Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Willis Johnson & Associates, Inc., Intentional Wealth Strategies, LLC, Cypress Wealth Services, LLC, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Mission Wealth Management, Lp, Coastal Bridge Advisors, LLC, Francis Financial, Inc., Golden State Equity Partners, Fifth Third Bancorp, Western Wealth Management, LLC, Gill Capital Partners, Llc, und IFP Advisors, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 26.500 | 562,50 | 610 | 563,04 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.674 | 0,53 | 62 | 0,00 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 229.676 | 13,80 | 5.288 | 13,18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 291.824 | 10,23 | 6.719 | 9,63 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 19.860 | 100,20 | 457 | 99,56 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 39.134 | 6,14 | 901 | 5,63 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 25.578 | 2,43 | 589 | 1,73 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 72.527 | 1.670 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 95.062 | 10,76 | 2.201 | 11,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 56.006 | 51,85 | 1.286 | 50,64 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 22.079 | 65,31 | 508 | 64,40 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 32.363 | 7,88 | 745 | 7,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 586.718 | 1,28 | 13.508 | 0,73 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 104.378 | 2.403 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 23.343 | 0,18 | 537 | -0,37 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1.350 | 92,86 | 31 | 93,75 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 17.208 | 33,45 | 396 | 32,89 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.648 | 107 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 107.458 | 9,45 | 2.474 | 8,89 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 52.287 | 5,41 | 1.210 | 5,68 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 190.603 | 7,68 | 4.388 | 7,10 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 46.435 | 38,62 | 1.069 | 37,94 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 31.385 | 45,29 | 723 | 44,40 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 39.086 | 5,82 | 900 | 5,15 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 39.374 | 0,09 | 907 | -0,44 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36.443 | 17,95 | 839 | 17,34 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 153.210 | 14,93 | 3.527 | 14,29 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 10.000 | 230 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10.421 | 240 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 16.221 | 9,62 | 373 | 9,06 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 43.052 | 99,24 | 991 | 98,20 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 98.737 | 31,91 | 2.273 | 31,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 299.559 | 10,20 | 6.897 | 9,60 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 8.995 | 207 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 74.984 | 8,61 | 1.726 | 8,01 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 98.583 | 9,76 | 2.270 | 9,14 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 9.776 | 225 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 9.200 | 212 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 12.444 | 287 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.421 | 240 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 135.406 | 19,87 | 3.118 | 19,24 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 118.420 | 25,71 | 2.726 | 25,05 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 87.429 | 49,70 | 2.013 | 48,93 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9.464 | 0,53 | 218 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 249 | 6 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 42.947 | 989 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 296.105 | 5,63 | 6.817 | 5,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 233.923 | 29,53 | 5.386 | 28,83 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 13.385 | 5,39 | 308 | 4,76 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 14.300 | 6,93 | 329 | 6,47 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 13.187 | 9,32 | 305 | 8,93 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.006 | 43,37 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 57.536 | 49,35 | 1.325 | 48,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 221.140 | 10,47 | 5.091 | 9,86 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 13.693 | 124,95 | 315 | 125,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 28.720 | 0,06 | 661 | -0,45 | ||||
| 2026-04-13 | 13F | Trust Co | 407 | 0,25 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 943.376 | 1.110,45 | 22.141 | 1.127,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 12.778 | 294 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 10.449 | 241 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.225 | 51 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 9.065 | 2,43 | 209 | 1,96 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 166.299 | 8,38 | 3.829 | 7,77 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 25.392 | 13,50 | 585 | 12,96 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.025 | 14,46 | 254 | 13,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 37.175 | 2,48 | 861 | 2,50 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 15.737 | 0,66 | 362 | 0,28 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 27.400 | 21,17 | 631 | 20,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.100 | 140 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 659.279 | 4,13 | 15.179 | 3,57 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 23.749 | 18,41 | 547 | 17,67 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.025 | 24 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.857 | 193,19 | 227 | 193,51 |
