Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco BulletShares 2027 High Yield Corporate Bond ETF, to m.in Verity Asset Management, Inc., Matthew Goff Investment Advisor, LLC, Altium Investment Strategies LLC, Old Second National Bank Of Aurora, River Street Advisors LLC, Sidoxia Capital Management, LLC, Lbmc Investment Advisors, Llc, Stablepoint Partners, LLC, Susquehanna International Group, Llp, Wiley Bros.-aintree Capital, Llc, Nautilus Advisors LLC, Intentional Wealth Strategies, LLC, Migdal Insurance & Financial Holdings Ltd., Western Wealth Management, LLC, Fifth Third Bancorp, i Community Financial Services Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 26 524 | 17,26 | 593 | 16,05 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 11 196 | 2,04 | 250 | 0,81 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 14 661 | 33,66 | 328 | 31,85 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 360 230 | 2,23 | 8 057 | 1,09 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 766 470 | 73,95 | 17 142 | 72,04 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 22 872 | 27,39 | 512 | 25,86 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 8 598 | 378,20 | 194 | 385,00 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 260 609 | 5 829 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 25 464 | 133,70 | 569 | 131,30 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 419 | 9 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 600 | 13 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 976 475 | 6,26 | 44 204 | 5,09 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 19 930 | 6,18 | 446 | 4,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 2 188 | 1,34 | 0 | |||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 317 782 | 7 107 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 177 150 | 16,54 | 26 327 | 15,26 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 123 176 | 0,90 | 2 755 | -0,22 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 858 | 0,43 | 42 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 441 | 77 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2 975 | 67 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 10 101 | 226 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 42 045 | 2,69 | 940 | 1,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 121 646 | 2 721 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 49 706 | 11,96 | 1 112 | 10,66 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 15 480 | 69,48 | 346 | 67,96 | ||||
| 2026-05-05 | 13F | UBS Group AG | 582 999 | 5,27 | 13 039 | 4,10 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14 202 | 318 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 131 052 | 18,74 | 2 931 | 17,43 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 31 166 | 11,90 | 697 | 10,81 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 234 696 | 8,92 | 5 249 | 7,72 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 22 570 | 0,91 | 505 | -0,20 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 303 170 | 5 950 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 186 901 | 8,00 | 4 180 | 6,82 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 268 330 | 3,22 | 6 010 | 2,23 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 20 990 | 10,53 | 469 | 9,32 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 28 070 | 4,53 | 628 | 3,29 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 252 878 | 2 741,33 | 5 656 | 2 713,43 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 2 430 | 54 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 432 133 | 10,70 | 9 665 | 9,47 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 23 799 | 0,30 | 532 | -1,12 | ||||
| 2026-05-12 | 13F | Creative Planning | 9 671 | 1,65 | 216 | 0,47 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 271 003 | 6 091 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 27 261 | 9,00 | 610 | 7,79 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 350 571 | 10,40 | 7 841 | 9,19 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 86 188 | 20,06 | 1 928 | 18,73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2 120 | 47 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 65 660 | 4,53 | 1 469 | 3,31 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 40 695 | 20,49 | 910 | 19,27 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9 201 | 0,20 | 0 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 338 307 | 9,09 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 5 418 | 1,35 | 121 | 0,83 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 873 | 44,30 | 64 | 42,22 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 2 252 608 | 6,20 | 50 380 | 5,03 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 141 945 | 3 175 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 46 123 | 18,31 | 1 032 | 17,03 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 27 080 | 7,88 | 606 | 6,70 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15 550 | 24,80 | 349 | 24,20 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 138 | 14,08 | 473 | 12,65 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 357 172 | 69,04 | 30 353 | 67,18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 159 918 | 1,89 | 3 577 | 0,76 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 196 925 | 12,55 | 4 398 | 11,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 2 200 | 49 | ||||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 29 618 | 662 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 176 295 | 6,30 | 3 914 | 4,35 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 326 920 | 5,15 | 7 312 | 3,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 48 787 | 3,86 | 1 091 | 2,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 000 | 45 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 491 544 | 7,75 | 10 993 | 6,56 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 75 321 | 1,62 | 1 685 | 0,48 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 132 979 | 6,79 | 2 974 | 5,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12 238 | 274 | ||||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 14 191 | 14,82 | 320 | 13,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 73 522 | 14,75 | 1 644 | 13,54 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 71 054 | 1 589 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15 033 | 1,08 | 336 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 7 277 | 62,07 | 163 | 60,40 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 107 738 | 0,00 | 2 410 | -1,11 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 128 927 | 103,78 | 2 883 | 101,61 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 536 744 | 149,59 | 12 004 | 146,84 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 26 010 | 38,65 | 582 | 37,03 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 453 544 | 14,58 | 10 211 | 14,08 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 662 459 | 75,23 | 14 818 | 73,34 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 140 626 | 3 145 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 39 676 | 16,14 | 887 | 14,90 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 189 091 | 6,60 | 4 229 | 5,44 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2 157 | 48 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 271 003 | 180,88 | 6 091 | 178,59 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 91 689 | 9,50 | 2 051 | 8,29 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 58 236 | 78,34 | 1 | |||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 11 815 | 15,62 | 264 | 14,29 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 514 | 1,38 | 11 | 0,00 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 59 645 | 7,86 | 1 334 | 6,64 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 10 964 | 1,33 | 245 | 0,41 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 42 385 | 0,76 | 948 | -0,42 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 131 235 | 12,96 | 2 935 | 11,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 612 081 | 14,99 | 36 054 | 13,72 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 27 267 | 10,69 | 610 | 9,34 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 294 237 | 13,49 | 6 654 | 132 980,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 16 248 | 363 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 62 990 | 17,37 | 1 411 | 16,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 617 617 | 39,45 | 13 813 | 37,92 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 752 | 0,08 | 173 | -1,14 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 294 172 | 21,84 | 6 579 | 20,52 |
