Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF, to m.in Jones Financial Companies Lllp, Bank Of America Corp /de/, Farther Finance Advisors, LLC, Opulen Financial Group LLC, Goldman Sachs Group Inc, Independence Bank of Kentucky, Redmond Asset Management, LLC, UBS Group AG, Northwestern Mutual Wealth Management Co, Asset Dedication, LLC, NorthAvenue LLC, Addison Advisors LLC, Capital Analysts, Inc., Advisory Services Network, LLC, Fifth Third Bancorp, i Key FInancial Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | River Wealth Advisors LLC | 41 888 | 328,39 | 860 | 323,15 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 70 144 | 113,54 | 1 439 | 110,69 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 643 | 0 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 8 731 | 179 | ||||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 68 233 | 9,53 | 1 400 | 8,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 142 737 | 1,08 | 2 929 | -0,34 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 51 585 | 135,96 | 1 059 | 133,04 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 89 668 | 0,38 | 1 840 | -1,02 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 17 545 | 360 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 381 734 | 199,98 | 7 833 | 195,81 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 450 | 9 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 13 234 | 10,25 | 272 | 8,84 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 115 057 | 61,13 | 2 361 | 58,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 076 | 43 | ||||||
| 2026-04-20 | 13F | YANKCOM Partnership | 13 410 | 3,68 | 275 | 2,23 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 59 970 | 1 231 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 62 897 | 165,00 | 1 291 | 161,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 41 416 | 850 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 110 372 | 108,21 | 2 265 | 105,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9 543 | 196 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 971 715 | 1 881,76 | 40 460 | 1 854,54 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 131 187 | 2 657 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 460 | 9,36 | 30 | 7,41 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 165 848 | 139,51 | 3 403 | 136,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 138 342 | 36,15 | 2 839 | 34,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 17 746 | 5,49 | 364 | 4,00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 11 602 | 26,01 | 238 | 24,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 119 591 | 31,27 | 2 454 | 29,43 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 198 853 | 30,26 | 4 080 | 28,46 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 40 084 | 20,70 | 823 | 18,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10 515 | 216 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 37 010 | 13,02 | 759 | 11,45 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 77 370 | 3,96 | 1 588 | 2,52 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4 735 | 8,73 | 97 | 7,78 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 35 421 | 4,19 | 727 | 2,69 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 19 476 | 1,03 | 400 | -0,50 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 37 206 | 23,46 | 763 | 21,69 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 26 974 | 554 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17 885 | 367 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 16 874 | 15,85 | 346 | 14,19 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 153 760 | 3 155 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 37 440 | 35,16 | 768 | 33,33 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 891 218 | 7,51 | 18 288 | 6,01 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 75 780 | 25,46 | 1 555 | 23,81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 115 342 | 47,84 | 2 367 | 45,78 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 146 646 | 110,15 | 3 009 | 107,23 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 100 | 2 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 11 261 | 231 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16 285 | 2,10 | 334 | 0,91 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6 777 | 10,77 | 139 | 9,45 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 6 769 | 60,02 | 139 | 56,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 92 719 | 8 313,70 | 1 903 | 8 545,45 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 7 939 | 163 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 2 881 | 59 |
