Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF, omfatter Goldman Sachs Group Inc, Jpmorgan Chase & Co, VestGen Advisors, LLC, Intentional Wealth Strategies, LLC, Golden State Equity Partners, Wells Fargo & Company/mn, Fifth Third Bancorp, og Root Financial Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 15.278 | 21,50 | 388 | 19,38 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 9.372 | 238 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9.655 | 0,80 | 245 | -0,81 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 105.261 | 4,47 | 2.676 | 2,73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44.085 | 465,70 | 1.121 | 457,21 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 19.428 | 2,15 | 494 | 0,41 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 63.849 | 150,78 | 1.623 | 146,50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.566 | 272 | ||||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 15.244 | 0,81 | 387 | -0,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19.936 | 57,86 | 505 | 54,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 115.983 | 103,95 | 2.948 | 100,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39.967 | 1.014 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 185.413 | 10,98 | 4.713 | 9,10 | ||||
| 2026-05-05 | 13F | UBS Group AG | 33.838 | 17,07 | 860 | 15,13 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 129 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 45.335 | 1.152 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 24.460 | 622 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 101.913 | 4,31 | 2.590 | 2,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.067 | 129 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13.672 | 0,74 | 348 | -0,86 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 41.385 | 19,96 | 1.052 | 17,96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 51 | -1,96 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25.951 | 1.064,77 | 660 | 1.056,14 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.118 | 10,30 | 287 | 10,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.820 | 72 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 144.742 | 7,18 | 3.679 | 5,39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42.563 | 196,46 | 1.082 | 191,37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155.917 | 5,01 | 3.963 | 3,26 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 167.106 | 47,36 | 4.248 | 44,90 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 20.394 | 10,29 | 518 | 8,37 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 15.729 | 0,06 | 400 | -1,72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5.500 | 140 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 11.761 | 2,24 | 299 | 0,34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 37.875 | 76,29 | 963 | 73,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 54.047 | 12,83 | 1.374 | 10,90 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15.250 | 23,48 | 388 | 21,32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 36.865 | 0,68 | 937 | -0,95 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 50.600 | 18,22 | 1.286 | 16,27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 31.996 | 0,54 | 827 |
