Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Municipal Bond ETF incluem Goldman Sachs Group Inc, Jpmorgan Chase & Co, VestGen Advisors, LLC, Intentional Wealth Strategies, LLC, Golden State Equity Partners, Wells Fargo & Company/mn, Fifth Third Bancorp, e Root Financial Partners, 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 do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 15,278 | 21.50 | 388 | 19.38 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 9,372 | 238 | ||||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 9,655 | 0.80 | 245 | -0.81 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 105,261 | 4.47 | 2,676 | 2.73 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44,085 | 465.70 | 1,121 | 457.21 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 19,428 | 2.15 | 494 | 0.41 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 63,849 | 150.78 | 1,623 | 146.50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10,566 | 272 | ||||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 15,244 | 0.81 | 387 | -0.77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 19,936 | 57.86 | 505 | 54.60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 115,983 | 103.95 | 2,948 | 100.54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39,967 | 1,014 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 185,413 | 10.98 | 4,713 | 9.10 | ||||
| 2026-05-05 | 13F | UBS Group AG | 33,838 | 17.07 | 860 | 15.13 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 129 | 3 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 45,335 | 1,152 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 24,460 | 622 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 101,913 | 4.31 | 2,590 | 2.53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,067 | 129 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13,672 | 0.74 | 348 | -0.86 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 41,385 | 19.96 | 1,052 | 17.96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 51 | -1.96 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25,951 | 1,064.77 | 660 | 1,056.14 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11,118 | 10.30 | 287 | 10.38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,820 | 72 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 144,742 | 7.18 | 3,679 | 5.39 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42,563 | 196.46 | 1,082 | 191.37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 155,917 | 5.01 | 3,963 | 3.26 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 167,106 | 47.36 | 4,248 | 44.90 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 20,394 | 10.29 | 518 | 8.37 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 15,729 | 0.06 | 400 | -1.72 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 5,500 | 140 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 11,761 | 2.24 | 299 | 0.34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 37,875 | 76.29 | 963 | 73.33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 54,047 | 12.83 | 1,374 | 10.90 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 15,250 | 23.48 | 388 | 21.32 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 36,865 | 0.68 | 937 | -0.95 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 50,600 | 18.22 | 1,286 | 16.27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 31,996 | 0.54 | 827 |
