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icono de BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 2.7 M -USD 231 k -10,953 -8%
Morgan Stanley
2
Morgan Stanley
New York
USD 2.06 M -USD 204 k -9,672 -9%
SFE Investment Counsel
3
SFE Investment Counsel
California
USD 1.83 M +USD 864 k +41,050 +89%
Raymond James Financial Services Advisors
4
Raymond James Financial Services Advisors
Florida
USD 1.83 M +USD 1.82 M +86,600 Nuevas
Denver Wealth Management
5
Denver Wealth Management
Colorado
USD 1.33 M +USD 1.32 M +62,907 Nuevas
Ironwood Financial
6
Ironwood Financial
Arizona
USD 911 k +USD 164 k +7,803 +22%
Carmel Capital Partners
7
Carmel Capital Partners
California
USD 909 k +USD 278 k +13,215 +44%
LPL Financial
8
LPL Financial
California
USD 800 k -USD 239 k -11,330 -23%
Empirical Wealth Management
9
Empirical Wealth Management
Washington
USD 593 k +USD 160 k +7,618 +37%
Virtue Capital Management
10
Virtue Capital Management
Tennessee
USD 470 k +USD 473 k +22,452 Nuevas
HUB Investment Partners
11
HUB Investment Partners
Texas
USD 453 k +USD 452 k +21,470 Nuevas
Zacks Investment Management
12
Zacks Investment Management
Illinois
USD 450 k +USD 449 k +21,332 Nuevas
Banta Asset Management
13
Banta Asset Management
California
USD 435 k – – –
MONECO Advisors
14
MONECO Advisors
Connecticut
USD 429 k +USD 50 k +2,377 +13%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 389 k +USD 19.6 k +931 +5%
Carnegie Investment Counsel
16
Carnegie Investment Counsel
Ohio
USD 368 k +USD 8.84 k +420 +2%
4Thought Financial Group
17
4Thought Financial Group
New York
USD 308 k -USD 1.52 k -72 -0.5%
Bank of America
18
Bank of America
North Carolina
USD 221 k +USD 185 k +8,774 +513%
UBS Group
19
UBS Group
Switzerland
USD 128 k +USD 45.7 k +2,173 +56%
Capital Analysts LLC
20
Capital Analysts LLC
Pennsylvania
USD 50 k +USD 50.1 k +2,379 Nuevas
Global Retirement Partners
21
Global Retirement Partners
California
USD 46.3 k +USD 46.3 k +2,200 Nuevas
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
USD 42 k +USD 5.33 k +253 +14%
NewEdge Advisors
23
NewEdge Advisors
Louisiana
USD 36.4 k -USD 8.25 k -392 -19%
SJS Investment Consulting
24
SJS Investment Consulting
Ohio
USD 28.8 k – – –
Belpointe Asset Management
25
Belpointe Asset Management
Nevada
USD 3.14 k – – –
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