Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF meliputi DRSK - Aptus Defined Risk ETF, Motley Fool Wealth Management, LLC, Modern Wealth Management, LLC, Jpmorgan Chase & Co, Lido Advisors, LLC, Coordinated Financial Services, Inc./CO, Allen Capital Group, LLC, Ameritas Advisory Services, LLC, dan Steward Partners Investment Advisory, Llc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 23,845 | 36.73 | 506 | 38.74 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,626 | 0.06 | 204 | 2.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120,537 | 7.27 | 2,555 | 8.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10,059 | 13.58 | 213 | 15.76 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 78,195 | 2.14 | 1,658 | 3.63 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,595 | 263 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 298,864 | 6,336 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 473,771 | 0.74 | 10,044 | 2.23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,025,655 | 57.16 | 127,744 | 59.50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54,073 | 30.64 | 1,146 | 32.64 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 52,576 | 9.32 | 1,115 | 10.96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,916 | 274 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 206,604 | 0.25 | 4,380 | 1.74 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12,002 | 254 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 10,817 | 2.74 | 229 | 4.57 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 54,102 | 9.51 | 1,147 | 11.05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 418 | 59.16 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 6,296 | 24.13 | 133 | 26.67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,804 | 0.74 | 293 | 2.10 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 200,560 | 11.19 | 4,252 | 12.82 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 3,916,823 | 81,783 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 198,068 | 5.20 | 4,199 | 6.76 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15,532 | 3.96 | 329 | 5.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 231,499 | 35.16 | 4,887 | 36.75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287,308 | 10.22 | 6,091 | 11.85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 128,620 | 8.47 | 2,727 | 10.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288,998 | 17.36 | 6,127 | 19.09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 437,162 | 4.50 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 87,194 | 6.75 | 1,849 | 8.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 36,149 | 26.80 | 765 | 28.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 293,235 | 6,217 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,583 | 5.45 | 479 | 6.94 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 54,866 | 4.92 | 1,163 | 6.50 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 103,040 | 97.37 | 2,184 | 100.37 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 250 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195,243 | 10.01 | 4,139 | 11.65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 118,243 | 1.43 | 2,507 | 2.92 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 45,543 | 4.12 | 966 | 5.70 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 77,592 | 19.52 | 1,645 | 21.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,280,249 | 1.99 | 48,352 | 3.52 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 298,864 | 12.01 | 6,336 | 13.67 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,800 | 166.67 | 38 | 184.62 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,642 | 0.75 | 544 | 2.26 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,339,744 | 6.09 | 28,403 | 7.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 308,515 | 2.99 | 6,541 | 5.40 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 68,890 | 22.60 | 1,460 | 24.47 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 162,946 | 3.13 | 3,454 | 4.67 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 155,515 | 3.85 | 3,297 | 5.37 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 39,613 | 4.74 | 840 | 6.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146,014 | 8.48 | 3,095 | 10.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,736 | 3.27 | 736 | 4.84 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 59,227 | 1.28 | 1,256 | 2.78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25,100 | 532 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,337,589 | 6.97 | 28,357 | 8.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,620 | 119 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24,172 | 6.65 | 512 | 8.25 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 16,242 | 31.13 | 344 | 33.33 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12,757 | 6.75 | 270 | 9.76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 596,948 | 12,655 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60,682 | 3.23 | 1,286 | 4.81 |
