Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Thomas J. Herzfeld Advisors, Inc., Willis Johnson & Associates, Inc., Cambridge Financial Group, LLC, Intentional Wealth Strategies, LLC, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Kestra Private Wealth Services, Llc, BridgePort Financial Solutions, LLC, Ausdal Financial Partners, Inc., HighPoint Advisor Group LLC, Anchor Investment Management, LLC, und Golden State Equity Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | PAX Financial Group, LLC | 47.190 | 0,31 | 1.116 | 0,27 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 111.898 | 11,08 | 2.648 | 11,12 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 214.466 | 5,62 | 5.073 | 5,56 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 69.182 | 24,12 | 1.633 | 23,90 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 46.214 | 108,17 | 1.093 | 108,19 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.173 | 239,47 | 170 | 238,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 38.700 | 12,26 | 915 | 12,27 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 12.427 | 7,22 | 294 | 6,93 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 31.746 | 751 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.130 | 2,25 | 98 | 2,11 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 344.756 | 8.155 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.327 | 292 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 8.586 | 203 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 108.916 | 45,18 | 2.547 | 44,41 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 23.622 | 30,16 | 559 | 30,07 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18.138 | 0,55 | 429 | 0,70 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 462.632 | 2,96 | 10.943 | 2,92 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 38.136 | 0,09 | 902 | 0,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 124.735 | 7,93 | 2.950 | 7,86 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 54.083 | 24,73 | 1.279 | 24,66 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 50.949 | 2,64 | 1.206 | 2,64 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 31.506 | 505,88 | 745 | 505,69 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12.786 | 302 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 13.931 | 0,24 | 0 | |||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 21.255 | 503 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 9.746 | 231 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 42.151 | 8,52 | 997 | 8,49 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 10.788 | 13,94 | 255 | 13,84 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 23.263 | 10,75 | 550 | 10,66 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 15.505 | 48,84 | 367 | 48,78 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 9.298 | 220 | ||||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 166.160 | 6,72 | 3.930 | 6,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 500.074 | 12,17 | 11.829 | 12,12 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 96.212 | 2.276 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 14.619 | 0,04 | 346 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 850 | 20 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 16.393 | 388 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 150.408 | 11,22 | 3.558 | 11,16 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 47.081 | 0,40 | 1.114 | 0,36 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 13.194 | 312 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11.252 | 266 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.354 | 269 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 466.692 | 63,92 | 11.039 | 63,86 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 332.665 | 65,64 | 7.869 | 65,57 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 67.859 | 4,53 | 1.605 | 4,49 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 83.496 | 56,61 | 1.975 | 56,62 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 57.520 | 74,26 | 1.361 | 74,14 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 563.847 | 2,46 | 13.337 | 2,42 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 138.451 | 7,20 | 3.274 | 7,13 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 394.919 | 6,78 | 9.341 | 6,73 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.786 | 302 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 70.988 | 4,20 | 1.679 | 4,16 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 29.390 | 14,28 | 695 | 14,31 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 196.490 | 14,14 | 4.648 | 14,09 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 53.311 | 97,24 | 1.261 | 97,34 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 8.715 | 0,57 | 206 | 0,49 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 22.634 | 535 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 215.989 | 0,75 | 5.109 | 0,71 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.347 | 6,05 | 103 | 5,15 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 36.045 | 0,32 | 853 | 0,24 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 10.931 | 259 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 230.738 | 44,63 | 5.458 | 44,56 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 78.511 | 31,56 | 1.857 | 31,52 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 30.545 | 0,99 | 723 | 0,98 | ||||
| 2026-05-05 | 13F | UBS Group AG | 254.229 | 29,45 | 6.014 | 29,40 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 24.880 | 13,74 | 589 | 13,73 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42.151 | 997 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 27.456 | 37,25 | 649 | 37,21 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 29.024 | 3,04 | 687 | 3,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 22.954 | 24,39 | 543 | 24,31 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 37.991 | 18,49 | 900 | 18,13 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 14.216 | 24,02 | 336 | 23,99 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 510 | 142,38 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36.915 | 12,90 | 873 | 12,94 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 176.485 | 73,58 | 4 | 100,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 47.203 | 0,13 | 1.117 | 0,09 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 49.440 | 4,44 | 1.169 | 4,38 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 23.066 | 69,72 | 546 | 69,78 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 68.975 | 2,63 | 1.632 | 2,64 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 171.911 | 8,88 | 4.066 | 8,83 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6.200 | 147 | ||||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 39.013 | 0,38 | 923 | -0,11 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15.322 | 0,67 | 362 | 0,56 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 90.102 | 2,88 | 2.131 | 2,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 14.699 | 10,69 | 348 | 10,51 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 23.170 | 2,99 | 548 | 3,01 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 342.056 | 10,77 | 8.091 | 10,72 | ||||
| 2026-04-13 | 13F | Trust Co | 398 | 0,25 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 32.372 | 35,71 | 766 | 35,64 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 47.995 | 6,27 | 1.135 | 6,27 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 230.415 | 11,55 | 5.450 | 11,50 |
