Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF inkluderer Elequin Capital Lp, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Landaas & Co /wi /adv, Ameriprise Financial Inc, Legacy Private Trust Co., SNS Financial Group, LLC, Western Wealth Management, LLC, Coastal Bridge Advisors, LLC, BRYN MAWR TRUST Co, og Farther Finance Advisors, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18 202 | 2,16 | 427 | 1,91 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8 554 | 201 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 435 | 34 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183 010 | 9,90 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 315 561 | 13,08 | 7 406 | 12,69 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128 734 | 11,75 | 3 021 | 11,39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49 939 | 0,44 | 1 172 | 0,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 587 | 0,38 | 37 | 0,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 201 020 | 2,40 | 4 741 | 2,55 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27 514 | 646 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 100 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133 095 | 44,41 | 3 124 | 43,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 220 | 7,69 | 780 | 7,30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 823 | 0 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 200 | 99 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15 014 | 0,73 | 352 | 0,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 165 074 | 6,31 | 3 874 | 5,96 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11 175 | 262 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 15 923 | 1,02 | 374 | 0,54 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 984 | 6,71 | 258 | 6,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 42 784 | 0,72 | 1 004 | 0,40 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 238 | 25,42 | 287 | 25,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15 762 | 19,23 | 370 | 18,65 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89 127 | 9,52 | 2 092 | 9,13 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 241 | 55,18 | 404 | 54,79 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12 061 | 283 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 75 387 | 17,37 | 1 769 | 17,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 120 405 | 52,68 | 2 826 | 52,13 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 22 857 | 539 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21 380 | 502 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 23 226 | 38,23 | 545 | 37,97 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 29 061 | 28,66 | 682 | 28,44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46 275 | 14,54 | 1 086 | 14,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 63 104 | 13,88 | 1 481 | 13,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257 482 | 11,47 | 6 043 | 11,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 59 049 | 321,33 | 1 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58 267 | 6,33 | 1 368 | 5,97 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 34 337 | 0,96 | 806 | 0,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 445 666 | 1,14 | 10 460 | 0,79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 22 808 | 10,65 | 535 | 10,31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11 221 | 263 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14 690 | 16,45 | 345 | 15,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73 984 | 22,43 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 867 | 47,03 | 419 | 46,50 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 16 977 | 11,85 | 398 | 11,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30 820 | 0,06 | 723 | −0,28 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 16 977 | 398 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 89 011 | 2 089 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 303 | −37,14 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15 403 | 0,20 | 363 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 106 949 | 1,85 | 2 510 | 1,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169 885 | 7,45 | 3 987 | 7,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 949 | 586,80 | 210 | 600,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 236 | 0,72 | 52 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 293 809 | 7,34 | 6 896 | 6,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49 476 | 7,40 | 1 161 | 7,10 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 312 | 17,95 | 571 | 17,53 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10 665 | 250 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 426 482 | 25,84 | 10 010 | 25,41 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10 659 | 0,73 | 250 | 0,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 566 | 0,63 | 201 | 0,50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78 411 | 0,06 | 1 840 | −0,27 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48 346 | 3,27 | 1 135 | 2,90 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16 980 | 29,32 | 399 | 28,80 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25 872 | 49,36 | 607 | 49,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24 058 | 3,67 | 565 | 3,30 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11 040 | 259 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 140 666 | 3 301 |
