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 2031 Municipal Bond ETF comprennent Hills Bank & Trust Co, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, et Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33 339 | 1,57 | 1 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23 445 | 3,60 | 483 | 2,99 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119 087 | 11,80 | 2 456 | 11,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48 725 | 14,21 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41 004 | 6,33 | 848 | 6,01 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 101 547 | 48,42 | 2 094 | 47,60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 105 613 | 45,25 | 2 178 | 44,46 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 26 048 | 537 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41 289 | 145,07 | 851 | 143,84 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 775 | 25,19 | 119 | 25,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 490 | -0,61 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 121 289 | 0,83 | 2 501 | 0,28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 177 165 | 10,83 | 3 653 | 10,26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 156 969 | 11,01 | 3 237 | 10,41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 938 | 0,86 | 19 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17 334 | 79,29 | 357 | 78,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 278 | 6 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 336 | 13,48 | 914 | 12,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 185 369 | 0,72 | 3 822 | 0,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 572 | 91,20 | 775 | 90,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 548 | 0,19 | 795 | -0,38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 437 | 0,28 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 52 138 | 1,15 | 1 075 | 0,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 92 818 | 139,07 | 1 914 | 137,94 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 805 | 26,88 | 285 | 26,22 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 62 646 | 0,95 | 1 292 | 0,39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 86 500 | 28,72 | 1 784 | 28,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 881 | 0,79 | 121 | 0,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81 118 | 2,18 | 1 673 | 1,64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 28 020 | 5,59 | 578 | 4,91 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 50 511 | 1 042 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 160 769 | 23,76 | 3 315 | 23,14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15 299 | 76,34 | 315 | 75,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 132 235 | 15,34 | 2 727 | 14,73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47 344 | 13,17 | 976 | 12,57 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 24 351 | 502 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 48 434 | 8,77 | 999 | 8,13 |
