Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF, to m.in Financial Solutions Advisory Group, Inc., Thomas J. Herzfeld Advisors, Inc., Willis Johnson & Associates, Inc., Cambridge Financial Group, LLC, Intentional Wealth Strategies, LLC, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Kestra Private Wealth Services, Llc, BridgePort Financial Solutions, LLC, Ausdal Financial Partners, Inc., HighPoint Advisor Group LLC, Anchor Investment Management, LLC, i Golden State Equity Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | PAX Financial Group, LLC | 47 190 | 0,31 | 1 116 | 0,27 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 111 898 | 11,08 | 2 648 | 11,12 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 214 466 | 5,62 | 5 073 | 5,56 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 69 182 | 24,12 | 1 633 | 23,90 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 46 214 | 108,17 | 1 093 | 108,19 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7 173 | 239,47 | 170 | 238,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 38 700 | 12,26 | 915 | 12,27 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 12 427 | 7,22 | 294 | 6,93 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 31 746 | 751 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 130 | 2,25 | 98 | 2,11 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 344 756 | 8 155 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12 327 | 292 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 8 586 | 203 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 108 916 | 45,18 | 2 547 | 44,41 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 23 622 | 30,16 | 559 | 30,07 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18 138 | 0,55 | 429 | 0,70 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 462 632 | 2,96 | 10 943 | 2,92 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 38 136 | 0,09 | 902 | 0,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 124 735 | 7,93 | 2 950 | 7,86 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 54 083 | 24,73 | 1 279 | 24,66 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 50 949 | 2,64 | 1 206 | 2,64 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 31 506 | 505,88 | 745 | 505,69 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12 786 | 302 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 13 931 | 0,24 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 21 255 | 503 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 9 746 | 231 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 42 151 | 8,52 | 997 | 8,49 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10 788 | 13,94 | 255 | 13,84 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 23 263 | 10,75 | 550 | 10,66 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 15 505 | 48,84 | 367 | 48,78 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9 298 | 220 | ||||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 166 160 | 6,72 | 3 930 | 6,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 500 074 | 12,17 | 11 829 | 12,12 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 96 212 | 2 276 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 14 619 | 0,04 | 346 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 850 | 20 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 16 393 | 388 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 150 408 | 11,22 | 3 558 | 11,16 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 47 081 | 0,40 | 1 114 | 0,36 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 13 194 | 312 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 252 | 266 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11 354 | 269 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 466 692 | 63,92 | 11 039 | 63,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 332 665 | 65,64 | 7 869 | 65,57 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 67 859 | 4,53 | 1 605 | 4,49 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 83 496 | 56,61 | 1 975 | 56,62 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 57 520 | 74,26 | 1 361 | 74,14 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 563 847 | 2,46 | 13 337 | 2,42 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 138 451 | 7,20 | 3 274 | 7,13 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 394 919 | 6,78 | 9 341 | 6,73 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12 786 | 302 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 70 988 | 4,20 | 1 679 | 4,16 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 29 390 | 14,28 | 695 | 14,31 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 196 490 | 14,14 | 4 648 | 14,09 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 53 311 | 97,24 | 1 261 | 97,34 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 8 715 | 0,57 | 206 | 0,49 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 22 634 | 535 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215 989 | 0,75 | 5 109 | 0,71 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 347 | 6,05 | 103 | 5,15 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 36 045 | 0,32 | 853 | 0,24 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 10 931 | 259 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 230 738 | 44,63 | 5 458 | 44,56 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 78 511 | 31,56 | 1 857 | 31,52 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 30 545 | 0,99 | 723 | 0,98 | ||||
| 2026-05-05 | 13F | UBS Group AG | 254 229 | 29,45 | 6 014 | 29,40 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 24 880 | 13,74 | 589 | 13,73 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42 151 | 997 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 27 456 | 37,25 | 649 | 37,21 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29 024 | 3,04 | 687 | 3,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22 954 | 24,39 | 543 | 24,31 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 37 991 | 18,49 | 900 | 18,13 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 14 216 | 24,02 | 336 | 23,99 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 510 | 142,38 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36 915 | 12,90 | 873 | 12,94 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 176 485 | 73,58 | 4 | 100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 47 203 | 0,13 | 1 117 | 0,09 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 49 440 | 4,44 | 1 169 | 4,38 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 23 066 | 69,72 | 546 | 69,78 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 68 975 | 2,63 | 1 632 | 2,64 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 171 911 | 8,88 | 4 066 | 8,83 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6 200 | 147 | ||||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 39 013 | 0,38 | 923 | -0,11 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15 322 | 0,67 | 362 | 0,56 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 90 102 | 2,88 | 2 131 | 2,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14 699 | 10,69 | 348 | 10,51 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 23 170 | 2,99 | 548 | 3,01 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 342 056 | 10,77 | 8 091 | 10,72 | ||||
| 2026-04-13 | 13F | Trust Co | 398 | 0,25 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 32 372 | 35,71 | 766 | 35,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 47 995 | 6,27 | 1 135 | 6,27 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 230 415 | 11,55 | 5 450 | 11,50 |
