Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF, omfatter Elequin Capital Lp, Accurate Wealth Management, LLC, Foronjy Financial Llc, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Yarger Wealth Strategies, Llc, Western Wealth Management, LLC, SNS Financial Group, LLC, Ameriprise Financial Inc, Landaas & Co /wi /adv, Axxcess Wealth Management, Llc, Mutual Advisors, LLC, og BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 165.321 | 11,55 | 3.895 | 11,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.026 | 89,12 | 71 | 91,89 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10.796 | 0,67 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12.153 | 0,02 | 286 | 0,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 111.085 | 9,94 | 2.617 | 9,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 149.868 | 1,39 | 3.526 | 1,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17.608 | 2,18 | 415 | 1,97 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 31.181 | 188,77 | 735 | 187,84 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 20.236 | 4,38 | 477 | 4,16 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8.485 | 200 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149.088 | 32,55 | 3.513 | 32,28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17.754 | 6,41 | 418 | 6,36 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 20.415 | 0,20 | 481 | -0,21 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15.033 | 0,71 | 354 | 0,57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160.743 | 6,17 | 3.787 | 5,96 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4.214 | 99 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10.900 | 257 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13.216 | 1,22 | 311 | 0,97 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 73.835 | 14,41 | 1.740 | 14,18 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 129.978 | 45,15 | 3.062 | 44,84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89.748 | 10,91 | 2.114 | 10,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15.204 | 9,07 | 358 | 8,81 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 104.371 | 6,28 | 2.459 | 6,04 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12.176 | 24,55 | 287 | 24,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60.907 | 8,24 | 1.435 | 7,98 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 9.986 | 235 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9.169 | 0,73 | 216 | 1,42 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 15.338 | 6,97 | 361 | 6,80 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 17.082 | 402 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18.091 | 91,18 | 426 | 90,58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35.457 | 49,34 | 835 | 49,11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23.412 | 13,32 | 552 | 13,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 640.934 | 1,19 | 15.100 | 0,98 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10.410 | 244 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 23.724 | 560 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 27.830 | 29,94 | 656 | 29,70 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21.245 | 501 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 340.698 | 15,96 | 8.027 | 15,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57.444 | 15,20 | 1.353 | 14,95 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46.348 | 14,44 | 1.092 | 14,12 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 21.440 | 42,81 | 505 | 42,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67.542 | 395,94 | 2 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56.185 | 21,78 | 1.324 | 21,49 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8.935 | 210 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 26.036 | 48,78 | 613 | 48,43 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22.530 | 531 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81.897 | 20,26 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10.254 | 242 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9.478 | 0,97 | 223 | 0,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32.899 | 17,83 | 775 | 17,60 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78.182 | 3,38 | 1.842 | 3,14 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 18.536 | 14,46 | 437 | 14,14 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 18.536 | 437 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27.234 | 642 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8.993 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14.685 | 16,46 | 346 | 16,16 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 11.077 | 13,02 | 261 | 12,55 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30.660 | 0,06 | 722 | -0,14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 338 | -40,04 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 131.581 | 14,54 | 3.100 | 14,31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 159.077 | 4,26 | 3.748 | 4,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.060 | 25 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 296.072 | 4,27 | 6.975 | 4,04 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 15.546 | 0,71 | 366 | 0,55 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10.620 | 250 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.375 | 0,73 | 32 | 0,00 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 57.914 | 0,56 | 1.364 | 0,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 500.997 | 18,43 | 11.803 | 18,18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27.410 | 8,73 | 646 | 8,40 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 12.599 | 0,71 | 297 | 0,34 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 55.773 | 150,97 | 1.314 | 150,76 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 63.128 | 1,85 | 1.487 | 1,64 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 44.212 | 14,65 | 1.042 | 14,40 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 12.953 | 8,37 | 305 | 8,16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 132.059 | 7,85 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34.883 | 2,49 | 822 | 2,24 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 18.302 | 431 |
