Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF, to m.in Financial Solutions Advisory Group, Inc., Willis Johnson & Associates, Inc., Intentional Wealth Strategies, LLC, Cypress Wealth Services, LLC, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Mission Wealth Management, Lp, Coastal Bridge Advisors, LLC, Francis Financial, Inc., Golden State Equity Partners, Fifth Third Bancorp, Western Wealth Management, LLC, Gill Capital Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 26 500 | 562,50 | 610 | 563,04 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2 674 | 0,53 | 62 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 229 676 | 13,80 | 5 288 | 13,18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 291 824 | 10,23 | 6 719 | 9,63 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 19 860 | 100,20 | 457 | 99,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 39 134 | 6,14 | 901 | 5,63 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 25 578 | 2,43 | 589 | 1,73 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 72 527 | 1 670 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 95 062 | 10,76 | 2 201 | 11,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56 006 | 51,85 | 1 286 | 50,64 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 22 079 | 65,31 | 508 | 64,40 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 32 363 | 7,88 | 745 | 7,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 586 718 | 1,28 | 13 508 | 0,73 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104 378 | 2 403 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 23 343 | 0,18 | 537 | -0,37 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1 350 | 92,86 | 31 | 93,75 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 17 208 | 33,45 | 396 | 32,89 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 648 | 107 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 107 458 | 9,45 | 2 474 | 8,89 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 52 287 | 5,41 | 1 210 | 5,68 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 190 603 | 7,68 | 4 388 | 7,10 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 46 435 | 38,62 | 1 069 | 37,94 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 31 385 | 45,29 | 723 | 44,40 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 39 086 | 5,82 | 900 | 5,15 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 39 374 | 0,09 | 907 | -0,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36 443 | 17,95 | 839 | 17,34 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 153 210 | 14,93 | 3 527 | 14,29 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 10 000 | 230 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10 421 | 240 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 16 221 | 9,62 | 373 | 9,06 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 43 052 | 99,24 | 991 | 98,20 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 98 737 | 31,91 | 2 273 | 31,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 299 559 | 10,20 | 6 897 | 9,60 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 8 995 | 207 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 74 984 | 8,61 | 1 726 | 8,01 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 98 583 | 9,76 | 2 270 | 9,14 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 9 776 | 225 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 9 200 | 212 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 12 444 | 287 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 421 | 240 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 135 406 | 19,87 | 3 118 | 19,24 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 118 420 | 25,71 | 2 726 | 25,05 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 87 429 | 49,70 | 2 013 | 48,93 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9 464 | 0,53 | 218 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 249 | 6 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42 947 | 989 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 296 105 | 5,63 | 6 817 | 5,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 233 923 | 29,53 | 5 386 | 28,83 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 13 385 | 5,39 | 308 | 4,76 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 14 300 | 6,93 | 329 | 6,47 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 13 187 | 9,32 | 305 | 8,93 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 006 | 43,37 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 57 536 | 49,35 | 1 325 | 48,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 221 140 | 10,47 | 5 091 | 9,86 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 13 693 | 124,95 | 315 | 125,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 28 720 | 0,06 | 661 | -0,45 | ||||
| 2026-04-13 | 13F | Trust Co | 407 | 0,25 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 943 376 | 1 110,45 | 22 141 | 1 127,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 12 778 | 294 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 10 449 | 241 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 225 | 51 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 9 065 | 2,43 | 209 | 1,96 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 166 299 | 8,38 | 3 829 | 7,77 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 25 392 | 13,50 | 585 | 12,96 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11 025 | 14,46 | 254 | 13,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 37 175 | 2,48 | 861 | 2,50 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15 737 | 0,66 | 362 | 0,28 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 27 400 | 21,17 | 631 | 20,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6 100 | 140 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 659 279 | 4,13 | 15 179 | 3,57 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 23 749 | 18,41 | 547 | 17,67 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1 025 | 24 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9 857 | 193,19 | 227 | 193,51 |
