Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco BulletShares 2025 High Yield Corporate Bond ETF termasuk Semitam Bonam Llc, Two Sigma Securities, Llc, Focus Financial Network, Inc., Claro Advisors LLC, dan SRS Capital Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73,467 | 4.40 | 1,695 | 4.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249,649 | 0.88 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,263 | 1,009.96 | 329 | 1,034.48 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51,303 | 0.71 | 1,184 | 0.77 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1,586,241 | 22.71 | 36,595 | 22.82 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39,116 | 3.97 | 902 | 4.04 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15,913 | 5.45 | 367 | 5.76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30,438 | 1.16 | 702 | 1.30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,099 | 95.26 | 48 | 100.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206,218 | 4,757 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172,852 | 0.83 | 3,988 | 0.91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,754 | 49.40 | 40 | 48.15 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23,312 | 19.46 | 538 | 19.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130,017 | 5.54 | 2,998 | 5.64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14,766.67 | 21 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110,275 | 19.08 | 2,544 | 19.21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,503 | 12.66 | 358 | 12.62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33,877 | 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233,139 | 2.10 | 5,379 | 2.01 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55,384 | 17.30 | 1,278 | 17.37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,000 | 231 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21,646 | 50.59 | 499 | 50.76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243,663 | 2.45 | 5,621 | 2.54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,266 | 0.64 | 98 | 1.03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,587 | 10.73 | 244 | 10.91 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94,963 | 9.59 | 2,191 | 9.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381,450 | 24.21 | 8,801 | 24.31 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492,654 | 3.09 | 11,363 | 3.08 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31,285 | 0.15 | 722 | 0.56 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291,035 | 1.85 | 6,714 | 1.94 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1.24 | 11 | 0.00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19,522 | 0.79 | 450 | 0.90 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 59,366 | 3.79 | 1,370 | 3.87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18,023 | 17.90 | 416 | 17.90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,668 | 20.84 | 408 | 20.77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,029 | 301 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173,075 | 4.57 | 3,993 | 4.64 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9,207 | 1.40 | 212 | 1.44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,885 | 7.89 | 505 | 7.92 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14,082 | 9.75 | 325 | 9.83 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17,186 | 0.37 | 396 | 0.51 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13,434 | 0.23 | 310 | 0.32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75,348 | 2.76 | 1,738 | 2.84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159,828 | 16.25 | 3,687 | 16.38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411,444 | 16.45 | 9,492 | 16.55 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,389,222 | 4.85 | 55,119 | 4.94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,690 | 15.64 | 270 | 15.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,347 | 1.14 | 100 | 1.01 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109,015 | 0.80 | 2,515 | 0.88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,420 | 1.83 | 356 | 1.72 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30,055 | 693 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21,710 | 501 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16,350 | 0.76 | 377 | 0.80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108,354 | 0.84 | 2,500 | 0.93 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,538 | 17.88 | 382 | 17.96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102,710 | 0.70 | 2,370 | 0.77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500,895 | 12.62 | 11,556 | 12.72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489,692 | 11,297 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65,038 | 429.11 | 1,500 | 430.04 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54,756 | 20.26 | 1,263 | 20.40 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,505 | 2.48 | 750 | 2.46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66,398 | 0.51 | 1,532 | 0.59 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34,646 | 0.99 | 799 | 1.14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9,594 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17,480 | 0.74 | 403 | 1.00 |
