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Get Institutions for : 
Invesco Bulletshares 2024 High Yld Corp Bd ETF (BSJO)  
$22.73 0.02 (0.09%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    4
Total shares held : 
23,528,145  
% of shares held : 
26.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  28  
Amount of shares held : 
3,491,563  
% of shares held change : 
  3.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.46  
Last Quarter's Ending Price : 
$22.72  
Last Quarter's Average Price
$22.55  
Change from last quarter's     
avg. price to the last closing  : 
0.18 (0.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 1,555,742
 6.61%
 
Increased Positions :
74
 3,118,050
 13.25%
 
Unchanged Positions :
25
 513,357
 2.18%
 
Decreased Positions :
42
-790,153
-3.36%
 
Closed Positions :
15
-392,076
-1.67%
 
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
   Cetera Investment Advisers 423 *New 2024-03-31 791,772 $17,997,000 791,772
   Verity Asset Management Inc. 5 *New 2023-12-31 173,794 $3,948,000 173,794
   WealthBridge Capital Management LLC 97 *New 2024-03-31 21,818 $496,000 21,818
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1675 *New 2024-03-31 18,700 $425,000 18,700
   American Planning Services Inc. 36 *New 2024-03-31 13,639 $310,000 13,639
   Arete Wealth Advisors LLC 357 *New 2024-03-31 11,544 $262,000 11,544
   Tennessee Valley Asset Management Partners 121 *New 2024-03-31 9,880 $225,000 9,880
   OLD MISSION CAPITAL LLC 765 *New 2024-03-31 9,810 $223,000 9,810
   CBIZ Investment Advisory Services LLC 89 *New 2024-03-31 2,741 $62,000 2,741
   HORIZON FINANCIAL SERVICES LLC 84 *New 2024-03-31 2,308 $52,000 2,308
   FMR LLC 4874 *New 2024-03-31 1 $0 1

  11 Records found
  1    
  Page 1 of 1
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