Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF meliputi 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, dan Farther Finance Advisors, 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. | 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 |
