Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Municipal Bond ETF termasuk Hills Bank & Trust Co, Koss-Olinger Consulting, LLC, Marietta Wealth Management, LLC, dan Ameritas Advisory Services, 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 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33,339 | 1.57 | 1 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23,445 | 3.60 | 483 | 2.99 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119,087 | 11.80 | 2,456 | 11.19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 48,725 | 14.21 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41,004 | 6.33 | 848 | 6.01 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 101,547 | 48.42 | 2,094 | 47.60 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 105,613 | 45.25 | 2,178 | 44.46 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 26,048 | 537 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 41,289 | 145.07 | 851 | 143.84 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,775 | 25.19 | 119 | 25.26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 490 | -0.61 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 121,289 | 0.83 | 2,501 | 0.28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 177,165 | 10.83 | 3,653 | 10.26 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 156,969 | 11.01 | 3,237 | 10.41 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 938 | 0.86 | 19 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 17,334 | 79.29 | 357 | 78.50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 278 | 6 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44,336 | 13.48 | 914 | 12.98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 185,369 | 0.72 | 3,822 | 0.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,572 | 91.20 | 775 | 90.17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38,548 | 0.19 | 795 | -0.38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,437 | 0.28 | 0 | |||||
| 2025-08-12 | 13F | Farmers National Bank | 52,138 | 1.15 | 1,075 | 0.66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 92,818 | 139.07 | 1,914 | 137.94 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13,805 | 26.88 | 285 | 26.22 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 62,646 | 0.95 | 1,292 | 0.39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 86,500 | 28.72 | 1,784 | 28.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,881 | 0.79 | 121 | 0.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 81,118 | 2.18 | 1,673 | 1.64 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 28,020 | 5.59 | 578 | 4.91 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 50,511 | 1,042 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 160,769 | 23.76 | 3,315 | 23.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15,299 | 76.34 | 315 | 75.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 132,235 | 15.34 | 2,727 | 14.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 47,344 | 13.17 | 976 | 12.57 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 24,351 | 502 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 48,434 | 8.77 | 999 | 8.13 |
