Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF inkluderer Hengehold Capital Management Llc, Foronjy Financial Llc, Modern Wealth Management, LLC, Janney Montgomery Scott LLC, Private Advisor Group, LLC, Straight Path Wealth Management, Oliver Luxxe Assets LLC, Truist Financial Corp, Mercer Global Advisors Inc /adv, Front Row Advisors LLC, O'shaughnessy Asset Management, Llc, Sound Income Strategies, LLC, og Fmr Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Capital Analysts, Inc. | 11 784 | 12,61 | 0 | |||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 597 161 | 1,26 | 12 302 | 2,41 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 141 782 | 0,52 | 2 921 | 1,64 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2 | 0 | ||||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 680 439 | 14 017 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 26 408 | 86,37 | 548 | 90,28 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 522 333 | 2,19 | 10 760 | 3,35 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 306 754 | 3,31 | 6 | 0,00 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 80 064 | 2,15 | 1 649 | 3,32 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 27 116 | 98,51 | 552 | 102,20 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 610 | 1,28 | 342 | 2,40 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 295 401 | 6 085 | ||||||
2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 5 294 209 | 9,52 | 107 631 | 10,56 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 62 338 | 65,79 | 1 284 | 67,84 | ||||
2025-08-14 | 13F | Fmr Llc | 2 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6 843 | 1,27 | 141 | 2,19 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 11 950 | 246 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61 618 | 26,75 | 1 269 | 28,18 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 526 250 | 44,77 | 155 041 | 46,41 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 485 796 | 0,59 | 10 007 | 1,73 | ||||
2025-08-12 | 13F | Fca Corp /tx | 30 785 | 2,90 | 634 | 4,11 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 26 772 | 9,58 | 552 | 10,87 | ||||
2025-07-18 | 13F | Truist Financial Corp | 10 430 | 215 | ||||||
2025-08-12 | 13F | Allen Capital Group, LLC | 26 605 | 8,70 | 548 | 10,04 | ||||
2025-08-14 | 13F | Vista Investment Management | 74 827 | 37,10 | 1 541 | 38,70 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 332 820 | 7,43 | 6 856 | 8,65 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 95 613 | 5,10 | 1 970 | 6,26 | ||||
2025-08-15 | 13F | Morgan Stanley | 3 645 887 | 2,41 | 75 105 | 3,57 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 10 466 | 4,08 | 216 | 5,39 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 202 047 | 4,52 | 4 162 | 5,72 | ||||
2025-08-05 | 13F | Huntington National Bank | 482 | 29,65 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 27 431 | 12,74 | 565 | 14,14 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 258 143 | 17,65 | 5 318 | 18,98 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 332 | 69 | ||||||
2025-04-11 | 13F | Davis Capital Management | 11 987 | 4,36 | 244 | 6,09 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 50 419 | 104,13 | 1 039 | 106,36 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 087 | 58,62 | 352 | 60,27 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 218 016 | 4 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 349 | 3,82 | 337 | 5,00 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 37 294 | 768 | ||||||
2025-08-18 | 13F | Front Row Advisors LLC | 8 326 | 172 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 670 851 | 7,87 | 13 820 | 9,09 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 28 819 | 0,00 | 594 | 1,02 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 34 846 | 15,06 | 718 | 16,40 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 664 | 1,25 | 55 | 1,89 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 175 276 | 28,97 | 3 598 | 30,27 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 524 774 | 5,67 | 10 810 | 6,86 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 55 827 | 0,85 | 1 150 | 2,04 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 36 295 | 171,51 | 748 | 174,63 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 586 530 | 12 083 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 107 015 | 2 205 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 727 | 3,34 | 159 | 4,61 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 92 781 | 5,52 | 1 911 | 6,70 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99 533 | 8,79 | 2 046 | 9,82 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 32 036 | 19,31 | 660 | 20,70 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 58 481 | 0,47 | 1 | 0,00 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 99 242 | 6,77 | 2 044 | 7,98 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51 155 | 22,12 | 1 054 | 23,45 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 10 000 | 206 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 191 201 | 8,43 | 3 939 | 9,63 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40 297 | 830 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 234 422 | 4,33 | 4 829 | 5,53 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 948 | 789,31 | 638 | 810,00 | ||||
2025-07-15 | 13F | BCS Wealth Management | 237 718 | 5,78 | 5 | 0,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 135 936 | 6,39 | 2 801 | 7,57 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 394 | 0,99 | 255 | 2,41 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59 226 | 4,29 | 1 220 | 5,54 | ||||
2025-08-12 | 13F | Kaye Capital Management | 295 401 | 33,85 | 6 085 | 35,37 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 95 853 | 29,08 | 1 975 | 30,56 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 200 | 210 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 40 520 | 2,23 | 835 | 3,35 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 277 010 | 5,20 | 5 706 | 6,40 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 144 432 | 28,12 | 2 975 | 29,57 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 54 857 | 4,04 | 1 130 | 5,21 | ||||
2025-08-12 | 13F | MAI Capital Management | 182 155 | 46,94 | 3 752 | 48,59 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 64 773 | 1,28 | 1 334 | 2,46 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 363 105 | 70,93 | 7 480 | 72,84 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 122 800 | 17,13 | 2 530 | 18,45 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 374 658 | 29,12 | 7 718 | 30,59 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 18 649 | 17,71 | 384 | 19,25 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 153 | 11,95 | 395 | 13,22 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 53 376 | 1,88 | 1 100 | 3,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 868 492 | 24,41 | 38 491 | 25,82 | ||||
2025-08-07 | 13F | Davis R M Inc | 38 242 | 15,00 | 788 | 16,25 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 163 | 15,58 | 189 | 16,77 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 68 913 | 4,48 | 1 420 | 5,66 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 29 283 | 83,45 | 603 | 87,85 | ||||
2025-08-14 | 13F | UBS Group AG | 516 152 | 10,60 | 10 633 | 11,85 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 548 848 | 6,60 | 31 904 | 7,80 |