Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF meliputi Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Legacy Private Trust Co., Brown Advisory Inc, Foundry Financial Group, Inc., Wealth Enhancement Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 118,291 | 16.01 | 2,686 | 15.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146,973 | 1.68 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16,246 | 0.74 | 369 | 0.55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168,576 | 11.92 | 3,828 | 11.77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37,262 | 74.33 | 846 | 74.07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,837 | 5.59 | 292 | 5.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19,764 | 79.07 | 449 | 78.88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28,555 | 648 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139,894 | 5.77 | 3,203 | 6.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65,917 | 17.19 | 1,497 | 16.97 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118,476 | 8.34 | 2,691 | 8.21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73,757 | 56.22 | 1,675 | 56.10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47,862 | 14.68 | 1,087 | 14.44 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14,350 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,288 | 302 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22,085 | 502 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148,285 | 7.80 | 3,368 | 7.64 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,420 | 0.74 | 350 | 0.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,785 | 0.74 | 222 | 0.91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,158 | 27.53 | 253 | 27.14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,526 | 25.56 | 284 | 25.66 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12,084 | 160.77 | 274 | 160.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187,892 | 28.67 | 4,267 | 28.52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234,965 | 13.15 | 5,336 | 13.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,791 | 46.32 | 586 | 46.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,350 | 2.64 | 394 | 2.60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119,651 | 37.90 | 2,717 | 37.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69,334 | 19.06 | 1,575 | 18.88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22,830 | 9.63 | 518 | 9.51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26,155 | 20.31 | 594 | 20.04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38,190 | 8.21 | 867 | 8.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65,794 | 26.96 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134,189 | 47.45 | 3,047 | 47.27 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21,251 | 3.38 | 483 | 3.21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10,642 | 0.73 | 242 | 0.42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,062 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154,598 | 5.96 | 3,511 | 5.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,125 | 0.76 | 48 | 2.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,461 | 91.70 | 169 | 92.05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6.87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65,779 | 9.19 | 1,494 | 9.06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216,812 | 2.55 | 4,924 | 2.41 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9,528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610,608 | 90.38 | 13,867 | 90.13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,478 | 0.97 | 4,894 | 0.82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,280 | 13.60 | 778 | 13.41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,968 | 2.99 | 1,725 | 2.86 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9,310 | 0.61 | 211 | 0.48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48,095 | 2.35 | 1,092 | 2.25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286,752 | 60.96 | 6,512 | 60.75 |
