Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF inkluderer Elequin Capital Lp, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Avantax Advisory Services, Inc., Farther Finance Advisors, LLC, og WFA of San Diego, 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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 65 522 | 7,82 | 1 409 | 7,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 159 779 | 6,32 | 3 435 | 5,92 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 21 392 | 23,29 | 460 | 22,73 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 30 178 | 649 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47 264 | 26,30 | 1 016 | 25,90 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 77 698 | 9,59 | 1 682 | 9,94 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140 313 | 8,08 | 3 017 | 7,68 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 103 636 | 13,93 | 2 228 | 13,56 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 29 405 | 5,41 | 632 | 5,16 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 23 327 | 502 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 32 791 | 35,73 | 705 | 35,32 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 122 513 | 29,89 | 2 634 | 29,43 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 18 326 | 47,40 | 394 | 47,01 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 97 290 | 7,86 | 2 092 | 7,45 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 726 | 0,76 | 123 | 0,82 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 16 257 | 0,76 | 350 | 0,29 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 47 904 | 423,94 | 1 029 | 422,34 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 13 279 | 26,72 | 286 | 26,11 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 99 196 | 0,74 | 2 133 | 0,38 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 131 932 | 46,41 | 2 837 | 45,88 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 811 | 8,14 | 985 | 7,66 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 567 | 34 | ||||||
2025-08-12 | 13F | YANKCOM Partnership | 7 900 | 170 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 231 368 | 6,56 | 4 974 | 6,17 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 45 804 | 9,05 | 985 | 8,61 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56 073 | 5,71 | 1 206 | 5,33 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 47 013 | 14,21 | 1 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 59 367 | 54,82 | 1 276 | 54,29 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 035 | 28,35 | 108 | 28,57 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 118 083 | 203,13 | 2 539 | 202,14 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 47 654 | 1 025 | ||||||
2025-08-15 | 13F | Morgan Stanley | 119 599 | 14,09 | 2 571 | 13,66 | ||||
2025-08-05 | 13F | Huntington National Bank | 822 | 27,05 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 11 695 | 251 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 258 | 0,78 | 6 | 0,00 | ||||
2025-08-13 | 13F | Invesco Ltd. | 159 854 | 1,41 | 3 437 | 1,03 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10 768 | 0,39 | 232 | 0,00 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 9 705 | 0,62 | 209 | 0,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 399 349 | 3,04 | 8 586 | 2,65 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 720 | 8,38 | 2 079 | 8,00 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 178 894 | 11,92 | 3 846 | 11,51 | ||||
2025-08-12 | 13F | Farmers National Bank | 57 738 | 3,23 | 1 241 | 2,90 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 21 967 | 57,48 | 472 | 56,81 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44 902 | 3,92 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 82 200 | 26,46 | 1 767 | 26,03 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 529 | 205 | ||||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20 809 | 447 | ||||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1 015 | 22 |