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Invesco BulletShares 2028 Corporate Bond ETF · Financial Services · Asset Management - Bonds
39Takip edilen yatırımcılar
-1Δ sahipler
63.16MTutulan hisseler
$1.29BRaporlanan değer
+4Yeni pozisyonlar
−5Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.5% ·
pay akışı +3.4% ·
net yeni pozisyonlar -2.6%
— formül
Yoğunlaşmış birikim — daha az hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 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 · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 9.46M | +4.1% | $192.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 9.46M | +4.1% | $192.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.46M | +4.1% | $192.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 8.07M | +5.4% | $164.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 7.71M | -2.1% | $157.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 7.71M | -2.1% | $157.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 6.64M | +6.9% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 6.64M | +6.9% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 6.64M | +6.9% | $135.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 4.71M | -2.1% | $95.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 4.71M | -2.1% | $95.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 4.71M | -2.1% | $95.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 4.67M | +4.6% | $95.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 4.67M | +4.6% | $95.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Lido Advisors, LLC | 4.56M | -7.3% | $92.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 16 | Lido Advisors, LLC | 4.56M | -7.3% | $92.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 3.83M | +8.4% | $77.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 2.28M | +7.9% | $46.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.28M | +7.9% | $46.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.28M | +7.9% | $46.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 1.42M | +26.2% | $28.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 1.30M | +9.7% | $26.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.22M | +1.6% | $24.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.22M | +1.6% | $24.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.22M | +1.6% | $24.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 1.15M | +28.9% | $23.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 1.14M | +0.9% | $23.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Captrust Financial Advisors | 926.46K | +29.5% | $18.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 903.58K | +5.8% | $18.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 903.58K | +5.8% | $18.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 773.48K | +30.4% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 773.48K | +30.4% | $15.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 688.31K | +52.4% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 611.50K | -4.1% | $12.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 249.93K | +9.5% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Jane Street Group, Llc | 132.92K | Yeni | $2.71M | 0.0% | New | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 117.02K | +2.2% | $2.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 104.98K | -5.3% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 97.94K | +5.4% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 75.64K | Yeni | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 41 | Creative Planning | 67.94K | -25.7% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mariner, LLC | 43.58K | -6.3% | $887,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 43.58K | -6.3% | $887,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 42.21K | +2.9% | $859,641 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Brown Advisory Inc | 41.01K | 0.0% | $835,230 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Franklin Resources Inc | 38.46K | +1.3% | $783,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Franklin Resources Inc | 38.46K | +1.3% | $783,259 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 25.83K | +2.2% | $525,976 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 21.42K | +1371.3% | $436,366 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 21.42K | +1371.3% | $436,366 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Cibc World Market Inc. | 14.50K | 0.0% | $295,293 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 7.59K | -0.6% | $154,532 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | Us Bancorp \De\ | 6.33K | 0.0% | $128,850 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Us Bancorp \De\ | 6.33K | 0.0% | $128,850 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 3.68K | +62.8% | $75,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Assetmark, Inc | 2.14K | Yeni | $43,642 | 0.0% | New | 1 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 501 | -66.3% | $10,212 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Citigroup Inc | 3 | Yeni | $61 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Jane Street Group, Llc | $2.71M | 0.0% |
| Goldman Sachs Group | $1.54M | 0.0% |
| Assetmark, Inc | $43,642 | 0.0% |
| Citigroup Inc | $61 | 0.0% |
Çıkıldı
| Focus Partners Wealth | $9.65M | idi 0.0% |
| Citadel Advisors | $3.85M | idi 0.0% |
| Hrt Financial Lp | $1.23M | idi 0.0% |
| Cerity Partners LLC | $234,354 | idi 0.0% |
| Bank Of Montreal /Can/ | $40,274 | 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: Q2 2026 ·
Metodoloji ·
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