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Get Institutions for : 
Invesco Bulletshares 2026 Corporate Bond ETF (BSCQ)  
$19.14 0.02 (0.08%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 285    10
Total shares held : 
90,037,035  
% of shares held : 
31.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  84  
Amount of shares held : 
8,762,830  
% of shares held change : 
  3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$18.75  
Last Quarter's Ending Price : 
$19.30  
Last Quarter's Average Price
$18.96  
Change from last quarter's     
avg. price to the last closing  : 
0.18 (0.95%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 1,430,044
 1.59%
 
Increased Positions :
149
 11,204,727
 12.44%
 
Unchanged Positions :
34
 1,513,239
 1.68%
 
Decreased Positions :
75
-3,135,423
-3.48%
 
Closed Positions :
17
-736,518
-0.82%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Lantz Financial LLC 12 *New 2024-03-31 209,761 $4,030,000 209,761
   Paradiem LLC 63 *New 2024-03-31 129,155 $2,481,000 129,155
   Gryphon Financial Partners LLC 45 *New 2024-03-31 104,370 $2,005,000 104,370
   Vermillion & White Wealth Management Group LLC 32 *New 2024-03-31 35,592 $684,000 35,592
   Proficio Capital Partners LLC 153 *New 2024-03-31 30,129 $579,000 30,129
   Arete Wealth Advisors LLC 291 *New 2024-03-31 25,510 $490,000 25,510
   Sculati Wealth Management LLC 79 *New 2024-03-31 20,999 $403,000 20,999
   CRA Financial Services LLC 152 *New 2024-03-31 18,758 $360,000 18,758
   MOTCO 184 *New 2024-03-31 18,020 $346,000 18,020
   DOVER ADVISORS LLC 92 *New 2024-03-31 17,238 $331,000 17,238
   Revisor Wealth Management LLC 150 *New 2024-03-31 17,100 $329,000 17,100
   WILEY BROS.-AINTREE CAPITAL LLC 350 *New 2024-03-31 16,652 $320,000 16,652
   WARREN AVERETT ASSET MANAGEMENT, LLC 552 *New 2024-03-31 16,611 $319,000 16,611
   Kades & Cheifetz LLC 72 *New 2024-03-31 15,717 $302,000 15,717
   THRIVENT FINANCIAL FOR LUTHERANS 2305 *New 2024-03-31 15,382 $295,000 15,382
   Foundations Investment Advisors LLC 586 *New 2024-03-31 14,981 $288,000 14,981
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 939 *New 2024-03-31 12,649 $243,000 12,649
   SMI Advisory Services LLC 51 *New 2024-03-31 12,121 $233,000 12,121
   Atomi Financial Group Inc. 627 *New 2024-03-31 11,726 $225,000 11,726
   SigFig Wealth Management LLC 126 *New 2024-03-31 11,554 $222,000 11,554
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 473 *New 2024-03-31 11,447 $220,000 11,447
   S.C. Financial Services Inc. 107 *New 2022-12-31 11,442 $217,000 11,442
   Strategic Financial Group LLC *New 2023-12-31 10,811 $209,000 10,811
   PAX Financial Group LLC 213 *New 2024-03-31 10,724 $206,000 10,724
   OPTIMUM INVESTMENT ADVISORS 254 *New 2024-03-31 6,000 $115,000 6,000
   First Capital Advisors Group LLC. 230 *New 2023-06-30 4,579 $87,000 4,579
   CBIZ Investment Advisory Services LLC 81 *New 2024-03-31 3,925 $75,000 3,925
   Financial Gravity Wealth Inc. 308 *New 2024-03-31 1,230 $24,000 1,230
   MATHER GROUP, INC. 1222 *New 2024-03-31 465 $9,000 465
   First PREMIER Bank 333 *New 2024-03-31 423 $8,000 423
   Beaird Harris Wealth Management LLC 470 *New 2024-03-31 82 $2,000 82

  31 Records found
  1    
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