Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF includ Jones Financial Companies Lllp, Bank Of America Corp /de/, Farther Finance Advisors, LLC, Opulen Financial Group LLC, Goldman Sachs Group Inc, Independence Bank of Kentucky, Redmond Asset Management, LLC, UBS Group AG, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, NorthAvenue LLC, Addison Advisors LLC, Capital Analysts, Inc., Advisory Services Network, LLC, Fifth Third Bancorp, și Key FInancial Inc .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | River Wealth Advisors LLC | 41.888 | 328,39 | 860 | 323,15 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 70.144 | 113,54 | 1.439 | 110,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.643 | 0 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 8.731 | 179 | ||||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 68.233 | 9,53 | 1.400 | 8,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 142.737 | 1,08 | 2.929 | -0,34 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 51.585 | 135,96 | 1.059 | 133,04 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 89.668 | 0,38 | 1.840 | -1,02 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17.545 | 360 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 381.734 | 199,98 | 7.833 | 195,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 450 | 9 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13.234 | 10,25 | 272 | 8,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 115.057 | 61,13 | 2.361 | 58,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.076 | 43 | ||||||
| 2026-04-20 | 13F | YANKCOM Partnership | 13.410 | 3,68 | 275 | 2,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 59.970 | 1.231 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 62.897 | 165,00 | 1.291 | 161,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41.416 | 850 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110.372 | 108,21 | 2.265 | 105,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.543 | 196 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.971.715 | 1.881,76 | 40.460 | 1.854,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 131.187 | 2.657 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.460 | 9,36 | 30 | 7,41 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 165.848 | 139,51 | 3.403 | 136,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 138.342 | 36,15 | 2.839 | 34,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 17.746 | 5,49 | 364 | 4,00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 11.602 | 26,01 | 238 | 24,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 119.591 | 31,27 | 2.454 | 29,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 198.853 | 30,26 | 4.080 | 28,46 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 40.084 | 20,70 | 823 | 18,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10.515 | 216 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 37.010 | 13,02 | 759 | 11,45 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 77.370 | 3,96 | 1.588 | 2,52 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4.735 | 8,73 | 97 | 7,78 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 35.421 | 4,19 | 727 | 2,69 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 19.476 | 1,03 | 400 | -0,50 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 37.206 | 23,46 | 763 | 21,69 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 26.974 | 554 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.885 | 367 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 16.874 | 15,85 | 346 | 14,19 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 153.760 | 3.155 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 37.440 | 35,16 | 768 | 33,33 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 891.218 | 7,51 | 18.288 | 6,01 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 75.780 | 25,46 | 1.555 | 23,81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 115.342 | 47,84 | 2.367 | 45,78 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 146.646 | 110,15 | 3.009 | 107,23 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 100 | 2 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 11.261 | 231 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16.285 | 2,10 | 334 | 0,91 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6.777 | 10,77 | 139 | 9,45 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 6.769 | 60,02 | 139 | 56,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 92.719 | 8.313,70 | 1.903 | 8.545,45 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 7.939 | 163 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2.881 | 59 |
