Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Municipal Bond ETF include Modern Wealth Management, LLC, Marietta Wealth Management, LLC, Duncan Williams Asset Management, LLC, Cornerstone Wealth Management, LLC, Hrt Financial Lp, Landaas & Co /wi /adv, Anchor Investment Management, LLC, BRYN MAWR TRUST Co, Farther Finance Advisors, LLC, and Elequin Capital Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 162,916 | 5.58 | 3,785 | 5.82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,435 | 2.15 | 428 | 2.39 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 248,437 | 25.17 | 6 | 25.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 31,739 | 111.73 | 737 | 112.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16,140 | 51.62 | 375 | 51.82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 141,405 | 2.83 | 3,293 | 3.33 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27,984 | 650 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 96,996 | 31.39 | 2,253 | 31.75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,530 | 3.83 | 686 | 3.95 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128,670 | 8.43 | 2,989 | 8.69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9,236 | 0 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 11,138 | 8.10 | 259 | 8.40 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,241 | 99 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47,270 | 14.56 | 1,098 | 14.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160,412 | 6.80 | 3,726 | 7.07 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11,070 | 257 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,190 | 0.73 | 353 | 0.86 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 20,016 | 2.98 | 465 | 3.11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88,665 | 10.27 | 2,060 | 10.52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16,015 | 13.61 | 372 | 14.11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,675 | 0.73 | 225 | 0.90 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 48,638 | 1,130 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 125,103 | 35.13 | 2,906 | 35.48 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 8,643 | 201 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,332 | 25.43 | 286 | 25.99 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,447 | 34 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23,899 | 58.05 | 554 | 58.29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53,062 | 8.70 | 1,233 | 8.93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21,583 | 501 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,197 | 3.68 | 283 | 4.04 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 37,989 | 17.70 | 882 | 18.07 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 15,030 | 94.44 | 349 | 94.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55,955 | 16.03 | 1,300 | 16.29 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 23,860 | 0.72 | 554 | 0.91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 22,572 | 4.74 | 524 | 5.01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15,125 | 351 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 239,863 | 11.53 | 5,572 | 11.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255,967 | 6.45 | 5,946 | 6.71 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5,000 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 207,092 | 25.04 | 4,811 | 25.33 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 15,376 | 357 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,786 | 16.33 | 343 | 16.67 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 320 | 7 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14,256 | 22.84 | 331 | 23.51 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 464 | 12.35 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19,813 | 0.26 | 460 | 0.44 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 100,346 | 14.24 | 2,331 | 14.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 153,023 | 11.51 | 3,555 | 11.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,183 | 120 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 215,072 | 3.19 | 4,996 | 3.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 377,436 | 10.28 | 8,768 | 10.54 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 60,384 | 42.59 | 1,403 | 42.92 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,540 | 10.79 | 477 | 11.19 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,790 | 0.62 | 204 | 0.99 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 50,876 | 3.60 | 1,182 | 3.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 259,773 | 20.91 | 6,035 | 21.19 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 21,653 | 67.10 | 503 | 67.33 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 251,708 | 5,847 |
