Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco BulletShares 2025 High Yield Corporate Bond ETF inkluderer Semitam Bonam Llc, Two Sigma Securities, Llc, Focus Financial Network, Inc., Claro Advisors LLC, og SRS Capital Advisors, Inc. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73 467 | 4,40 | 1 695 | 4,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249 649 | 0,88 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 263 | 1 009,96 | 329 | 1 034,48 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51 303 | 0,71 | 1 184 | 0,77 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 586 241 | 22,71 | 36 595 | 22,82 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39 116 | 3,97 | 902 | 4,04 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15 913 | 5,45 | 367 | 5,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30 438 | 1,16 | 702 | 1,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 099 | 95,26 | 48 | 100,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206 218 | 4 757 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172 852 | 0,83 | 3 988 | 0,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 754 | 49,40 | 40 | 48,15 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23 312 | 19,46 | 538 | 19,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130 017 | 5,54 | 2 998 | 5,64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14 766,67 | 21 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110 275 | 19,08 | 2 544 | 19,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 503 | 12,66 | 358 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33 877 | 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233 139 | 2,10 | 5 379 | 2,01 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55 384 | 17,30 | 1 278 | 17,37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10 000 | 231 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21 646 | 50,59 | 499 | 50,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243 663 | 2,45 | 5 621 | 2,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 266 | 0,64 | 98 | 1,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 587 | 10,73 | 244 | 10,91 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94 963 | 9,59 | 2 191 | 9,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381 450 | 24,21 | 8 801 | 24,31 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492 654 | 3,09 | 11 363 | 3,08 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31 285 | 0,15 | 722 | 0,56 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291 035 | 1,85 | 6 714 | 1,94 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1,24 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19 522 | 0,79 | 450 | 0,90 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 59 366 | 3,79 | 1 370 | 3,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 023 | 17,90 | 416 | 17,90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 668 | 20,84 | 408 | 20,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 029 | 301 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173 075 | 4,57 | 3 993 | 4,64 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9 207 | 1,40 | 212 | 1,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 885 | 7,89 | 505 | 7,92 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14 082 | 9,75 | 325 | 9,83 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17 186 | 0,37 | 396 | 0,51 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13 434 | 0,23 | 310 | 0,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75 348 | 2,76 | 1 738 | 2,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159 828 | 16,25 | 3 687 | 16,38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411 444 | 16,45 | 9 492 | 16,55 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2 389 222 | 4,85 | 55 119 | 4,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11 690 | 15,64 | 270 | 15,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 347 | 1,14 | 100 | 1,01 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109 015 | 0,80 | 2 515 | 0,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 420 | 1,83 | 356 | 1,72 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30 055 | 693 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21 710 | 501 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 350 | 0,76 | 377 | 0,80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108 354 | 0,84 | 2 500 | 0,93 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16 538 | 17,88 | 382 | 17,96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102 710 | 0,70 | 2 370 | 0,77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500 895 | 12,62 | 11 556 | 12,72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489 692 | 11 297 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65 038 | 429,11 | 1 500 | 430,04 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54 756 | 20,26 | 1 263 | 20,40 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32 505 | 2,48 | 750 | 2,46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66 398 | 0,51 | 1 532 | 0,59 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34 646 | 0,99 | 799 | 1,14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 594 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17 480 | 0,74 | 403 | 1,00 |
