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Invesco BulletShares 2028 Corporate Bond ETF · Financial Services · Asset Management - Bonds
41Takip edilen yatırımcılar
0Δ sahipler
61.42MTutulan hisseler
$1.25BRaporlanan değer
+3Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı +6.8% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -1 | 63.16M | $1.29B | +4 | −5 |
| Q1 2026 | 41 | 0 | 61.42M | $1.25B | +3 | −3 |
| Q4 2025 | 41 | +1 | 57.52M | $1.18B | +1 | — |
| Q3 2025 | 3 | -1 | 8.62M | $177.37M | — | −1 |
| Q2 2025 | 2 | 0 | 665.80K | $13.64M | — | — |
| Q1 2025 | 1 | 0 | 53.98K | $1.10M | — | — |
| Q4 2024 | 1 | 0 | 109.18K | $2.20M | — | — |
| Q3 2024 | 1 | 0 | 21.49K | $441,855 | +1 | −1 |
| Q2 2024 | 1 | — | 98.09K | $1.96M | — | — |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.09M | +5.3% | $185.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.09M | +5.3% | $185.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 7.88M | +0.6% | $160.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 7.88M | +0.6% | $160.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 7.65M | +5.1% | $156.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 6.21M | -0.9% | $126.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 4.92M | -7.9% | $100.52M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 10 | Lido Advisors, LLC | 4.92M | -7.9% | $100.52M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 4.81M | +30.4% | $98.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.47M | +20.2% | $91.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.47M | +20.2% | $91.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 3.53M | +7.3% | $72.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Invesco Ltd. | 3.53M | +7.3% | $72.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.12M | +24.2% | $43.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.20M | +10.0% | $24.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 1.18M | +8.9% | $24.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.13M | +30.4% | $23.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 1.13M | +11.3% | $23.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 895.12K | +2.6% | $18.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 854.35K | -6.2% | $17.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 854.35K | -6.2% | $17.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 715.28K | +12.8% | $14.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 637.76K | +34.3% | $13.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 593.40K | +28.6% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 593.40K | +28.6% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 472.46K | +0.2% | $9.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 451.57K | +18.4% | $9.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Cwm, Llc | 363.37K | -9.8% | $7.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 228.21K | +18.8% | $4.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 188.68K | Yeni | $3.85M | 0.0% | New | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 114.55K | -2.7% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 110.89K | -44.7% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 92.94K | +15.6% | $1.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Creative Planning | 91.40K | +5.3% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Hrt Financial Lp | 60.10K | Yeni | $1.23M | 0.0% | New | 1 | SEC ↗ |
| 42 | Mariner, LLC | 46.53K | +3.7% | $950,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 46.53K | +3.7% | $950,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Fifth Third Bancorp | 41.04K | +1733.1% | $838,219 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Brown Advisory Inc | 41.01K | +11.9% | $837,608 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Franklin Resources Inc | 37.96K | 0.0% | $775,278 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 25.27K | -7.6% | $516,005 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cibc World Market Inc. | 14.50K | 0.0% | $296,090 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Cerity Partners LLC | 11.47K | 0.0% | $234,354 | 0.0% | Held | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 7.63K | +96.7% | $155,900 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Us Bancorp \De\ | 6.33K | +91.9% | $129,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 6.33K | +91.9% | $129,216 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.26K | +9.7% | $46,209 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.97K | Yeni | $40,274 | 0.0% | New | 1 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 1.49K | 0.0% | $30,405 | 0.0% | Held | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 1.46K | -79.6% | $29,673 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Citadel Advisors | $3.85M | 0.0% |
| Hrt Financial Lp | $1.23M | 0.0% |
| Bank Of Montreal /Can/ | $40,274 | 0.0% |
Çıkıldı
| Susquehanna International… | $3.75M | idi 0.0% |
| Jane Street Group, Llc | $1.03M | idi 0.0% |
| Goldman Sachs Group | $250,166 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 383 sahipler, 128.60M hisseler, $2.58B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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