Statistik Asas
| Pemilik Institusi | 116 total, 116 long only, 0 short only, 0 long/short - change of 10.48% MRQ |
| Purata Peruntukan Portfolio | 0.1732 % - change of -16.84% MRQ |
| Saham Institusi (Panjang) | 10,575,822 (ex 13D/G) - change of 0.47MM shares 4.61% MRQ |
| Nilai Institusi (Panjang) | $ 221,372 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco BulletShares 2028 High Yield Corporate Bond ETF (US:BSJS) telah 116 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,575,822 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Wells Fargo & Company/mn, Morgan Stanley, Envestnet Asset Management Inc, Cetera Investment Advisers, UBS Group AG, SFE Investment Counsel, Equitable Holdings, Inc., Mercer Global Advisors Inc /adv, and Steward Partners Investment Advisory, Llc .
Invesco BulletShares 2028 High Yield Corporate Bond ETF (NasdaqGM:BSJS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 22.17 / share. Previously, on September 6, 2024, the share price was 21.98 / share. This represents an increase of 0.86% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 485,597 | 4.84 | 10,707 | 6.82 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 31,328 | 172.42 | 687 | 177.02 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,215 | 1.76 | 27 | 4.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,227 | 2.12 | 1,063 | 4.11 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,403 | 21.52 | 384 | 23.95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,923 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | Tassel Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20,337 | 35.48 | 448 | 37.96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,228 | 203 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 197,775 | 3.89 | 4,361 | 5.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,751 | 3.32 | 215 | 5.39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,425 | 235.29 | 31 | 244.44 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 32,804 | 6.52 | 723 | 8.56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 423,448 | -10.59 | 9,337 | -8.89 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 49,014 | 1.90 | 1,081 | 3.85 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 450 | 0.00 | 10 | 0.00 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 22,960 | -2.71 | 506 | -0.78 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 10,025 | 221 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,423 | 186 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 173,216 | 45.01 | 3,820 | 47.79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21,559 | 89.30 | 475 | 93.09 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1,328 | 0.00 | 29 | 3.57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27,282 | 143.52 | 602 | 148.35 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 22,520 | -5.74 | 495 | -4.26 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 19,471 | 0.65 | 429 | 2.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 747,270 | 0.25 | 16,477 | 2.15 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 299,313 | 9.51 | 6,600 | 11.58 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,714 | -42.91 | 611 | -41.81 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2,294 | 51 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 27,104 | -5.29 | 598 | -3.55 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,006 | -2.78 | 265 | -1.12 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 265,313 | 18.99 | 5,850 | 21.24 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1,582 | -8.87 | 35 | -8.11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 38,571 | -19.98 | 850 | -18.50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 169 | -99.29 | 4 | -99.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,348 | 559 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,412 | 0.98 | 252 | 2.87 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 15,797 | 348 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 72,463 | 3.98 | 1,598 | 5.90 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 307,039 | -5.26 | 6,770 | -3.46 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 16,060 | 21.76 | 354 | 24.21 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 32,491 | 0.75 | 716 | 2.73 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 20,899 | -3.25 | 461 | -1.50 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 21,269 | -27.28 | 469 | -25.95 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24,925 | 7.57 | 547 | 10.30 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 217,208 | 4,789 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,703 | 1.15 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 506,340 | -15.96 | 11,165 | -14.37 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,911 | 0.00 | 130 | 2.36 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 130,790 | 2.41 | 2,884 | 4.34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95,458 | 24.76 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,891 | 2.64 | 747 | 4.62 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,260 | -2.40 | 336 | -0.59 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 355,613 | 2.05 | 7,841 | 3.99 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 23,005 | 3.93 | 507 | 5.85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18,835 | 41.88 | 415 | 44.60 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 53,005 | 11.47 | 1,169 | 13.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83,117 | 4.18 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 38,707 | 3.65 | 853 | 5.57 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 74,566 | 3.15 | 1,644 | 5.12 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46,375 | -1.98 | 1,023 | -0.10 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259,885 | 6.03 | 5,730 | 8.03 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 4,311 | -92.30 | 95 | -92.15 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 112,928 | 2,490 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 391,338 | -15.19 | 8,629 | -13.57 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 210,775 | 11.94 | 4,648 | 14.06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 15,643 | -7.43 | 345 | -6.01 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16,307 | 20.79 | 360 | 22.95 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 6,933 | 152 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,926 | 58.76 | 65 | 64.10 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 341,181 | -2.78 | 7,523 | -0.93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61,387 | 0.15 | 1,354 | 2.04 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 88,704 | 0.00 | 1,920 | 0.00 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16,836 | 1.21 | 371 | 3.34 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 25,316 | 0.00 | 558 | 4.10 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29,062 | 0.00 | 641 | 1.91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 28 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 9,114 | 201 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 471 | 10 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138,195 | 23.01 | 3,035 | 24.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43,273 | 13.51 | 954 | 15.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 300 | 7 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 57,764 | 0.38 | 1,274 | 2.25 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 209,104 | 5.52 | 4,611 | 7.66 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42,491 | 8.19 | 937 | 10.25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 83,155 | 15.18 | 1,834 | 17.35 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 9,161 | 202 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91,342 | 34.77 | 2,014 | 37.38 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16,006 | -18.49 | 353 | -16.98 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 121,173 | 10.19 | 2,662 | 11.99 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 29,059 | 5.54 | 641 | 7.56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,350 | 96 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 93 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 124,541 | 18.26 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,742 | 6.55 | 479 | 8.62 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 65,231 | 33.61 | 1,438 | 36.17 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 33,075 | 64.45 | 729 | 72.75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,866 | 1.69 | 173 | 3.59 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 10,000 | 0.00 | 216 | 0.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 14,350 | 316 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 30,679 | 50.57 | 676 | 53.64 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 3,069 | 0.00 | 68 | 1.52 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 52,060 | -1.42 | 1,148 | 0.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 156,154 | -47.81 | 3,443 | -46.82 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,025 | 48.12 | 23 | 57.14 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 97,735 | -0.53 | 2,155 | 1.36 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 124,113 | 29.12 | 2,737 | 31.54 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 27,076 | 6.28 | 597 | 8.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,382,592 | 21.46 | 30,486 | 23.76 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 343,562 | -4.26 | 7,576 | -2.45 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10,760 | 237 | ||||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 17,332 | 0.57 | 382 | 2.69 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 25,499 | -26.02 | 562 | -24.56 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 450 | 0.00 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 57,742 | 1.26 | 1,268 | 3.59 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 199,085 | -1.14 | 4 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 159.23 | 21 | 185.71 |
