Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco BulletShares 2029 High Yield Corporate Bond ETF eröffnet haben, gehören Stablepoint Partners, LLC, Lbmc Investment Advisors, Llc, S.E.E.D. Planning Group LLC, Intrua Financial, LLC, Atria Investments Llc, Wealth Quarterback LLC, Fifth Third Bancorp, TD Waterhouse Canada Inc., Claris Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 16.803 | 38,67 | 353 | 35,77 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 23.865 | 13,27 | 502 | 10,82 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 41.804 | 6,47 | 1 | |||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 23.856 | 146,83 | 502 | 142,03 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 169.579 | 8,00 | 3.567 | 5,63 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 366.124 | 1,12 | 7.701 | -1,12 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 348.291 | 190,81 | 7.326 | 184,39 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 52.446 | 1,18 | 1.103 | -0,99 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 70.984 | 17,86 | 1.493 | 15,29 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 139.140 | 5,94 | 2.927 | 3,61 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 69.587 | 0,10 | 1.464 | -2,14 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 27.683 | 21,58 | 582 | 19,02 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.175 | 12,99 | 46 | 9,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 71.654 | 0,63 | 1.507 | -1,57 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9.046 | 39,32 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.698 | 99 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 799.650 | 34,43 | 16.821 | 31,46 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 318.620 | 4,46 | 6.702 | 2,16 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 46.663 | 13,31 | 982 | 10,85 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 34.387 | 723 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 119.647 | 2,74 | 2.517 | 0,48 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 38.112 | 20,17 | 802 | 17,45 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.140 | 318 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 23.856 | 79,95 | 502 | 75,79 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 115.497 | 2.429 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 37.298 | 21,32 | 785 | 18,61 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 330.313 | 3,41 | 6.948 | 1,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.878.145 | 17,75 | 60.542 | 15,15 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.222 | 1,58 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 27.854 | 6,53 | 586 | 4,09 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 33.029 | 13,39 | 695 | 10,86 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 6.350 | 2,07 | 134 | 0,00 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 18.251 | 35,28 | 384 | 32,07 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 30.951 | 0,59 | 651 | -1,51 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 76.770 | 1.615 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 602 | 1,69 | 13 | 0,00 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 42.440 | 6,74 | 893 | 4,33 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.698 | 573,07 | 101 | 573,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 186.679 | 5,88 | 3.927 | 3,53 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.970 | 49,54 | 466 | 47,47 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 80.926 | 1.702 | ||||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 12.675 | 23,21 | 267 | 20,36 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 54.088 | 237,88 | 1.138 | 230,52 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 408.896 | 0,63 | 8.622 | -1,36 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 4.100 | 86 | ||||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 145.376 | 16,84 | 3.058 | 14,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 483.657 | 66,81 | 10.174 | 63,13 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 3.106 | 65 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11.821 | 0,63 | 249 | -1,59 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 10.836 | 228 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 35.426 | 241,75 | 745 | 235,59 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 48.799 | 100,82 | 1.026 | 96,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7.172 | 1,62 | 151 | -0,66 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 33.795 | 3,34 | 711 | 1,00 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 28.609 | 29,25 | 602 | 26,26 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 840.770 | 2,49 | 17.686 | 0,51 | ||||
| 2026-05-14 | 13F | Ark Wealth Advisors LLC | 44.231 | 35,08 | 930 | 32,10 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 10.026 | 211 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17.253 | 17,62 | 363 | 14,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 25.366 | 10,27 | 1 | |||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 76.287 | 40,72 | 1.605 | 37,56 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 580.655 | 45,69 | 12.214 | 42,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 415.119 | 7,10 | 8.732 | 4,74 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 125 | 3 | ||||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 15.560 | 1,61 | 327 | -0,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 460 | 10 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 185.057 | 7,54 | 3.893 | 5,16 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 101.965 | 33,20 | 2.145 | 30,26 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 18.618 | 5,36 | 392 | 2,89 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 217.659 | 3,99 | 4.578 | 1,69 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 101.731 | 12,50 | 2.188 | 218.700,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 195.551 | 33,34 | 4.067 | 28,92 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 32.134 | 0,13 | 676 | -2,32 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 501 | 11 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 21.399 | 12,66 | 450 | 10,29 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 319.190 | 6.714 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6.882 | 0,12 | 145 | -2,04 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 14.760 | 17,43 | 310 | 14,81 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 391.229 | 5,98 | 8.230 | 3,64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 41.337 | 870 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2.438 | 143,80 | 51 | 142,86 |
