Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco BulletShares 2029 High Yield Corporate Bond ETF meliputi Modern Wealth Management, LLC, Private Client Services, Llc, Summit Investment Advisory Services, LLC, Goldman Sachs Group Inc, Carrera Capital Advisors, Pacific Wealth Strategies Group, Inc., Cambridge Investment Research Advisors, Inc., Brown Advisory Inc, Bradley & Co. Private Wealth Management, LLC, Hennion & Walsh Asset Management, Inc., Meriwether Wealth & Planning, LLC, Asset Dedication, LLC, Kestra Advisory Services, LLC, Farther Finance Advisors, LLC, Principal Securities, Inc., Comerica Bank, dan AE Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 38,755 | 18.82 | 834 | 21.40 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 15,485 | 331 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 283,742 | 60.81 | 6,106 | 64.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 77,806 | 4.08 | 1,674 | 6.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 379,932 | 2.36 | 8,176 | 4.50 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 34,579 | 4.54 | 744 | 6.74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,729 | 0 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 80,784 | 1,738 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 19,479 | 39.09 | 418 | 41.69 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 12,270 | 264 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 10,980 | 14.04 | 236 | 16.83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 355,560 | 7,652 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 15,510 | 37.38 | 334 | 40.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 62,156 | 1,338 | ||||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 220,224 | 3.01 | 4,739 | 5.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 84,700 | 34.26 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 9,850 | 212 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14,148 | 304 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59,584 | 0.66 | 1,282 | 2.81 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 19,000 | 409 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8,667 | 1.80 | 187 | 3.91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39,807 | 103.51 | 857 | 107.77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,127 | 24 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56,023 | 42.88 | 1,206 | 45.88 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 70,796 | 267.03 | 1,517 | 273.65 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 11,783 | 254 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,911 | 192 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 32,607 | 181.09 | 702 | 187.30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 58,788 | 12.80 | 1,265 | 15.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,730 | 29.59 | 102 | 32.89 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 87,324 | 11.08 | 1,867 | 13.37 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16,098 | 1.63 | 346 | 3.90 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 113,603 | 2,445 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 31,972 | 43.76 | 688 | 47.01 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 11,535 | 0.68 | 248 | 2.90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 335,159 | 6.14 | 7,213 | 8.35 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 34,026 | 65.27 | 732 | 75.54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,368 | 202 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,268 | 2.71 | 737 | 4.84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142,219 | 13.43 | 3,061 | 15.82 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 37,963 | 2.48 | 817 | 4.62 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 94,004 | 33.42 | 2,023 | 36.16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9,665 | 208 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,562 | 0.99 | 572 | 3.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 146,351 | 2.72 | 3,149 | 4.86 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 355,560 | 151.90 | 7,652 | 157.18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 698 | 15 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20,237 | 37.79 | 436 | 40.78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 72,164 | 25.85 | 1,553 | 28.48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,641 | 2.28 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 315,864 | 3.10 | 6,797 | 5.25 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183,877 | 9.77 | 3,957 | 12.06 | ||||
| 2025-08-14 | 13F | UBS Group AG | 124,276 | 53.83 | 2,674 | 57.11 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 31,423 | 0.09 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 337,617 | 5.99 | 7,266 | 8.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,874,078 | 43.61 | 40,330 | 46.61 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 62,384 | 1,343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 449 | 22.01 | 10 | 28.57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 | 1 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 594,497 | 7.59 | 12,794 | 9.84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 131,561 | 166.06 | 2,831 | 171.69 |
