Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF, to m.in Willis Johnson & Associates, Inc., Reuter James Wealth Management, Llc, Heritage Trust Co, Accurate Wealth Management, LLC, Wealthcare Advisory Partners LLC, Cvfg Llc, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Anchor Investment Management, LLC, Golden State Equity Partners, i Harbor Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5 846 | 0,67 | 128 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 267 567 | 19,12 | 5 836 | 17,97 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 064 | 0,66 | 23 | 0,00 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 40 000 | 873 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 636 | 15,36 | 232 | 14,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 30 061 | 3,46 | 656 | 2,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 118 820 | 12,10 | 2 586 | 10,80 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 65 016 | 25,20 | 1 432 | 25,75 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 429 | 0,52 | 424 | -0,47 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23 149 | 10,94 | 505 | 9,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 340 961 | 5,22 | 7 438 | 4,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 105 907 | 3,71 | 2 310 | 2,71 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 21 525 | 470 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 202 583 | 8,10 | 4 419 | 7,08 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 60 708 | 3,54 | 1 337 | 4,05 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11 532 | 8,66 | 252 | 7,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 229 396 | 3,75 | 5 004 | 2,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6 400 | 140 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28 664 | 7,20 | 625 | 6,29 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 69 174 | 10,43 | 1 509 | 9,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 129 192 | 0,64 | 2 818 | -0,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 518 802 | 3,31 | 11 317 | 2,31 | ||||
| 2026-04-13 | 13F | Trust Co | 428 | 0,23 | 9 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 295 609 | 8,97 | 6 448 | 7,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 32 580 | 17,40 | 711 | 16,20 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10 943 | 239 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 162 700 | 14,51 | 3 549 | 13,42 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 38 935 | 0,32 | 849 | -0,59 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6 500 | 142 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 66 647 | 42,43 | 1 454 | 41,07 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 89 281 | 38,52 | 1 948 | 37,21 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 113 188 | 6,35 | 2 487 | 6,10 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 80 344 | 3,76 | 1 753 | 2,76 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 146 913 | 17,79 | 3 205 | 16,64 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 48 315 | 1,63 | 1 054 | 0,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95 559 | 1,22 | 2 084 | 0,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10 943 | 239 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9 868 | 0,54 | 215 | -0,46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 332 099 | 15,63 | 7 244 | 14,53 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 43 232 | 33,78 | 943 | 32,63 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 45 023 | 982 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 13 342 | 291 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 362 | 23,82 | 30 | 20,83 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10 444 | 228 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 34 271 | 158,82 | 748 | 156,70 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30 785 | 15,34 | 672 | 14,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 998 | 25,38 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 186 295 | 6,14 | 4 064 | 5,12 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14 923 | 328 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1 400 | 31 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 209 156 | 0,02 | 4 562 | -0,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 295 973 | 29,25 | 6 456 | 28,02 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 6 785 | 4,21 | 148 | 3,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13 677 | 298 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17 420 | 65,64 | 380 | 64,07 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 16 597 | 0,67 | 362 | -0,28 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 460 879 | 6,60 | 10 053 | 5,58 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16 635 | 30,42 | 363 | 29,29 |
