Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco BulletShares 2028 High Yield Corporate Bond ETF include Summit Investment Advisory Services, LLC, AA Financial Advisors, LLC, Latitude Advisors, LLC, BXM Wealth LLC, We Are One Seven, LLC, Quad-Cities Investment Group, LLC, Farther Finance Advisors, LLC, Alaska Permanent Capital Management, WFA of San Diego, LLC, SRS Capital Advisors, Inc., and Cornerstone Planning Group LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 485,597 | 4.84 | 10,707 | 6.82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 23,005 | 3.93 | 507 | 5.85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 18,835 | 41.88 | 415 | 44.60 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 31,328 | 172.42 | 687 | 177.02 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 53,005 | 11.47 | 1,169 | 13.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83,117 | 4.18 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 38,707 | 3.65 | 853 | 5.57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 74,566 | 3.15 | 1,644 | 5.12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259,885 | 6.03 | 5,730 | 8.03 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,215 | 1.76 | 27 | 4.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 112,928 | 2,490 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48,227 | 2.12 | 1,063 | 4.11 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,403 | 21.52 | 384 | 23.95 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 210,775 | 11.94 | 4,648 | 14.06 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16,307 | 20.79 | 360 | 22.95 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 6,933 | 152 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,926 | 58.76 | 65 | 64.10 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61,387 | 0.15 | 1,354 | 2.04 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20,337 | 35.48 | 448 | 37.96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,228 | 203 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 197,775 | 3.89 | 4,361 | 5.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,751 | 3.32 | 215 | 5.39 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,425 | 235.29 | 31 | 244.44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 32,804 | 6.52 | 723 | 8.56 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 16,836 | 1.21 | 371 | 3.34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 49,014 | 1.90 | 1,081 | 3.85 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 9,114 | 201 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 471 | 10 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138,195 | 23.01 | 3,035 | 24.70 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 10,025 | 221 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 43,273 | 13.51 | 954 | 15.78 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,423 | 186 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 173,216 | 45.01 | 3,820 | 47.79 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 300 | 7 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21,559 | 89.30 | 475 | 93.09 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 57,764 | 0.38 | 1,274 | 2.25 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 209,104 | 5.52 | 4,611 | 7.66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27,282 | 143.52 | 602 | 148.35 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42,491 | 8.19 | 937 | 10.25 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 83,155 | 15.18 | 1,834 | 17.35 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 9,161 | 202 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91,342 | 34.77 | 2,014 | 37.38 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 121,173 | 10.19 | 2,662 | 11.99 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 29,059 | 5.54 | 641 | 7.56 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,350 | 96 | ||||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 19,471 | 0.65 | 429 | 2.63 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 93 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 124,541 | 18.26 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21,742 | 6.55 | 479 | 8.62 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 65,231 | 33.61 | 1,438 | 36.17 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 33,075 | 64.45 | 729 | 72.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 747,270 | 0.25 | 16,477 | 2.15 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7,866 | 1.69 | 173 | 3.59 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 299,313 | 9.51 | 6,600 | 11.58 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2,294 | 51 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 14,350 | 316 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 30,679 | 50.57 | 676 | 53.64 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 265,313 | 18.99 | 5,850 | 21.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25,348 | 559 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,025 | 48.12 | 23 | 57.14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,412 | 0.98 | 252 | 2.87 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 15,797 | 348 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 72,463 | 3.98 | 1,598 | 5.90 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 124,113 | 29.12 | 2,737 | 31.54 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 27,076 | 6.28 | 597 | 8.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,382,592 | 21.46 | 30,486 | 23.76 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 16,060 | 21.76 | 354 | 24.21 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10,760 | 237 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 32,491 | 0.75 | 716 | 2.73 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 17,332 | 0.57 | 382 | 2.69 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24,925 | 7.57 | 547 | 10.30 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 217,208 | 4,789 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,703 | 1.15 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 130,790 | 2.41 | 2,884 | 4.34 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 95,458 | 24.76 | 2 | 100.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,891 | 2.64 | 747 | 4.62 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 355,613 | 2.05 | 7,841 | 3.99 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 57,742 | 1.26 | 1,268 | 3.59 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 941 | 159.23 | 21 | 185.71 |
