Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Municipal Bond ETF eröffnet haben, gehören Willis Johnson & Associates, Inc., Reuter James Wealth Management, Llc, Heritage Trust Co, Accurate Wealth Management, LLC, Wealthcare Advisory Partners LLC, Cvfg Llc, Vestmark Advisory Solutions, Inc., Pensionmark Financial Group, Llc, Anchor Investment Management, LLC, Golden State Equity Partners, und Harbor Investment Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5.846 | 0,67 | 128 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 267.567 | 19,12 | 5.836 | 17,97 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.064 | 0,66 | 23 | 0,00 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 40.000 | 873 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.636 | 15,36 | 232 | 14,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 30.061 | 3,46 | 656 | 2,50 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 118.820 | 12,10 | 2.586 | 10,80 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 65.016 | 25,20 | 1.432 | 25,75 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.429 | 0,52 | 424 | -0,47 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23.149 | 10,94 | 505 | 9,80 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 340.961 | 5,22 | 7.438 | 4,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 105.907 | 3,71 | 2.310 | 2,71 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 21.525 | 470 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 202.583 | 8,10 | 4.419 | 7,08 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 60.708 | 3,54 | 1.337 | 4,05 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11.532 | 8,66 | 252 | 7,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 229.396 | 3,75 | 5.004 | 2,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.400 | 140 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 28.664 | 7,20 | 625 | 6,29 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 69.174 | 10,43 | 1.509 | 9,35 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 129.192 | 0,64 | 2.818 | -0,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 518.802 | 3,31 | 11.317 | 2,31 | ||||
| 2026-04-13 | 13F | Trust Co | 428 | 0,23 | 9 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 295.609 | 8,97 | 6.448 | 7,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 32.580 | 17,40 | 711 | 16,20 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10.943 | 239 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 162.700 | 14,51 | 3.549 | 13,42 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 38.935 | 0,32 | 849 | -0,59 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6.500 | 142 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 66.647 | 42,43 | 1.454 | 41,07 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 89.281 | 38,52 | 1.948 | 37,21 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 113.188 | 6,35 | 2.487 | 6,10 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 80.344 | 3,76 | 1.753 | 2,76 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 146.913 | 17,79 | 3.205 | 16,64 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 48.315 | 1,63 | 1.054 | 0,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95.559 | 1,22 | 2.084 | 0,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10.943 | 239 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9.868 | 0,54 | 215 | -0,46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 332.099 | 15,63 | 7.244 | 14,53 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 43.232 | 33,78 | 943 | 32,63 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 45.023 | 982 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 13.342 | 291 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.362 | 23,82 | 30 | 20,83 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 10.444 | 228 | ||||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 34.271 | 158,82 | 748 | 156,70 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 30.785 | 15,34 | 672 | 14,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 998 | 25,38 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 186.295 | 6,14 | 4.064 | 5,12 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14.923 | 328 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1.400 | 31 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 209.156 | 0,02 | 4.562 | -0,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 295.973 | 29,25 | 6.456 | 28,02 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 6.785 | 4,21 | 148 | 3,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 13.677 | 298 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 17.420 | 65,64 | 380 | 64,07 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 16.597 | 0,67 | 362 | -0,28 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 460.879 | 6,60 | 10.053 | 5,58 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 16.635 | 30,42 | 363 | 29,29 |
