Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco BulletShares 2028 High Yield Corporate Bond ETF eröffnet haben, gehören Ashton Thomas Private Wealth, LLC, Verity Asset Management, Inc., Kickstand Ventures, Llc., Lbmc Investment Advisors, Llc, Intrua Financial, LLC, Sidoxia Capital Management, LLC, Mirador Capital Partners LP, Accurate Wealth Management, LLC, Altium Investment Strategies LLC, Wiley Bros.-aintree Capital, Llc, Nalls Sherbakoff Group, Llc, Intentional Wealth Strategies, LLC, Western Wealth Management, LLC, und Community Financial Services Group, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 98 | 2,08 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 14.591 | 36,53 | 316 | 34,47 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 69.110 | 0,07 | 1.499 | -1,38 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 21.766 | 17,58 | 472 | 15,72 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 384.000 | 1,15 | 8.327 | -0,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 56.202 | 4,27 | 1.219 | 2,78 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.182.087 | 8,69 | 25.634 | 7,13 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 192.894 | 412,65 | 4.183 | 405,68 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 22.602 | 6,81 | 490 | 5,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 572.726 | 24,11 | 12.420 | 22,33 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 251.431 | 5.452 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 36.944 | 19,61 | 801 | 17,97 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 30.174 | 3,62 | 654 | 2,19 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 39.935 | 17,08 | 866 | 15,33 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 38.377 | 14,16 | 832 | 12,58 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 12.598 | 273 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 100.714 | 0,73 | 2.184 | -0,73 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 30.875 | 14,04 | 670 | 12,44 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 383.914 | 0,69 | 8.324 | -0,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.340.587 | 8,70 | 50.756 | 7,14 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 86.478 | 1.875 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.311 | 12,92 | 28 | 12,00 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 77.469 | 27,95 | 1.680 | 26,05 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 61.977 | 50,16 | 1.344 | 47,91 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 11.997 | 1,21 | 260 | 0,00 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 32.742 | 0,71 | 710 | -0,70 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 584 | 1,39 | 13 | 0,00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 16.192 | 353 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 184.719 | 7,72 | 4.006 | 6,18 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 13.971 | 28,33 | 303 | 26,36 | ||||
| 2026-05-05 | 13F | UBS Group AG | 590.222 | 19,50 | 12.799 | 17,78 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.167 | 7,46 | 828 | 5,89 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 493.130 | 3,66 | 10.694 | 2,18 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 18.749 | 0,48 | 407 | -0,98 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.202.092 | 1,47 | 26.067 | 0,02 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 93.557 | 11,75 | 2.029 | 10,16 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 28.277 | 19,49 | 613 | 17,88 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 400 | 9 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.868 | 41 | ||||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 9.933 | 1,80 | 215 | 0,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 218.624 | 16,65 | 4.702 | 14,02 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 302.172 | 5,62 | 6.553 | 4,10 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 24.482 | 0,30 | 531 | -1,49 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 23.257 | 5,26 | 504 | 3,70 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 28.212 | 5,26 | 612 | 3,74 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 152.105 | 2,01 | 3.299 | 0,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 20.911 | 233,99 | 453 | 230,66 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 68.091 | 63,98 | 1.477 | 61,66 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 16.192 | 353 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 55.610 | 1.206 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 176.556 | 14,31 | 3.829 | 12,69 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 23.291 | 505 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 33.097 | 9,59 | 718 | 7,98 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 43.044 | 0,93 | 933 | -0,43 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 312.794 | 43,15 | 7 | 50,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23.193 | 15,10 | 503 | 13,32 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 7.263 | 1,48 | 157 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 13.561 | 3,51 | 294 | 2,08 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 28.506 | 5,36 | 618 | 3,87 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 226.726 | 4,82 | 4.917 | 3,32 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 270.106 | 11,13 | 5.851 | 9,43 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 331.520 | 4,36 | 7.189 | 2,88 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 13.675 | 0,15 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 68.214 | 109,19 | 1.479 | 106,28 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 255.074 | 0,87 | 5.531 | -0,58 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 111.907 | 2.427 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 12.713 | 120,25 | 276 | 118,25 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 77.528 | 1,99 | 1.681 | 0,54 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 147.273 | 3.194 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.610.747 | 44,74 | 34.929 | 42,67 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 57.452 | 9,37 | 1.246 | 7,79 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.250 | 201 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 499.435 | 6,63 | 10.830 | 5,10 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 90.092 | 5,00 | 1.954 | 3,50 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 12.598 | 189,61 | 273 | 187,37 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 465.029 | 14,39 | 10.173 | 13,74 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 24.043 | 0,08 | 525 | -1,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.828 | 10.000,00 | 61 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.152 | 47,28 | 462 | 46,67 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 250.641 | 0,40 | 5.436 | -1,02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 529.399 | 11.480 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 38.588 | 46,44 | 837 | 44,39 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 63.019 | 5,39 | 1.367 | 3,88 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 593.186 | 72,24 | 12.864 | 69,78 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 116.076 | 49,44 | 2.517 | 47,37 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 37.960 | 35,23 | 823 | 33,39 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 56.918 | 45,86 | 1.234 | 43,82 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 2.251 | 49 | ||||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 39.473 | 856 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.300 | 28 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 89.065 | 7,76 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 15.133 | 19,98 | 328 | 18,41 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 15.113 | 1,48 | 328 | 0,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 11.721 | 16,19 | 254 | 14,93 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 118.877 | 27,71 | 2.578 | 25,89 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 427 | 9 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 21.931 | 19,74 | 476 | 18,16 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.430 | 53 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 755.566 | 29,67 | 16.384 | 27,81 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7.754 | 0,09 | 168 | -1,18 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17.339 | 9,22 | 376 | 7,45 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.928 | 1,47 | 0 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2.206 | 48,45 | 48 | 46,88 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 269.085 | 41,97 | 5.920 | 147.875,00 |
