Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF termasuk Foronjy Financial Llc, Modern Wealth Management, LLC, Cornerstone Planning, LLC, Reuter James Wealth Management, Llc, Phoenix Holdings Ltd., Diversify Advisory Services, LLC, Kickstand Ventures, Llc., Duncan Williams Asset Management, LLC, Hilltop Holdings Inc., Accurate Wealth Management, LLC, Legacy Wealth Management, LLC / MS, Prosperity Wealth Management, Inc., Greatmark Investment Partners, Inc., Koss-Olinger Consulting, LLC, O'shaughnessy Asset Management, Llc, Angeles Wealth Management, Llc, Crews Bank & Trust, Optimum Investment Advisors, Ameritas Advisory Services, LLC, dan Sound Income Strategies, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 14,672 | 246 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 370,672 | 55.98 | 6,220 | 57.76 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 1,981,223 | 27.70 | 33,245 | 29.16 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 346,069 | 5,807 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 34,774 | 0.99 | 584 | 2.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,601,990 | 4.25 | 26,881 | 5.44 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7,587,866 | 9.52 | 126,338 | 11.06 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 31,437 | 26.76 | 528 | 28.22 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,336 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,287,363 | 12.43 | 21,602 | 13.72 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 99,941 | 1.98 | 1,677 | 3.20 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 107,300 | 1,757 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3,883,937 | 14.39 | 65,172 | 15.70 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 71,935 | 13.80 | 1,207 | 15.17 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 49,960 | 2.04 | 838 | 3.20 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 65,154 | 48.12 | 1,099 | 50.75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 160,585 | 48.05 | 2,695 | 49.67 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 17,653 | 15.85 | 296 | 17.46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79,831 | 45.24 | 1,340 | 46.98 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 251,492 | 4.10 | 4,220 | 5.32 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 386,136 | 1.77 | 6,479 | 2.94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 159,901 | 5.38 | 2,683 | 6.60 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 35,087 | 7.83 | 589 | 9.09 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 438,658 | 0.27 | 7,361 | 1.42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23,228 | 3.52 | 390 | 4.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 34,423 | 40.38 | 578 | 42.12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,931,126 | 6.40 | 133,084 | 7.62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34,812 | 22.04 | 584 | 23.47 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285,094 | 6.86 | 4,784 | 8.07 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 38,077 | 0.67 | 639 | 1.75 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 11,463 | 1.19 | 192 | 2.67 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 78,826 | 74.88 | 1,323 | 76.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 471,489 | 3.30 | 7,912 | 4.48 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12,200 | 24.49 | 205 | 25.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,807 | 1,586.71 | 198 | 1,700.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 26,719 | 34.83 | 448 | 36.59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 326 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 599,214 | 0.99 | 10,055 | 2.14 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 144,540 | 6.67 | 2,425 | 7.92 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 14,708 | 246 | ||||||
| 2025-07-28 | 13F | Tlwm | 1,648,405 | 0.52 | 27,660 | 1.68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 184,850 | 197.64 | 3,102 | 201.07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,219 | 71 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 270,943 | 974.49 | 4,546 | 987.56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 84,223 | 42.64 | 1,413 | 44.33 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 34,453 | 578 | ||||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 33,154 | 67.61 | 556 | 69.51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 865,124 | 0.05 | 14,517 | 1.20 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 410,340 | 0.48 | 6,886 | 1.64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 279,595 | 65.45 | 4,692 | 67.30 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17,211 | 290 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 808,764 | 13,571 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,970,811 | 3.21 | 49,850 | 4.39 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 270,785 | 9.73 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 32,264 | 24.74 | 541 | 26.11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,650 | 28 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12,000 | 201 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164,369 | 7.71 | 2,752 | 8.69 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 80,101 | 3.38 | 1,344 | 4.59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 217,054 | 2,505.69 | 3,642 | 2,539.13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 19,253 | 0.09 | 323 | 1.25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 72,226 | 1,212 | ||||||
| 2025-08-13 | 13F | Morton Community Bank | 244,718 | 1,466.70 | 4,106 | 1,485.33 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 142,080 | 20.30 | 2,384 | 21.69 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69,978 | 128.16 | 1,174 | 131.10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4,699 | 46.89 | 79 | 47.17 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,312,174 | 5.26 | 22,018 | 6.47 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 11,150 | 187 | ||||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 90,574 | 1.20 | 1,520 | 2.36 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,038 | 24.39 | 437 | 25.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31,856 | 4.64 | 1 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 44,186 | 8.02 | 741 | 9.29 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 190,900 | 3.23 | 3,203 | 4.43 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 161,120 | 36.81 | 2,704 | 38.40 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 287,637 | 1,005.45 | 5 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 52,940 | 47.09 | 888 | 48.74 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 14,157 | 0.79 | 238 | 1.72 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 185,362 | 40.08 | 3,110 | 41.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,952,701 | 11.91 | 99,886 | 13.19 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,140,405 | 6.34 | 35,916 | 7.56 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 591,861 | 0.31 | 9,931 | 1.46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,584 | 194 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 521,327 | 5.54 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 14,830 | 249 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 32,858 | 75.06 | 551 | 77.17 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 12,430 | 209 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 12,999 | 13.11 | 218 | 14.74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,351,895 | 5.13 | 22,685 | 6.34 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 173,066 | 3.38 | 2,904 | 4.57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 112,281 | 24.51 | 1,884 | 25.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,292 | 45.66 | 55 | 48.65 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10,409 | 175 | ||||||
| 2025-04-11 | 13F | Davis Capital Management | 12,196 | 0.11 | 202 | 1.51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,682 | 179 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 40,063 | 67.10 | 672 | 69.27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 11,260 | 93.80 | 189 | 95.83 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 717,320 | 5.92 | 12,037 | 7.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 123,502 | 34.17 | 2,072 | 35.69 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 185,311 | 100.49 | 3,106 | 103.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 247,813 | 44.95 | 4,151 | 46.28 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11,357 | 0.11 | 191 | 1.06 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 184,664 | 29.79 | 3,099 | 31.27 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 614,529 | 22.81 | 10,312 | 24.21 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 211,249 | 13.79 | 3,545 | 15.10 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 21,230 | 57.35 | 356 | 59.64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,598,949 | 3.53 | 26,830 | 4.72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 187,745 | 16.91 | 3,150 | 18.24 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 69,684 | 5.93 | 1,169 | 7.15 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 198,908 | 6.40 | 3,338 | 7.61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 105,675 | 21.84 | 1,773 | 23.30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 16,191 | 1.12 | 269 | 2.29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 857,374 | 8.67 | 14,387 | 9.91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 464,307 | 8.01 | 8 | 0.00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 15,523 | 8.48 | 260 | 9.70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 459,417 | 3.63 | 7,709 | 4.83 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 16,805 | 12.08 | 282 | 13.31 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 172,708 | 6.11 | 2,898 | 7.85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3,123,056 | 2.37 | 52,405 | 3.54 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 217,042 | 0.48 | 3,642 | 1.62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,643 | 29.57 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,621,521 | 2.98 | 77,549 | 4.16 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 177,723 | 3.21 | 2,982 | 4.41 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 51,670 | 2.78 | 867 | 4.08 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 3,159,364 | 16.67 | 53,014 | 18.01 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 15,093 | 253 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,302,307 | 6.22 | 38,633 | 7.44 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15,093 | 253 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 57,601 | 75.40 | 967 | 79.89 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 13,524 | 1.20 | 227 | 2.26 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 64,421 | 2.69 | 1,081 | 3.85 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 346,069 | 5.06 | 5,807 | 6.28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26,837 | 0.42 | 450 | 1.58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,164,560 | 9.94 | 19,541 | 11.20 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23,412 | 12.49 | 393 | 13.62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,112 | 7.96 | 237 | 9.26 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 466,523 | 19.58 | 7,828 | 20.95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 79,067 | 37.01 | 1,327 | 38.56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10,776 | 56.92 | 181 | 59.29 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,123,513 | 15.95 | 18,853 | 17.28 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 671,089 | 55.78 | 11,261 | 57.57 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 125,029 | 0.70 | 2,098 | 1.85 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 164,584 | 1,583.04 | 10 | -94.44 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,765,827 | 14.47 | 79,971 | 15.78 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47,213 | 86.33 | 783 | 90.05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13,629 | 0.61 | 229 | 1.79 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 807,432 | 0.47 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 34,199 | 574 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 21,035 | 2.53 | 353 | 3.53 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,921,579 | 7.35 | 32,241 | 8.57 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 33,133 | 32.24 | 553 | 34.31 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,500 | 25 | ||||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 469,272 | 0.94 | 7,874 | 2.10 |
