Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco BulletShares 2029 High Yield Corporate Bond ETF, to m.in Stablepoint Partners, LLC, Lbmc Investment Advisors, Llc, S.E.E.D. Planning Group LLC, Intrua Financial, LLC, Atria Investments Llc, Wealth Quarterback LLC, Fifth Third Bancorp, TD Waterhouse Canada Inc., Claris Financial LLC, Western Wealth Management, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 16 803 | 38,67 | 353 | 35,77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23 865 | 13,27 | 502 | 10,82 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 41 804 | 6,47 | 1 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 23 856 | 146,83 | 502 | 142,03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 169 579 | 8,00 | 3 567 | 5,63 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 366 124 | 1,12 | 7 701 | -1,12 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 348 291 | 190,81 | 7 326 | 184,39 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 52 446 | 1,18 | 1 103 | -0,99 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 70 984 | 17,86 | 1 493 | 15,29 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 139 140 | 5,94 | 2 927 | 3,61 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 69 587 | 0,10 | 1 464 | -2,14 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 27 683 | 21,58 | 582 | 19,02 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2 175 | 12,99 | 46 | 9,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71 654 | 0,63 | 1 507 | -1,57 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9 046 | 39,32 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 698 | 99 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 799 650 | 34,43 | 16 821 | 31,46 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 318 620 | 4,46 | 6 702 | 2,16 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 46 663 | 13,31 | 982 | 10,85 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 34 387 | 723 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 119 647 | 2,74 | 2 517 | 0,48 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 38 112 | 20,17 | 802 | 17,45 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15 140 | 318 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 23 856 | 79,95 | 502 | 75,79 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 115 497 | 2 429 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 37 298 | 21,32 | 785 | 18,61 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 330 313 | 3,41 | 6 948 | 1,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 878 145 | 17,75 | 60 542 | 15,15 | ||||
| 2026-04-06 | 13F | CX Institutional | 1 222 | 1,58 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 27 854 | 6,53 | 586 | 4,09 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 33 029 | 13,39 | 695 | 10,86 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6 350 | 2,07 | 134 | 0,00 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 18 251 | 35,28 | 384 | 32,07 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 30 951 | 0,59 | 651 | -1,51 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 76 770 | 1 615 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 602 | 1,69 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 42 440 | 6,74 | 893 | 4,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4 698 | 573,07 | 101 | 573,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 186 679 | 5,88 | 3 927 | 3,53 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21 970 | 49,54 | 466 | 47,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 80 926 | 1 702 | ||||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 12 675 | 23,21 | 267 | 20,36 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 54 088 | 237,88 | 1 138 | 230,52 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 408 896 | 0,63 | 8 622 | -1,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4 100 | 86 | ||||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 145 376 | 16,84 | 3 058 | 14,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 483 657 | 66,81 | 10 174 | 63,13 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 3 106 | 65 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11 821 | 0,63 | 249 | -1,59 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 10 836 | 228 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 35 426 | 241,75 | 745 | 235,59 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 48 799 | 100,82 | 1 026 | 96,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7 172 | 1,62 | 151 | -0,66 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 33 795 | 3,34 | 711 | 1,00 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 28 609 | 29,25 | 602 | 26,26 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 840 770 | 2,49 | 17 686 | 0,51 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 44 231 | 35,08 | 930 | 32,10 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 10 026 | 211 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17 253 | 17,62 | 363 | 14,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25 366 | 10,27 | 1 | |||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 76 287 | 40,72 | 1 605 | 37,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 580 655 | 45,69 | 12 214 | 42,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 415 119 | 7,10 | 8 732 | 4,74 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 15 560 | 1,61 | 327 | -0,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 460 | 10 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 185 057 | 7,54 | 3 893 | 5,16 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 101 965 | 33,20 | 2 145 | 30,26 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 18 618 | 5,36 | 392 | 2,89 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 217 659 | 3,99 | 4 578 | 1,69 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 101 731 | 12,50 | 2 188 | 218 700,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 195 551 | 33,34 | 4 067 | 28,92 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 32 134 | 0,13 | 676 | -2,32 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 501 | 11 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 21 399 | 12,66 | 450 | 10,29 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 319 190 | 6 714 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6 882 | 0,12 | 145 | -2,04 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 14 760 | 17,43 | 310 | 14,81 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 391 229 | 5,98 | 8 230 | 3,64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 41 337 | 870 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2 438 | 143,80 | 51 | 142,86 |
