Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco BulletShares 2027 High Yield Corporate Bond ETF meliputi Modern Wealth Management, LLC, Collective Family Office Llc, Evexia Wealth Llc, Summit Investment Advisory Services, LLC, BXM Wealth LLC, Cambridge Investment Research Advisors, Inc., Dynamic Advisor Solutions LLC, Farther Finance Advisors, LLC, WFA of San Diego, LLC, Alerus Financial Na, McElhenny Sheffield Capital Management, LLC, dan SRS Capital Advisors, Inc. .
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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 331,309 | 1.23 | 7,522 | 2.59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140,069 | 2.14 | 3,180 | 3.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93,553 | 68.37 | 2 | 100.00 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 77,524 | 4.04 | 1,760 | 5.45 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 29,442 | 2.94 | 668 | 4.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,904 | 0 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9,336 | 0.77 | 212 | 1.93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,763 | 26.04 | 403 | 27.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22,881 | 49.10 | 520 | 51.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 223,347 | 5,071 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 109,801 | 2,493 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,984 | 10.01 | 249 | 11.66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,159 | 185 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 29,374 | 14.63 | 667 | 16.03 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 122,451 | 7.92 | 2,780 | 9.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,118 | 3,287.88 | 25 | |||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 61,125 | 445.76 | 1,385 | 453.60 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66,075 | 5.48 | 1,480 | 5.49 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5,191 | 118 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 443 | 10 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 457,030 | 244.83 | 10,377 | 249.48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,030,615 | 7.66 | 23,400 | 9.11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 238,480 | 19.09 | 5 | 25.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 139,167 | 11.95 | 3,160 | 13.43 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1,381 | 210 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13,339 | 70.49 | 303 | 72.57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19,635 | 9.02 | 446 | 10.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,495 | 93.75 | 5,256 | 96.38 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21,628 | 20.00 | 491 | 21.84 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 148,242 | 3,370 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 8,898 | 202 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,991 | 45 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 202,448 | 4,597 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21,358 | 0.54 | 485 | 1.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 102,441 | 5.52 | 2,326 | 6.90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4,378 | 99 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 759,061 | 2.05 | 17,234 | 3.42 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73,197 | 0.02 | 1,662 | 1.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137,062 | 10.86 | 3,112 | 12.39 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2,791 | 63 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 492 | 1.65 | 11 | 10.00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 17,213 | 3.77 | 391 | 5.12 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 114,478 | 6.99 | 2,596 | 8.13 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 53,392 | 135.17 | 1,212 | 138.58 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 18,501 | 2.11 | 420 | 3.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 70,439 | 27.56 | 1,599 | 29.26 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 15,571 | 354 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 25,569 | 12.99 | 581 | 14.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60,898 | 390.72 | 1,383 | 397.12 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 20,413 | 2.37 | 463 | 3.81 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 31,997 | 64.33 | 726 | 70.02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,809 | 3.04 | 1,244 | 4.45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,240 | 34.62 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,779 | 10.85 | 358 | 12.58 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 14,073 | 6.87 | 320 | 8.14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99,459 | 0.83 | 2,258 | 2.22 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,718 | 2.76 | 743 | 4.07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 664,240 | 8.52 | 15,082 | 9.98 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387,566 | 82.80 | 8,800 | 85.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 153,108 | 8.83 | 3,476 | 10.28 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 154,420 | 9.30 | 3,506 | 10.77 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,437 | 237 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 11,290 | 775.19 | 256 | 814.29 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 289,685 | 5.76 | 6,577 | 7.19 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79,464 | 13.35 | 1,804 | 14.90 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 68,904 | 4.28 | 1,564 | 5.68 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 85,148 | 2.23 | 1,933 | 3.59 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,000 | 23.46 | 23 | 22.22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,113 | 14,853.72 | 638 | 15,850.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35,226 | 0.25 | 802 | 1.91 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 223,347 | 156.40 | 5,071 | 159.92 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23,216 | 527 | ||||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 67,552 | 2.73 | 1,534 | 4.07 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 133,930 | 28.89 | 3,041 | 30.58 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 18,746 | 13.64 | 426 | 15.18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,127 | 0.66 | 639 | 1.92 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10,470 | 7.55 | 238 | 8.72 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 335,165 | 15.61 | 7,610 | 17.15 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 39,291 | 5.90 | 892 | 7.34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 987 | 22 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 344,790 | 31.84 | 7,828 | 33.61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,203 | 0.76 | 118 | 2.61 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 334,525 | 1.02 | 7,595 | 2.37 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,214 | 1.59 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 25,400 | 9.72 | 577 | 13.39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,088,901 | 24.05 | 24,723 | 25.71 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 283,528 | 2.73 | 6 | 0.00 |
