Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF, omfatter Hengehold Capital Management Llc, Foronjy Financial Llc, Modern Wealth Management, LLC, Janney Montgomery Scott LLC, Private Advisor Group, LLC, Straight Path Wealth Management, Oliver Luxxe Assets LLC, Truist Financial Corp, Mercer Global Advisors Inc /adv, Front Row Advisors LLC, O'shaughnessy Asset Management, Llc, Sound Income Strategies, LLC, og Fmr Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11.784 | 12,61 | 0 | |||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 597.161 | 1,26 | 12.302 | 2,41 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 141.782 | 0,52 | 2.921 | 1,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 | 0 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 680.439 | 14.017 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 26.408 | 86,37 | 548 | 90,28 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 522.333 | 2,19 | 10.760 | 3,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 306.754 | 3,31 | 6 | 0,00 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 80.064 | 2,15 | 1.649 | 3,32 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 27.116 | 98,51 | 552 | 102,20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16.610 | 1,28 | 342 | 2,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 295.401 | 6.085 | ||||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 5.294.209 | 9,52 | 107.631 | 10,56 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 62.338 | 65,79 | 1.284 | 67,84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.843 | 1,27 | 141 | 2,19 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 11.950 | 246 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 61.618 | 26,75 | 1.269 | 28,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7.526.250 | 44,77 | 155.041 | 46,41 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 485.796 | 0,59 | 10.007 | 1,73 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 30.785 | 2,90 | 634 | 4,11 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 26.772 | 9,58 | 552 | 10,87 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.430 | 215 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 26.605 | 8,70 | 548 | 10,04 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 74.827 | 37,10 | 1.541 | 38,70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 332.820 | 7,43 | 6.856 | 8,65 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 95.613 | 5,10 | 1.970 | 6,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.645.887 | 2,41 | 75.105 | 3,57 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 10.466 | 4,08 | 216 | 5,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 202.047 | 4,52 | 4.162 | 5,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 482 | 29,65 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 27.431 | 12,74 | 565 | 14,14 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 258.143 | 17,65 | 5.318 | 18,98 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3.332 | 69 | ||||||
| 2025-04-11 | 13F | Davis Capital Management | 11.987 | 4,36 | 244 | 6,09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50.419 | 104,13 | 1.039 | 106,36 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17.087 | 58,62 | 352 | 60,27 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 218.016 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16.349 | 3,82 | 337 | 5,00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 37.294 | 768 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 8.326 | 172 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 670.851 | 7,87 | 13.820 | 9,09 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 28.819 | 0,00 | 594 | 1,02 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 34.846 | 15,06 | 718 | 16,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.664 | 1,25 | 55 | 1,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 175.276 | 28,97 | 3.598 | 30,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 524.774 | 5,67 | 10.810 | 6,86 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 55.827 | 0,85 | 1.150 | 2,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 36.295 | 171,51 | 748 | 174,63 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 586.530 | 12.083 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 107.015 | 2.205 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.727 | 3,34 | 159 | 4,61 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 92.781 | 5,52 | 1.911 | 6,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99.533 | 8,79 | 2.046 | 9,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 32.036 | 19,31 | 660 | 20,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58.481 | 0,47 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 99.242 | 6,77 | 2.044 | 7,98 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 51.155 | 22,12 | 1.054 | 23,45 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 10.000 | 206 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 191.201 | 8,43 | 3.939 | 9,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40.297 | 830 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 234.422 | 4,33 | 4.829 | 5,53 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30.948 | 789,31 | 638 | 810,00 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 237.718 | 5,78 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 135.936 | 6,39 | 2.801 | 7,57 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12.394 | 0,99 | 255 | 2,41 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59.226 | 4,29 | 1.220 | 5,54 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 295.401 | 33,85 | 6.085 | 35,37 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 95.853 | 29,08 | 1.975 | 30,56 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10.200 | 210 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 40.520 | 2,23 | 835 | 3,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 277.010 | 5,20 | 5.706 | 6,40 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 144.432 | 28,12 | 2.975 | 29,57 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 54.857 | 4,04 | 1.130 | 5,21 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 182.155 | 46,94 | 3.752 | 48,59 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 64.773 | 1,28 | 1.334 | 2,46 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 363.105 | 70,93 | 7.480 | 72,84 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 122.800 | 17,13 | 2.530 | 18,45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 374.658 | 29,12 | 7.718 | 30,59 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 18.649 | 17,71 | 384 | 19,25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.153 | 11,95 | 395 | 13,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 53.376 | 1,88 | 1.100 | 3,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.868.492 | 24,41 | 38.491 | 25,82 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 38.242 | 15,00 | 788 | 16,25 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9.163 | 15,58 | 189 | 16,77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 68.913 | 4,48 | 1.420 | 5,66 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 29.283 | 83,45 | 603 | 87,85 | ||||
| 2025-08-14 | 13F | UBS Group AG | 516.152 | 10,60 | 10.633 | 11,85 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.548.848 | 6,60 | 31.904 | 7,80 |
