Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF meliputi Reliant Wealth Planning, Accurate Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, dan BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 180,338 | 11.00 | 4,425 | 11.26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,369 | 136.90 | 58 | 141.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,594 | 0.67 | 432 | 0.94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 85,616 | 4.59 | 2,101 | 4.89 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 29,864 | 187.40 | 733 | 188.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193,682 | 0.76 | 4,753 | 1.00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 19,455 | 0.20 | 477 | 0.42 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 87,334 | 0.67 | 2,143 | 0.94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149,126 | 5.61 | 3,660 | 5.87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 44,786 | 14.09 | 1,099 | 14.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,572 | 6.87 | 333 | 7.42 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,063 | 100 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 140,705 | 7.65 | 3,453 | 7.91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11,777 | 24.93 | 289 | 25.22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74,986 | 16.97 | 1,840 | 17.27 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,595 | 23.34 | 284 | 23.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12,629 | 103.89 | 310 | 104.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117,878 | 8.85 | 2,893 | 9.13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 114,183 | 20.68 | 2,802 | 20.98 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 10,065 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 312,416 | 8.18 | 7,667 | 8.45 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 20,380 | 500 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,178 | 46.30 | 618 | 46.56 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28,084 | 688 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 29,632 | 0.04 | 727 | 0.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148,620 | 9.13 | 3,647 | 9.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 69,972 | 2 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 44,214 | 0.84 | 1,085 | 1.12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 101,564 | 37.77 | 2,492 | 38.14 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,042 | 0.23 | 786 | 0.51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,406 | 1.05 | 206 | 1.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15,744 | 0.13 | 386 | 0.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83,409 | 19.88 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 93,899 | 12.53 | 2,304 | 12.83 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 45,374 | 11.73 | 1,113 | 11.97 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14,123 | 347 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12,257 | 0.59 | 301 | 0.67 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 116,560 | 16.31 | 2,860 | 16.59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 239 | -7.75 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 290,279 | 7.07 | 7,123 | 7.34 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,537 | 0.67 | 406 | 0.75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 22,066 | 542 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,542 | 0.20 | 62 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,422 | 14.00 | 1,311 | 14.21 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 26,314 | 12.10 | 646 | 12.37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 431,703 | 7.83 | 10,594 | 8.09 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,818 | 4.07 | 511 | 4.29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 83,356 | 2,046 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,000 | 221 |
