Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco BulletShares 2030 High Yield Corporate Bond ETF meliputi Mercer Global Advisors Inc /adv, We Are One Seven, LLC, Alaska Permanent Capital Management, BridgePort Financial Solutions, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 281,467 | 5.04 | 7,322 | 7.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 42,019 | 267.40 | 1,090 | 274.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 129,608 | 2.28 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 53,772 | 34.44 | 1,399 | 37.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 240,471 | 2,866.95 | 6,256 | 2,936.41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 28,966 | 104.24 | 754 | 108.59 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,633 | 6.32 | 771 | 8.45 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 258,300 | 6,720 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14,720 | 37.72 | 382 | 40.44 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 336,228 | 2.11 | 8,715 | 2.54 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,762 | 2.05 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 8,229 | 214 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,730 | 144.07 | 409 | 149.39 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6,450 | 124.74 | 168 | 128.77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 237,888 | 24.65 | 6,189 | 27.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,680 | 84.83 | 980 | 88.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,428 | 224.97 | 167 | 234.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46,256 | 21.30 | 1,203 | 23.89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18,921 | 492 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 16,810 | 0.10 | 0 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 395,490 | 1,670.01 | 10,289 | 1,708.08 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 13,780 | 4.67 | 358 | 6.87 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 296,187 | 2.22 | 7,705 | 4.33 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7,856 | 204 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 523,003 | 89.12 | 13,606 | 93.01 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 156,243 | 23.50 | 4,065 | 26.05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4,141 | 0.41 | 108 | 1.90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,352 | 191 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30,648 | 797 |
