Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF meliputi Elequin Capital Lp, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Avantax Advisory Services, Inc., Farther Finance Advisors, LLC, dan WFA of San Diego, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 65,522 | 7.82 | 1,409 | 7.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 159,779 | 6.32 | 3,435 | 5.92 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 21,392 | 23.29 | 460 | 22.73 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 30,178 | 649 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47,264 | 26.30 | 1,016 | 25.90 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 77,698 | 9.59 | 1,682 | 9.94 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 140,313 | 8.08 | 3,017 | 7.68 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 103,636 | 13.93 | 2,228 | 13.56 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29,405 | 5.41 | 632 | 5.16 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 23,327 | 502 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32,791 | 35.73 | 705 | 35.32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 122,513 | 29.89 | 2,634 | 29.43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18,326 | 47.40 | 394 | 47.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 97,290 | 7.86 | 2,092 | 7.45 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,726 | 0.76 | 123 | 0.82 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 16,257 | 0.76 | 350 | 0.29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 47,904 | 423.94 | 1,029 | 422.34 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13,279 | 26.72 | 286 | 26.11 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 99,196 | 0.74 | 2,133 | 0.38 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 131,932 | 46.41 | 2,837 | 45.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,811 | 8.14 | 985 | 7.66 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,567 | 34 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 7,900 | 170 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 231,368 | 6.56 | 4,974 | 6.17 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 45,804 | 9.05 | 985 | 8.61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 56,073 | 5.71 | 1,206 | 5.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 47,013 | 14.21 | 1 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 59,367 | 54.82 | 1,276 | 54.29 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,035 | 28.35 | 108 | 28.57 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 118,083 | 203.13 | 2,539 | 202.14 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 47,654 | 1,025 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 119,599 | 14.09 | 2,571 | 13.66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 822 | 27.05 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,695 | 251 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 258 | 0.78 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 159,854 | 1.41 | 3,437 | 1.03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,768 | 0.39 | 232 | 0.00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9,705 | 0.62 | 209 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 399,349 | 3.04 | 8,586 | 2.65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96,720 | 8.38 | 2,079 | 8.00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 178,894 | 11.92 | 3,846 | 11.51 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 57,738 | 3.23 | 1,241 | 2.90 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21,967 | 57.48 | 472 | 56.81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 44,902 | 3.92 | 1 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 82,200 | 26.46 | 1,767 | 26.03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,529 | 205 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 20,809 | 447 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,015 | 22 |
