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 2030 Municipal Bond ETF comprennent Elequin Capital Lp, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Avantax Advisory Services, Inc., Farther Finance Advisors, LLC, et WFA of San Diego, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 65 522 | 7,82 | 1 409 | 7,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 159 779 | 6,32 | 3 435 | 5,92 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 21 392 | 23,29 | 460 | 22,73 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 30 178 | 649 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47 264 | 26,30 | 1 016 | 25,90 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 77 698 | 9,59 | 1 682 | 9,94 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140 313 | 8,08 | 3 017 | 7,68 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 103 636 | 13,93 | 2 228 | 13,56 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29 405 | 5,41 | 632 | 5,16 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 23 327 | 502 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32 791 | 35,73 | 705 | 35,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 122 513 | 29,89 | 2 634 | 29,43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18 326 | 47,40 | 394 | 47,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 97 290 | 7,86 | 2 092 | 7,45 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 726 | 0,76 | 123 | 0,82 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 16 257 | 0,76 | 350 | 0,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47 904 | 423,94 | 1 029 | 422,34 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 279 | 26,72 | 286 | 26,11 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 99 196 | 0,74 | 2 133 | 0,38 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 131 932 | 46,41 | 2 837 | 45,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 811 | 8,14 | 985 | 7,66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 567 | 34 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 7 900 | 170 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 231 368 | 6,56 | 4 974 | 6,17 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 45 804 | 9,05 | 985 | 8,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 073 | 5,71 | 1 206 | 5,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47 013 | 14,21 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 59 367 | 54,82 | 1 276 | 54,29 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 035 | 28,35 | 108 | 28,57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 118 083 | 203,13 | 2 539 | 202,14 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47 654 | 1 025 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 119 599 | 14,09 | 2 571 | 13,66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 822 | 27,05 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 695 | 251 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 258 | 0,78 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 159 854 | 1,41 | 3 437 | 1,03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 768 | 0,39 | 232 | 0,00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9 705 | 0,62 | 209 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 399 349 | 3,04 | 8 586 | 2,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 720 | 8,38 | 2 079 | 8,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 178 894 | 11,92 | 3 846 | 11,51 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 57 738 | 3,23 | 1 241 | 2,90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 967 | 57,48 | 472 | 56,81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44 902 | 3,92 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 82 200 | 26,46 | 1 767 | 26,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 529 | 205 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20 809 | 447 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 015 | 22 |
