Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF, to m.in Financial Solutions Advisory Group, Inc., Willis Johnson & Associates, Inc., Baird Financial Group, Inc., Atria Investments Llc, Old Second National Bank Of Aurora, BridgePort Financial Solutions, LLC, Kestra Private Wealth Services, Llc, Arlington Capital Management, Inc., Mission Wealth Management, Lp, Cvfg Llc, Golden State Equity Partners, Western Wealth Management, LLC, Intentional Wealth Strategies, LLC, i IFP Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Colony Group, LLC | 108 401 | 7,81 | 2 547 | 8,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 19 583 | 99,60 | 458 | 99,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 77 610 | 32,56 | 1 814 | 31,93 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 18 533 | 29,78 | 434 | 29,25 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 34 075 | 33,24 | 797 | 32,61 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11 493 | 225,67 | 269 | 226,83 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 27 315 | 44,64 | 639 | 44,24 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 138 381 | 3 237 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11 986 | 280 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18 282 | 0,55 | 428 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17 167 | 45,80 | 402 | 45,29 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 20 886 | 29,82 | 489 | 29,10 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 53 848 | 2,02 | 1 265 | 2,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 128 496 | 4,26 | 3 006 | 3,80 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 15 117 | 354 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 147 209 | 7,25 | 3 444 | 6,76 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 23 467 | 10,75 | 549 | 10,46 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 118 | 50 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 158 601 | 15,03 | 3 710 | 14,51 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 348 362 | 62,95 | 8 150 | 62,23 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 9 824 | 230 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 69 580 | 6,39 | 1 628 | 5,92 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 166 667 | 132,92 | 3 899 | 131,95 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 39 769 | 0,10 | 930 | -0,32 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9 830 | 230 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 23 087 | 540 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14 881 | 21,48 | 348 | 21,25 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 80 083 | 23,73 | 1 874 | 23,22 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 15 266 | 11,50 | 357 | 11,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 511 146 | 6,82 | 11 958 | 6,34 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 112 648 | 0,12 | 2 644 | -0,26 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1 048 | 25 | ||||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 11 618 | 272 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 12 286 | 287 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11 359 | 12,89 | 266 | 12,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 53 605 | 10,02 | 1 254 | 9,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 74 207 | 1 736 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 292 733 | 13,78 | 6 848 | 13,28 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 13 777 | 32,28 | 322 | 31,97 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30 973 | 244,83 | 725 | 243,13 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 26 236 | 16,41 | 614 | 15,88 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 397 944 | 4,98 | 9 310 | 4,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 61 441 | 5,77 | 1 437 | 5,27 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 115 133 | 11,81 | 2 694 | 11,37 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 156 027 | 10,36 | 3 650 | 9,87 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 57 119 | 75,97 | 1 336 | 75,33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 244 | 6 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 9 413 | 220 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 8 947 | 0,57 | 209 | 0,00 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42 383 | 992 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 217 799 | 0,63 | 5 095 | 0,18 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 16 979 | 397 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 661 | 63,77 | ||||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 30 769 | 0,98 | 720 | 0,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 264 396 | 16,58 | 6 186 | 16,06 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 59 703 | 46,37 | 1 397 | 45,72 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 36 609 | 19,40 | 860 | 19,11 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 19 382 | 63,16 | 453 | 62,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 129 700 | 10,73 | 3 034 | 10,25 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 22 856 | 535 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 27 995 | 3,17 | 655 | 2,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24 168 | 29,28 | 565 | 28,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6 850 | 160 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 25 050 | 13,71 | 586 | 13,35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 28 011 | 18,01 | 655 | 17,59 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 29 471 | 0,19 | 689 | -0,43 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 114 095 | 347,33 | 3 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41 195 | 0,16 | 964 | -0,31 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 180 | 51 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 301 233 | 0,80 | 7 047 | 0,36 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 17 369 | 406 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 168 022 | 6,30 | 3 931 | 5,82 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 27 200 | 81,33 | 636 | 80,68 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15 508 | 0,68 | 363 | 0,28 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 494 | 12,89 | 292 | 12,31 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 27 528 | 4,45 | 644 | 4,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 401 500 | 8,89 | 9 393 | 8,40 | ||||
| 2026-04-13 | 13F | Trust Co | 402 | 0,25 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 32 878 | 33,49 | 769 | 33,04 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 86 920 | 13,83 | 2 034 | 13,32 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 43 956 | 19,22 | 1 028 | 18,71 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 246 890 | 13,23 | 5 776 | 12,72 |
