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 2032 Municipal Bond ETF comprennent Koss-Olinger Consulting, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Addison Advisors LLC | 25 180 | 14,79 | 616 | 14,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137 312 | 11,87 | 3 361 | 11,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24 080 | 5,07 | 1 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 802 | 0,22 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21 854 | 535 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 13 251 | 251,58 | 323 | 251,09 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 96 218 | 191,45 | 2 355 | 190,02 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 300 | 1,01 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 100 990 | 22,80 | 2 472 | 22,19 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 31 549 | 12,53 | 771 | 11,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 34 488 | 83,25 | 844 | 82,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11 445 | 36,33 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 235 | 23,88 | 128 | 24,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32 342 | 323,60 | 792 | 322,99 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 153 291 | 115,43 | 3 753 | 114,40 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 117 137 | 13,08 | 2 868 | 12,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 40 166 | 15,48 | 983 | 14,97 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 929 | 0,86 | 121 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 196 | 0,24 | 690 | -0,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 32 132 | 0,20 | 787 | -0,25 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 26 119 | 23,14 | 639 | 22,65 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11 586 | 27,28 | 284 | 26,91 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 708 | 0,87 | 213 | 0,47 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 15 642 | 383 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14 220 | 20,25 | 348 | 20,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 931 | 168,12 | 219 | 167,07 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 700 | 183,91 | 605 | 182,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 315 | -0,32 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18 455 | 9,59 | 452 | 8,94 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 60 474 | 17,15 | 1 480 | 16,63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 276 159 | 12,12 | 6 760 | 11,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10 790 | 62,87 | 264 | 62,96 |
