Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF termasuk Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, Legacy Private Trust Co., Brown Advisory Inc, Foundry Financial Group, Inc., Wealth Enhancement Advisory Services, Llc, dan Farther Finance Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 118,291 | 16.01 | 2,686 | 15.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146,973 | 1.68 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16,246 | 0.74 | 369 | 0.55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168,576 | 11.92 | 3,828 | 11.77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37,262 | 74.33 | 846 | 74.07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,837 | 5.59 | 292 | 5.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19,764 | 79.07 | 449 | 78.88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28,555 | 648 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139,894 | 5.77 | 3,203 | 6.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65,917 | 17.19 | 1,497 | 16.97 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118,476 | 8.34 | 2,691 | 8.21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 73,757 | 56.22 | 1,675 | 56.10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47,862 | 14.68 | 1,087 | 14.44 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14,350 | 326 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,288 | 302 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22,085 | 502 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148,285 | 7.80 | 3,368 | 7.64 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,420 | 0.74 | 350 | 0.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,785 | 0.74 | 222 | 0.91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,158 | 27.53 | 253 | 27.14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,526 | 25.56 | 284 | 25.66 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12,084 | 160.77 | 274 | 160.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187,892 | 28.67 | 4,267 | 28.52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234,965 | 13.15 | 5,336 | 13.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,791 | 46.32 | 586 | 46.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,350 | 2.64 | 394 | 2.60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119,651 | 37.90 | 2,717 | 37.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69,334 | 19.06 | 1,575 | 18.88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22,830 | 9.63 | 518 | 9.51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26,155 | 20.31 | 594 | 20.04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38,190 | 8.21 | 867 | 8.10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65,794 | 26.96 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134,189 | 47.45 | 3,047 | 47.27 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21,251 | 3.38 | 483 | 3.21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10,642 | 0.73 | 242 | 0.42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,062 | 206 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154,598 | 5.96 | 3,511 | 5.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,125 | 0.76 | 48 | 2.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,461 | 91.70 | 169 | 92.05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6.87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65,779 | 9.19 | 1,494 | 9.06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216,812 | 2.55 | 4,924 | 2.41 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9,528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610,608 | 90.38 | 13,867 | 90.13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,478 | 0.97 | 4,894 | 0.82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,280 | 13.60 | 778 | 13.41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,968 | 2.99 | 1,725 | 2.86 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9,310 | 0.61 | 211 | 0.48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48,095 | 2.35 | 1,092 | 2.25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286,752 | 60.96 | 6,512 | 60.75 |
