Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco BulletShares 2026 High Yield Corporate Bond ETF, to m.in Matthew Goff Investment Advisor, LLC, Sidoxia Capital Management, LLC, Altium Investment Strategies LLC, TFR Capital, LLC., Global Assets Advisory, LLC, Avidian Wealth Solutions, LLC, StoneX Group Inc., Hrt Financial Lp, Western Wealth Management, LLC, Intentional Wealth Strategies, LLC, Capital Investment Advisory Services, LLC, Gen-Wealth Partners Inc, UMA Financial Services, Inc., Fifth Third Bancorp, Community Financial Services Group, LLC, i Bnp Paribas Arbitrage, Sa .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-06 | 13F | CX Institutional | 2 042 | 1,39 | 0 | |||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 31 546 | 731 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 91 | 1,11 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 200 603 | 4,13 | 4 631 | 2,98 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 10 834 | 295,83 | 253 | 300,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 358 722 | 2,19 | 8 313 | 1,46 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 22 357 | 15,06 | 518 | 14,10 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 53 780 | 25,06 | 1 246 | 24,23 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 055 616 | 2,15 | 24 464 | 1,43 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 403 | 9 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 332 780 | 7,89 | 7 712 | 7,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 470 | 34 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 428 | 10 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 43 252 | 12,80 | 1 002 | 12,08 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 155 423 | 1,26 | 3 602 | 0,53 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 34 765 | 0,05 | 806 | -0,74 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 115 061 | 2 667 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 139 197 | 3 226 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 143 152 | 4,52 | 3 318 | 3,79 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 30 047 | 2,18 | 696 | 1,46 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 16 211 | 1,16 | 376 | 0,27 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 33 881 | 6,93 | 785 | 6,22 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 20 553 | 13,23 | 476 | 12,53 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 105 792 | 28,02 | 2 452 | 27,13 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 62 149 | 0,26 | 1 440 | -0,41 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3 875 | 7,52 | 90 | 5,95 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 30 566 | 2,24 | 708 | 1,58 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 30 062 | 697 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 20 328 | 0,77 | 471 | 0,21 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 68 760 | 25,66 | 1 594 | 24,75 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 405 897 | 1,73 | 55 757 | 1,01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 208 | 674,06 | 143 | 694,44 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 15 510 | 0,05 | 359 | -0,55 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 486 104 | 9 494 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 191 104 | 7,30 | 4 429 | 6,54 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 209 683 | 5,02 | 4 859 | 4,27 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1 021 704 | 12,70 | 23 678 | 11,90 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 93 983 | 9,69 | 2 178 | 8,95 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 547 860 | 1,61 | 12 697 | 105 700,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 369 699 | 1,75 | 8 567 | 1,01 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 64 423 | 10,00 | 1 493 | 9,30 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 473 691 | 10,43 | 10 978 | 9,65 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 50 | 1 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1 039 243 | 4,70 | 24 084 | 3,96 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2 077 | 48 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 87 332 | 8,95 | 2 024 | 8,18 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 22 447 | 13,01 | 520 | 12,31 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 137 419 | 3 194 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 30 359 | 0,24 | 1 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 82 192 | 83,81 | 1 905 | 82,55 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 60 814 | 3,54 | 1 409 | 2,85 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 36 432 | 11,24 | 844 | 10,47 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 25 017 | 2,92 | 580 | 2,12 | ||||
| 2026-04-24 | 13F | United Community Bank | 2 200 | 51 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 375 681 | 34,62 | 8 701 | 33,58 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 260 | 122 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 3 014 | 70 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 453 955 | 551,66 | 10 520 | 547,38 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 61 773 | 17,76 | 1 436 | 17,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 144 033 | 63,86 | 3 338 | 62,70 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 159 860 | 2,97 | 3 705 | 2,24 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 73 172 | 1,63 | 1 696 | 0,89 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 28 916 | 670 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 250 | 75 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 18 310 | 424 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 9 254 | 1,21 | 214 | 0,47 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 4 807 | 21,70 | 111 | 20,65 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3 163 | 73 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 3 386 | 78 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 152 380 | 1,27 | 3 531 | 0,54 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 438 485 | 13,19 | 10 193 | 12,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 299 198 | 5,43 | 6 983 | 116 283,33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 456 | 0,08 | 173 | -0,58 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 360 465 | 4,77 | 8 354 | 4,02 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 41 161 | 954 | ||||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 162 799 | 3 773 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 206 116 | 22,20 | 4 777 | 21,34 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 752 293 | 12,30 | 17 436 | 11,51 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 190 491 | 5,36 | 4 415 | 4,62 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13 432 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 84 265 | 39,24 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 38 912 | 9,35 | 902 | 8,55 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 11 035 | 13,52 | 256 | 12,83 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 762 | 70,31 | 111 | 70,77 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 506 | 1,40 | 12 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 2 232 | 52 | ||||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 58 022 | 3,05 | 1 345 | 2,28 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 15 428 | 500,31 | 358 | 505,08 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 47 581 | 1,17 | 1 103 | 0,46 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 103 450 | 11,33 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 107 071 | 2 481 | ||||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 133 383 | 6,21 | 3 091 | 5,46 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 256 808 | 4,86 | 29 127 | 4,12 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 759 334 | 3,24 | 17 598 | 2,50 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 19 140 | 2,70 | 444 | 2,07 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 13 964 | 3,08 | 324 | 2,22 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 623 416 | 43,08 | 14 448 | 42,07 |
