Participação institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF incluem Kinetic Wealth Investment Advisors LLC, Garrett Wealth Advisory Group, LLC, Wedmont Private Capital, Wedbush Securities Inc, IFG Advisory, LLC, Kestra Private Wealth Services, Llc, Citadel Advisors Llc, Anchor Investment Management, LLC, Colonial Trust Advisors, e Plante Moran Financial Advisors, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data de registro | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-12 | 13F | Advisory Services Network, LLC | 11.047 | 2,40 | 261 | 2,35 | ||||
| 2026-07-30 | 13F | Collier Financial | 1.949 | 0,26 | 46 | 2,22 | ||||
| 2026-07-14 | 13F | Accurate Wealth Management, LLC | 42.563 | 12,03 | 1.006 | 11,79 | ||||
| 2026-08-11 | 13F | Colonial Trust Advisors | 3.600 | 85 | ||||||
| 2026-09-02 | 13F | Kinetic Wealth Investment Advisors LLC | 64.087 | 1.515 | ||||||
| 2026-08-14 | 13F | Jones Financial Companies Lllp | 76.697 | 10,86 | 1.814 | 11,02 | ||||
| 2026-07-22 | 13F | Cornerstone Wealth Management, LLC | 75.529 | 6,40 | 1.786 | 6,31 | ||||
| 2026-08-05 | 13F | PAX Financial Group, LLC | 47.651 | 0,98 | 1.126 | 0,90 | ||||
| 2026-08-06 | 13F | Plante Moran Financial Advisors, LLC | 2.122 | 50 | ||||||
| 2026-08-13 | 13F | Huntington National Bank | 629 | 23,58 | ||||||
| 2026-08-13 | 13F | Creative Planning | 12.682 | 300 | ||||||
| 2026-08-14 | 13F | Invesco Ltd. | 416.301 | 5,41 | 9.841 | 5,35 | ||||
| 2026-07-21 | 13F | Legacy Private Trust Co. | 99.784 | 73,48 | 2.359 | 73,38 | ||||
| 2026-08-03 | 13F | Envestnet Asset Management Inc | 131.780 | 5,65 | 3.115 | 5,59 | ||||
| 2026-08-14 | 13F | Old Mission Capital Llc | 57.709 | 18.515,81 | 1.364 | 19.385,71 | ||||
| 2026-07-21 | 13F | Precedent Wealth Partners, Llc | 190.052 | 10,55 | 4.493 | 10,48 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12.327 | 292 | ||||||
| 2026-07-28 | 13F | Avantax Planning Partners, Inc. | 23.422 | 0,68 | 554 | 0,55 | ||||
| 2026-08-18 | 13F | Vermillion & White Wealth Management Group, LLC | 39.409 | 1,02 | 932 | 0,98 | ||||
| 2026-07-30 | 13F/A | Cambridge Investment Research Advisors, Inc. | 10.334 | 0 | ||||||
| 2026-08-14 | 13F | Vestmark Advisory Solutions, Inc. | 14.904 | 16,56 | 352 | 16,56 | ||||
| 2026-08-11 | 13F | SNS Financial Group, LLC | 20.875 | 19,52 | 493 | 19,37 | ||||
| 2026-08-13 | 13F | Willis Johnson & Associates, Inc. | 42.318 | 0,40 | 1.000 | 0,30 | ||||
| 2026-08-05 | 13F | HighTower Advisors, LLC | 245.694 | 6,48 | 5.808 | 6,43 | ||||
| 2026-08-13 | 13F | IFG Advisory, LLC | 13.847 | 327 | ||||||
| 2026-08-11 | 13F | MONECO Advisors, LLC | 159.326 | 5,93 | 3.766 | 5,88 | ||||
| 2026-07-21 | 13F | Central Valley Advisors, Llc | 184.560 | 8,86 | 4.363 | 8,80 | ||||
| 2026-08-13 | 13F | Morgan Stanley | 583.667 | 3,52 | 13.798 | 3,45 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 166.160 | 6,72 | 3.930 | 6,68 | ||||
| 2026-08-14 | 13F | Ausdal Financial Partners, Inc. | 22.139 | 138,10 | 523 | 138,81 | ||||
| 2026-08-14 | 13F | Advisor Group Holdings, Inc. | 163.122 | 17,82 | 3.856 | 17,78 | ||||
| 2026-08-14 | 13F | Ameriprise Financial Inc | 127.095 | 16,69 | 3.005 | 17,99 | ||||
| 2026-09-01 | 13F/A | Citadel Advisors Llc | 10.722 | 253 | ||||||
| 2026-07-28 | 13F | Wedbush Securities Inc | 14.824 | 0 | ||||||
| 2026-07-17 | 13F | AA Financial Advisors, LLC | 21.608 | 0,06 | 511 | 0,00 | ||||
| 2026-08-18 | 13F | Beacon Pointe Advisors, LLC | 15.512 | 0,05 | 367 | 0,00 | ||||
| 2026-08-11 | 13F | Farmers National Bank | 51.290 | 0,05 | 1.212 | 0,00 | ||||
| 2026-08-12 | 13F | Integrated Wealth Concepts LLC | 302.985 | 54,20 | 7.162 | 54,12 | ||||
| 2026-08-12 | 13F | Stifel Financial Corp | 78.505 | 14,15 | 1.856 | 14,08 | ||||
| 2026-08-11 | 13F | OneAscent Financial Services LLC | 32.492 | 2,35 | 768 | 2,40 | ||||
| 2026-08-14 | 13F | Bank Of America Corp /de/ | 480.377 | 2,93 | 11.356 | 2,87 | ||||
| 2026-08-12 | 13F | Northwestern Mutual Wealth Management Co | 94.170 | 12,78 | 2.226 | 12,71 | ||||
| 2026-07-22 | 13F | Farnam Financial LLC | 62.710 | 26,84 | 1.482 | 26,78 | ||||
| 2026-08-07 | 13F | Pnc Financial Services Group, Inc. | 6.269 | 51,79 | 148 | 52,58 | ||||
| 2026-07-20 | 13F | IFP Advisors, Inc | 4.622 | 6,33 | 109 | 6,86 | ||||
| 2026-08-07 | 13F | Tassel Capital Management, Inc. | 12.512 | 0,68 | 296 | 0,68 | ||||
| 2026-07-27 | 13F | Private Advisor Group, LLC | 54.416 | 2,07 | 1.286 | 1,98 | ||||
| 2026-07-17 | 13F | Farther Finance Advisors, LLC | 9.697 | 6,22 | 229 | 6,51 | ||||
| 2026-08-05 | 13F | HighPoint Advisor Group LLC | 25.758 | 200,00 | 609 | 199,51 | ||||
| 2026-07-02 | 13F | Sarver Vrooman Wealth Advisors | 36.117 | 0,20 | 854 | 0,12 | ||||
| 2026-08-11 | 13F | Atlantic Union Bankshares Corp | 320.485 | 49,43 | 7.576 | 49,37 | ||||
| 2026-07-21 | 13F | River Street Advisors LLC | 46.314 | 0,22 | 1.095 | 0,09 | ||||
| 2026-08-07 | 13F | Mml Investors Services, Llc | 95.568 | 37,58 | 2.259 | 37,49 | ||||
| 2026-07-31 | 13F | TCG Advisory Services, LLC | 30.256 | 33,68 | 715 | 33,64 | ||||
| 2026-07-24 | 13F | Key FInancial Inc | 367.608 | 7,47 | 8.690 | 7,42 | ||||
| 2026-07-30 | 13F | Kickstand Ventures, Llc. | 24.452 | 36,21 | 578 | 36,32 | ||||
| 2026-08-14 | 13F | Warren Averett Asset Management, LLC | 45.686 | 8,39 | 1.080 | 8,32 | ||||
| 2026-08-17 | 13F | Coastal Bridge Advisors, LLC | 17.720 | 24,65 | 419 | 24,40 | ||||
| 2026-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15.426 | 0,68 | 365 | 0,55 | ||||
| 2026-07-27 | 13F | Opulen Financial Group LLC | 8.766 | 0,59 | 207 | 0,49 | ||||
| 2026-08-06 | 13F | Heritage Trust Co | 25.530 | 8,08 | 604 | 8,06 | ||||
| 2026-08-14 | 13F | Thrivent Financial For Lutherans | 202.894 | 14,96 | 5 | 0,00 | ||||
| 2026-07-13 | 13F | Wedmont Private Capital | 30.480 | 720 | ||||||
| 2026-07-23 | 13F | Sentinel Pension Advisors Inc | 29.041 | 0,06 | 686 | -0,15 | ||||
| 2026-07-29 | 13F | Commonwealth Equity Services, Llc | 110.974 | 0,33 | 2.623 | 0,23 | ||||
| 2026-07-31 | 13F | Jacobi Capital Management LLC | 41.788 | 130,39 | 988 | 130,07 | ||||
| 2026-08-04 | 13F | Garrett Wealth Advisory Group, LLC | 49.731 | 1.176 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 6.200 | 147 | ||||||
| 2026-08-14 | 13F | Jane Street Group, Llc | 46.035 | 1.088 | ||||||
| 2026-07-29 | 13F | Kathmere Capital Management, LLC | 105.642 | 1,21 | 2.497 | 1,13 | ||||
| 2026-07-21 | 13F | Howard Wealth Management, Llc | 25.730 | 3,42 | 608 | 3,40 | ||||
| 2026-07-30 | 13F | Asset Dedication, LLC | 124.958 | 2,64 | 2.954 | 2,61 | ||||
| 2026-07-21 | 13F | Old Second National Bank Of Aurora | 50.354 | 59,82 | 1.190 | 59,73 | ||||
| 2026-07-28 | 13F | Private Trust Co Na | 9.971 | 39,01 | 236 | 39,05 | ||||
| 2026-07-28 | 13F | Kestra Advisory Services, LLC | 72.726 | 77,95 | 1.719 | 77,95 | ||||
| 2026-07-21 | 13F | Landaas & Co /wi /adv | 41.166 | 11,52 | 973 | 11,45 | ||||
| 2026-08-07 | 13F | LPL Financial LLC | 511.446 | 2,27 | 12.091 | 2,22 | ||||
| 2026-08-12 | 13F | GWM Advisors LLC | 217.832 | 5.150 | ||||||
| 2026-07-22 | 13F | Foundry Financial Group, Inc. | 9.809 | 0,65 | 232 | 0,43 | ||||
| 2026-07-07 | 13F | Clark Asset Management, LLC | 61.999 | 31,69 | 1.466 | 31,63 | ||||
| 2026-07-23 | 13F | Cookson Peirce & Co Inc | 9.390 | 6,92 | 222 | 6,76 | ||||
| 2026-08-12 | 13F | Aptus Capital Advisors, LLC | 57.158 | 5,69 | 1.351 | 5,63 | ||||
| 2026-08-14 | 13F | Raymond James Financial Inc | 392.401 | 17,96 | 9.276 | 17,90 |
