Grundlæggende statistik
| Institutionelle ejere | 102 total, 102 long only, 0 short only, 0 long/short - change of 12,09% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2199 % - change of 16,04% MRQ |
| Institutionelle aktier (lange) | 12.288.895 (ex 13D/G) - change of 2,24MM shares 22,31% MRQ |
| Institutionel værdi (lang) | $ 262.674 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco BulletShares 2029 High Yield Corporate Bond ETF (US:BSJT) har 102 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,288,895 aktier. Største aktionærer omfatter LPL Financial LLC, Legacy Financial Group LLC, Equitable Holdings, Inc., Wells Fargo & Company/mn, Mercer Global Advisors Inc /adv, Leo Wealth, LLC, Modern Wealth Management, LLC, Cetera Investment Advisers, Morgan Stanley, and Advisor Group Holdings, Inc. .
Invesco BulletShares 2029 High Yield Corporate Bond ETF (NasdaqGM:BSJT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 20,80 / share. Previously, on March 31, 2025, the share price was 21,08 / share. This represents a decline of 1,35% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 32.433 | 26,93 | 701 | 27,04 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 53.303 | -6,75 | 1.147 | -7,06 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 594.865 | 62,04 | 12.796 | 61,59 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 362.072 | 1,50 | 7.788 | 1,22 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 398.548 | 106,26 | 8.573 | 105,71 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 12.230 | 0,00 | 263 | 0,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 32.091 | 13,97 | 691 | 13,84 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 385.368 | 14,59 | 8.290 | 14,57 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 469.461 | 1,88 | 10.098 | 1,60 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 289.944 | 38,46 | 6.237 | 38,09 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 19.652 | 1,67 | 423 | 1,44 | ||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 111.671 | -9,92 | 2.402 | -10,14 | ||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 10.366 | 223 | ||||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 6.874 | 148 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 21.608 | 45,38 | 465 | 45,00 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 4 | 0 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 119.599 | 60,95 | 2.573 | 60,55 | ||||
| 2026-02-02 | 13F | CX Institutional | 1.203 | 3,53 | 0 | |||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 209.315 | 8,44 | 4.502 | 7,99 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 69.520 | 1.495 | ||||||
| 2026-02-09 | 13F | Banta Asset Management Lp | 305.020 | 6.561 | ||||||
| 2026-01-30 | 13F | GPM Growth Investors, Inc. | 10.683 | -95,11 | 230 | -95,14 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.698 | 573,07 | 101 | 573,33 | ||||
| 2026-02-02 | 13F | Altrius Capital Management Inc | 22.134 | 476 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 30.770 | -1,74 | 662 | -2,07 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 76.551 | 23,76 | 1.647 | 23,39 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 29.129 | 151,57 | 627 | 151,41 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 146.653 | 44,95 | 3.155 | 44,75 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35.155 | 2,31 | 756 | 2,02 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 83.662 | 123,44 | 1.800 | 122,92 | ||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 54.213 | 209,52 | 1.166 | 209,28 | ||||
| 2026-01-30 | 13F | Sound Stewardship, LLC | 16.008 | 344 | ||||||
| 2026-02-13 | 13F | APCM Wealth Management for Individuals | 15.314 | 1,67 | 329 | 1,54 | ||||
| 2025-11-26 | 13F/A | Jpmorgan Chase & Co | 51.989 | 1.121 | ||||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 12.117 | 28,79 | 261 | 28,71 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 11.747 | -25,92 | 253 | -26,32 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 116.454 | 3,87 | 2.505 | 3,56 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 14.669 | 316 | ||||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 22.769 | 98,68 | 490 | 97,98 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 74.243 | 41,17 | 1.597 | 40,49 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 157.014 | 5,78 | 3.377 | 5,47 | ||||
| 2026-02-17 | 13F | Bitterroot Capital Advisors Llc | 7.561 | 163 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 60.226 | 20,75 | 1.295 | 20,47 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 592 | 13 | ||||||
| 2026-02-18 | 13F | Ark Wealth Advisors LLC | 32.745 | 704 | ||||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 65.905 | 1,34 | 1.418 | 1,07 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 11.927 | 6,96 | 235 | -2,08 | ||||
| 2026-02-09 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 24.300 | -34,00 | 523 | -34,26 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 14.692 | -32,19 | 316 | -32,33 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 131.333 | 61,80 | 2.825 | 61,37 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 41.804 | 6,47 | 1 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 6.221 | -32,10 | 134 | -32,49 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 13.491 | 9,22 | 290 | 9,02 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 71.206 | 3,46 | 1.532 | 3,17 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 9.665 | 0,00 | 208 | -0,48 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 17.671 | 6,83 | 380 | 6,74 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 32.703 | 16,72 | 703 | 16,39 | ||||
| 2026-01-05 | 13F | GAMMA Investing LLC | 952 | 3,25 | 20 | 5,26 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2.444.246 | 7,16 | 52.576 | 6,86 | ||||
| 2026-01-12 | 13F | Sax Wealth Advisors, Llc | 25.600 | 551 | ||||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 319.430 | 1,13 | 6.871 | 0,84 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 6.493 | -2,23 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 628 | 0 | ||||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 12.270 | 0,00 | 264 | -0,38 | ||||
| 2026-01-14 | 13F | Meriwether Wealth & Planning, LLC | 10.287 | 2,93 | 221 | 2,79 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 30.743 | 12,08 | 661 | 11,84 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 1.000 | 22 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 14.208 | 14,19 | 306 | 13,81 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 369.141 | 7.940 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 119.766 | 5,54 | 2.576 | 5,27 | ||||
| 2026-01-09 | 13F | Cambridge Financial Group, LLC | 13.257 | -63,36 | 285 | -63,46 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 51.835 | 59,36 | 1.115 | 58,92 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 26.810 | -0,77 | 577 | -1,03 | ||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 44.920 | 5,91 | 958 | 4,82 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 1.925 | 328,73 | 41 | 355,56 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 421.448 | 9.098 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 7.058 | -19,95 | 152 | -20,53 | ||||
| 2026-01-12 | 13F | Horizon Financial Services, Llc | 1.342 | 0,00 | 29 | 0,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 176.306 | 18,29 | 3.792 | 17,98 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 172.090 | 47,75 | 3.702 | 47,33 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 501 | -4,21 | 11 | -9,09 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 41.181 | 47,64 | 886 | 47,25 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 39.760 | 2,40 | 855 | 2,15 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 29.706 | 0,00 | 639 | -0,31 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 611.790 | -2,16 | 13.160 | -2,43 | ||||
| 2025-10-27 | 13F | Stephens Inc /ar/ | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 18.995 | 6,53 | 409 | 5,97 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 197.263 | 74,73 | 4.243 | 74,25 | ||||
| 2025-10-24 | 13F | MorganRosel Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 26.147 | 25,42 | 562 | 25,17 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 11.831 | -12,69 | 254 | -13,01 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 2.430 | 0,00 | 52 | 0,00 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 12.569 | 8,24 | 270 | 8,00 | ||||
| 2026-01-05 | 13F | Horizons Wealth Management | 3.592 | 5,03 | 77 | 5,48 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 406.333 | 3,93 | 8.740 | 3,64 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 23.003 | 47,95 | 0 | |||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 124.418 | 2.676 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 101.731 | 12,50 | 2.188 | 218.700,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 387.613 | 11,74 | 8.338 | 11,43 | ||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | F/M Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 31.714 | 682 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 55.108 | -10,48 | 1.185 | -10,70 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 820.334 | 12,74 | 17.596 | 12,11 | ||||
| 2026-01-15 | 13F | Ironwood Financial, llc | 17.673 | 5,85 | 382 | 5,83 | ||||
| 2026-01-29 | 13F | 4Thought Financial Group Inc. | 20.287 | -5,22 | 436 | -5,42 |
