | 13 867 | 90,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215 478 | 0,97 | 4 894 | 0,82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 280 | 13,60 | 778 | 13,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 968 | 2,99 | 1 725 | 2,86 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9 310 | 0,61 | 211 | 0,48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48 095 | 2,35 | 1 092 | 2,25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286 752 | 60,96 | 6 512 | 60,75 |
