Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco BulletShares 2026 High Yield Corporate Bond ETF meliputi Kovitz Investment Group Partners, LLC, Quadrature Capital Ltd, HB Wealth Management, LLC, Goldman Sachs Group Inc, Diversify Wealth Management, Llc, Astoria Portfolio Advisors LLC., Alerus Financial Na, McElhenny Sheffield Capital Management, LLC, SRS Capital Advisors, Inc., dan Cornerstone Planning Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 57,375 | 4.34 | 1,339 | 4.94 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 484,033 | 49.79 | 11,292 | 50.70 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 15,572 | 10.83 | 363 | 11.69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 568,763 | 0.32 | 13,269 | 0.93 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 33,136 | 2.88 | 773 | 3.62 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,952 | 302 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,867 | 23.10 | 417 | 23.81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80,185 | 4.09 | 1,871 | 4.70 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 167,926 | 3,918 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29,496 | 688 | ||||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 54,485 | 0.23 | 1,271 | 0.87 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 49,890 | 27.13 | 1,164 | 27.80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51,876 | 0.37 | 1,203 | 0.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 28,665 | 1.02 | 669 | 1.67 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 100,717 | 29.95 | 2,349 | 30.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 50,612 | 2.45 | 1,181 | 3.06 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,047 | 24 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 547,041 | 57.10 | 12,763 | 58.06 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 372,870 | 8,699 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,979 | 3.89 | 209 | 4.50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 106,229 | 41.00 | 2,478 | 41.36 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 61,696 | 0.18 | 1,439 | 0.77 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 139,695 | 7.35 | 3,259 | 8.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29,724 | 693 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 20,384 | 29.35 | 476 | 30.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 166,255 | 4.51 | 3,879 | 5.12 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 146,828 | 1.88 | 3,425 | 2.48 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 17,357 | 2.80 | 405 | 3.32 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 70,627 | 2.68 | 1,648 | 3.26 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29,869 | 697 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 9,967 | 0 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 422,336 | 15.29 | 9,853 | 15.99 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 37,449 | 874 | ||||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 93,928 | 1.17 | 2,191 | 1.76 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 159,685 | 5.29 | 3,725 | 5.91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 16,296 | 3.17 | 380 | 3.83 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,356 | 2.42 | 755 | 3.01 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 20,907 | 8.23 | 488 | 8.95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 161,951 | 2.61 | 3,778 | 3.22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 282,299 | 13.56 | 7 | 20.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 40,397 | 0.58 | 1 | |||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 488,549 | 2,185.72 | 11 | |||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 25,258 | 3.33 | 589 | 4.06 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,450 | 10.79 | 244 | 11.47 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 50,740 | 1.10 | 1,184 | 1.72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,299 | 41.85 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 568 | 175.73 | 13 | 225.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 416 | 10 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 25,719 | 0.59 | 600 | 1.35 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 72,794 | 4.53 | 1,698 | 5.20 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 112,815 | 1.80 | 2,632 | 2.41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,331,214 | 3.80 | 54,387 | 4.42 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 275,372 | 6,424 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,284 | 27.52 | 147 | 28.07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,637 | 21.50 | 248 | 22.17 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 343,851 | 2.74 | 8,022 | 3.36 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236,273 | 2.34 | 5,512 | 2.97 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 252,279 | 5,886 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 284,051 | 22.05 | 6,627 | 22.77 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 45,180 | 4.50 | 1,054 | 5.19 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 23,818 | 557 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 21,009 | 2.78 | 490 | 3.59 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 45,879 | 3.40 | 1,070 | 4.09 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 373,124 | 8,705 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 329,478 | 34.54 | 7,687 | 35.34 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 2,000 | 210 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 2,570 | 60 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 59,268 | 70.31 | 1,381 | 70.70 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 823,523 | 1.10 | 19,213 | 1.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 97,070 | 5.44 | 2,265 | 6.09 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 484 | 1.68 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 422,772 | 0.81 | 9,863 | 1.42 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 282,006 | 4.47 | 6,574 | 4.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152,060 | 12.04 | 3,545 | 12.68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 138,964 | 86.56 | 3,242 | 87.72 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 17,839 | 1.54 | 416 | 2.21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151,659 | 7.08 | 3,538 | 7.73 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 196,528 | 7.29 | 4,585 | 7.55 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 63,678 | 38.04 | 1,486 | 38.91 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 150,244 | 7.23 | 3,505 | 7.88 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,950 | 92 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 87 | 2 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 57,935 | 11.68 | 1,352 | 12.30 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,810 | 2,029.41 | 42 | 4,100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 246,486 | 4.66 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,507,539 | 23.57 | 35,171 | 24.32 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99,520 | 0.26 | 2,322 | 0.87 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 328,992 | 20.78 | 7,675 | 21.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 85,535 | 117.47 | 1,996 | 118.75 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 47,316 | 42.69 | 1,104 | 43.62 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 144,281 | 29.38 | 3,366 | 30.16 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,075,834 | 29.65 | 48,429 | 30.43 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 210,756 | 6.22 | 4,917 | 6.85 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 55,679 | 1,299 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,713 | 94.42 | 227 | 96.52 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 18,946 | 441 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 33,783 | 168.61 | 1 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 220,261 | 4.77 | 5 | 25.00 |
