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Get Institutions for : 
Invesco Bulletshares 2025 Corporate Bond ETF (BSCP)  
$20.42 0.02 (0.07%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 331    7
Total shares held : 
 134,820,506  
% of shares held : 
 42.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 17,679,057  
% of shares held change : 
   5.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.09  
Last Quarter's Ending Price : 
 $20.46  
Last Quarter's Average Price : 
 $20.24  
Change from last quarter's     
avg. price to the last closing  : 
0.18 (0.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 1,606,711
 1.19%
 
Increased Positions :
149
 21,202,432
 15.73%
 
Unchanged Positions :
48
 1,756,748
 1.3%
 
Decreased Positions :
104
-4,680,101
-3.47%
 
Closed Positions :
23
-449,985
-0.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lloyd Advisory Services LLC. 84 *New 2024-03-31 26,424 $968,000 26,424
   Sequoia Financial Advisors LLC 485 *New 2024-03-31 46,740 $955,000 46,740
   Phoenix Holdings Ltd. 236 *New 2024-03-31 38,789 $792,000 38,789
   Vermillion & White Wealth Management Group LLC 31 *New 2024-03-31 35,961 $735,000 35,961
   HB Wealth Management LLC 422 *New 2024-03-31 32,278 $659,000 32,278
   Arete Wealth Advisors LLC 292 *New 2024-03-31 23,989 $490,000 23,989
   CRA Financial Services LLC 130 *New 2024-03-31 22,710 $464,000 22,710
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 369 *New 2024-03-31 20,153 $412,000 20,153
   CONTINUUM WEALTH ADVISORS LLC 32 *New 2023-12-31 18,355 $375,000 18,355
   WARREN AVERETT ASSET MANAGEMENT, LLC 533 *New 2024-03-31 17,306 $354,000 17,306
   MOTCO 183 *New 2024-03-31 17,205 $351,000 17,205
   HILLSTRUST 208 *New 2024-03-31 15,652 $320,000 15,652
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 47 *New 2022-12-31 15,708 $316,000 15,708
   Foundations Investment Advisors LLC 590 *New 2024-03-31 13,894 $284,000 13,894
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 908 *New 2024-03-31 13,224 $270,000 13,224
   Berkshire Money Management Inc. 73 *New 2024-03-31 12,403 $253,000 12,403
   Change Path LLC 776 *New 2024-03-31 12,191 $249,000 12,191
   GeoWealth Management LLC 625 *New 2024-03-31 11,491 $235,000 11,491
   SigFig Wealth Management LLC 124 *New 2024-03-31 11,284 $231,000 11,284
   PARK AVENUE SECURITIES LLC 1292 *New 2024-03-31 10,779 $220,000 10,779
   Strategic Financial Group LLC *New 2023-12-31 10,740 $220,000 10,740
   Lantz Financial LLC 199 *New 2024-03-31 10,084 $206,000 10,084
   PAX Financial Group LLC 214 *New 2024-03-31 10,046 $205,000 10,046
   PALISADE ASSET MANAGEMENT, LLC 210 *New 2024-03-31 7,445 $152,000 7,445
   POM Investment Strategies LLC 39 *New 2024-03-31 7,234 $148,000 7,234
   Westside Investment Management Inc. 278 *New 2024-03-31 4,875 $100,000 4,875
   SIGNATUREFD, LLC 1295 *New 2024-03-31 4,000 $82,000 4,000
   Financial Gravity Wealth Inc. 203 *New 2024-03-31 3,015 $62,000 3,015
   TD Waterhouse Canada Inc. 1091 *New 2024-03-31 2,000 $41,000 2,000
   First PREMIER Bank 304 *New 2024-03-31 700 $14,000 700
   Frazier Financial Advisors LLC 509 *New 2024-03-31 350 $7,000 350
  31 Records found
  1    
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