Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco BulletShares 2025 High Yield Corporate Bond ETF, omfatter Semitam Bonam Llc, Two Sigma Securities, Llc, Focus Financial Network, Inc., Claro Advisors LLC, og SRS Capital Advisors, Inc. .
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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 73.467 | 4,40 | 1.695 | 4,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 249.649 | 0,88 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14.263 | 1.009,96 | 329 | 1.034,48 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51.303 | 0,71 | 1.184 | 0,77 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1.586.241 | 22,71 | 36.595 | 22,82 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 39.116 | 3,97 | 902 | 4,04 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 15.913 | 5,45 | 367 | 5,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 424 | 10 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 30.438 | 1,16 | 702 | 1,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.099 | 95,26 | 48 | 100,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 206.218 | 4.757 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 172.852 | 0,83 | 3.988 | 0,91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.754 | 49,40 | 40 | 48,15 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23.312 | 19,46 | 538 | 19,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 130.017 | 5,54 | 2.998 | 5,64 | ||||
| 2025-08-14 | 13F | Fmr Llc | 892 | 14.766,67 | 21 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 110.275 | 19,08 | 2.544 | 19,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.503 | 12,66 | 358 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33.877 | 782 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 233.139 | 2,10 | 5.379 | 2,01 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 55.384 | 17,30 | 1.278 | 17,37 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10.000 | 231 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 21.646 | 50,59 | 499 | 50,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 243.663 | 2,45 | 5.621 | 2,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.266 | 0,64 | 98 | 1,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10.587 | 10,73 | 244 | 10,91 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 94.963 | 9,59 | 2.191 | 9,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.726 | 63 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 381.450 | 24,21 | 8.801 | 24,31 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 492.654 | 3,09 | 11.363 | 3,08 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31.285 | 0,15 | 722 | 0,56 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 291.035 | 1,85 | 6.714 | 1,94 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 490 | 1,24 | 11 | 0,00 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 572 | 211 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 19.522 | 0,79 | 450 | 0,90 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 59.366 | 3,79 | 1.370 | 3,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18.023 | 17,90 | 416 | 17,90 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17.668 | 20,84 | 408 | 20,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13.029 | 301 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173.075 | 4,57 | 3.993 | 4,64 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 9.207 | 1,40 | 212 | 1,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21.885 | 7,89 | 505 | 7,92 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 14.082 | 9,75 | 325 | 9,83 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 17.186 | 0,37 | 396 | 0,51 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 13.434 | 0,23 | 310 | 0,32 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | |||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 75.348 | 2,76 | 1.738 | 2,84 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 159.828 | 16,25 | 3.687 | 16,38 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 411.444 | 16,45 | 9.492 | 16,55 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2.389.222 | 4,85 | 55.119 | 4,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11.690 | 15,64 | 270 | 15,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.347 | 1,14 | 100 | 1,01 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 109.015 | 0,80 | 2.515 | 0,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6.178 | 143 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.420 | 1,83 | 356 | 1,72 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 30.055 | 693 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21.710 | 501 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16.350 | 0,76 | 377 | 0,80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 108.354 | 0,84 | 2.500 | 0,93 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16.538 | 17,88 | 382 | 17,96 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 102.710 | 0,70 | 2.370 | 0,77 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 500.895 | 12,62 | 11.556 | 12,72 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 489.692 | 11.297 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 65.038 | 429,11 | 1.500 | 430,04 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 54.756 | 20,26 | 1.263 | 20,40 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32.505 | 2,48 | 750 | 2,46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 66.398 | 0,51 | 1.532 | 0,59 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 34.646 | 0,99 | 799 | 1,14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9.594 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 17.480 | 0,74 | 403 | 1,00 |
