Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF termasuk Koss-Olinger Consulting, LLC, Lido Advisors, LLC, dan UBS Group AG .
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 | 7,600 | 191 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,386 | 73.20 | 84 | 71.43 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 21,373 | 536 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 28,404 | 1,124.31 | 712 | 1,127.59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76,917 | 6.25 | 1,928 | 5.24 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 53,751 | 7.59 | 1,348 | 6.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 31,802 | 3.99 | 1 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 49 | -2.04 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 34,157 | 81.11 | 856 | 79.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,194 | 23.78 | 130 | 22.64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,108 | 35.78 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,813 | 32.03 | 271 | 30.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20,879 | 17.51 | 523 | 16.48 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 31,532 | 124.51 | 791 | 122.54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142,218 | 11.01 | 3,565 | 9.93 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,592 | 23.61 | 90 | 23.29 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9,420 | 0.89 | 236 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 16,842 | 422 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11,298 | 27.39 | 283 | 26.34 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 13,937 | 20.25 | 349 | 19.11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32,273 | 28.22 | 809 | 27.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17,967 | 288.90 | 450 | 284.62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123,450 | 0.43 | 3,095 | -0.58 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,500 | 238 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 19,740 | 9.36 | 495 | 8.10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 149,009 | 11.87 | 3,736 | 10.77 |
