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Get Institutions for : 
Invesco Bulletshares 2025 Corporate Bond ETF (BSCP)  
$20.42 0.00 (0.02%) as of 4:30 Fri 5/24


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 307 - 2024-03-31 8,809,586 $179,980,000 5,232,911
   BANK OF AMERICA CORP /DE/ 769 - 2024-03-31 6,588,702 $134,607,000 1,540,044
   MORGAN STANLEY 1070 - 2024-03-31 5,813,127 $118,762,000 260,660
   WELLS FARGO & CO/MN 478 - 2024-03-31 4,882,632 $99,752,000 261,291
   Motley Fool Wealth Management LLC 7 - 2024-03-31 2,532,455 $51,738,000 104,667
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 331 - 2024-03-31 1,762,377 $36,005,000 66,374
   SNS Financial Group LLC 9 - 2024-03-31 1,543,560 $31,535,000 60,889
   COMMONWEALTH EQUITY SERVICES LLC. 365 - 2024-03-31 1,508,565 $30,820,000 187,140
   Asset Dedication LLC 8 - 2024-03-31 1,477,479 $30,157,000 160,323
   INVESCO LTD 1240 - 2024-03-31 1,472,279 $30,079,000 143,194
   ROYAL BANK OF CANADA 961 - 2024-03-31 1,409,871 $28,803,000 234,841
   EASTERN BANK 27 - 2024-03-31 1,390,684 $28,412,000 127,937
   RAYMOND JAMES & ASSOCIATES 654 - 2024-03-31 1,295,728 $26,472,000 67,286
   STIFEL FINANCIAL CORP 466 - 2024-03-31 1,226,706 $25,062,000 45,501
   Campbell Wealth Management 12 - 2024-03-31 1,112,021 $22,719,000 130,062
   Nelson Van Denburg & Campbell Wealth Management Gr 19 - 2024-03-31 1,096,410 $22,400,000 137,455
   RENAISSANCE TECHNOLOGIES LLC 581 - 2024-03-31 1,092,300 $22,316,000 714,042
   DAVIS R M INC 69 - 2024-03-31 1,069,728 $21,855,000 88,929
   Ironwood Wealth Management LLC. 6 - 2024-03-31 985,737 $20,139,000 26,126
   JANNEY MONTGOMERY SCOTT LLC 334 - 2024-03-31 953,027 $19,470,000 52,693
   TLWM 8 - 2024-03-31 946,003 $19,327,000 86,895
   Aptus Capital Advisors LLC 50 - 2024-03-31 936,647 $19,136,000 124,928
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 306 - 2024-03-31 928,097 $18,961,000 94,421
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 266 - 2024-03-31 922,636 $18,849,000 365,740
   TruWealth Advisors LLC 25 - 2024-03-31 877,078 $17,919,000 83,057
   Advisor Group Holdings Inc. 448 - 2024-03-31 871,513 $17,807,000 162,879
   KICKSTAND VENTURES LLC. 3 - 2024-03-31 863,147 $17,634,000 257,841
   Anchor Investment Management LLC 6 - 2024-03-31 855,990 $17,488,000 68,506
   KIRR MARBACH & CO LLC /IN/ 9 - 2024-03-31 810,497 $16,558,000 2,634
   STEPHENS INC /AR/ 108 - 2024-03-31 718,867 $14,686,000 50,369
   Steward Partners Investment Advisory LLC 137 - 2024-03-31 689,435 $14,085,000 6,677
   BB&T CORP 516 - 2024-03-31 681,382 $13,921,000 29,322
   MARINER WEALTH ADVISORS, LLC 417 - 2024-03-31 672,712 $13,744,000 60,906
   LEGACY PRIVATE TRUST CO. 25 - 2024-03-31 629,103 $12,853,000 25,426
   MML INVESTORS SERVICES LLC 346 - 2024-03-31 622,977 $12,727,000 123,901
   CAPTRUST FINANCIAL ADVISORS 311 - 2024-03-31 586,128 $11,975,000 73,046
   Hudson Capital Management LLC 5 - 2024-03-31 585,375 $11,959,000 34,376
   Cornerstone Wealth Management LLC 19 - 2024-03-31 532,860 $10,886,000 10,863
   SHUFRO ROSE & CO LLC 32 - 2024-03-31 514,328 $10,508,000 18,154
   COLONY GROUP, LLC 211 - 2024-03-31 504,656 $10,310,000 23,338
   HIGHTOWER ADVISORS, LLC 681 - 2024-03-31 504,645 $10,293,000 1,527
   BCS Wealth Management 3 - 2024-03-31 480,653 $9,820,000 21,854
   ENVESTNET ASSET MANAGEMENT INC 1537 - 2024-03-31 477,176 $9,749,000 121,034
   COOKSON PEIRCE & CO INC 51 - 2024-03-31 461,440 $9,427,000 39,332
   Red Spruce Capital LLC 3 - 2024-03-31 455,523 $9,306,000 61,715
   Private Advisor Group LLC 283 - 2024-03-31 454,373 $9,283,000 18,653
   Kestra Advisory Services LLC 333 - 2024-03-31 439,266 $8,974,000 21,361
   Union Bankshares Corp 31 - 2024-03-31 411,512 $8,407,000 65,423
   VAUGHAN DAVID INVESTMENTS INC/IL 92 - 2024-03-31 381,234 $7,789,000 30,163
   REBALANCE LLC 19 - 2024-03-31 378,717 $7,737,000 104,722
   Integrated Wealth Concepts LLC 198 - 2024-03-31 374,004 $7,641,000 209,475
   Heartwood Wealth Advisors LLC 27 - 2024-03-31 368,881 $7,536,000 26,595
   Atria Wealth Solutions Inc. 254 - 2024-03-31 353,765 $7,227,000 57,383
   Equitable Holdings Inc. 196 - 2024-03-31 326,380 $6,668,000 33,044
   Goepper Burkhardt LLC 10 - 2024-03-31 322,550 $6,599,000 43,262
   TCG Advisory Services LLC 69 - 2024-03-31 322,755 $6,594,000 27,031
   ATRIA INVESTMENTS LLC 237 - 2023-12-31 318,287 $6,511,000 223,375
   TRUENORTH, INC. 9 - 2024-03-31 317,465 $6,486,000 15,471
   HENGEHOLD CAPITAL MANAGEMENT LLC 30 - 2024-03-31 317,345 $6,483,000 39,114
   FCA CORP /TX 4 - 2024-03-31 315,451 $6,445,000 13,701
   Marietta Wealth Management LLC 43 - 2024-03-31 283,283 $5,787,000 25,671
   Straight Path Wealth Management 7 - 2024-03-31 279,381 $5,708,000 15,695
   Solitude Financial Services 11 - 2024-03-31 277,489 $5,669,000 97,125
   WEALTHSOURCE PARTNERS LLC 46 - 2023-12-31 271,180 $5,547,000 103,224
   CWM LLC 403 - 2024-03-31 267,460 $5,464,000 6,237
   WEBSTER BANK 44 - 2024-03-31 258,012 $5,271,000 47,285
   Sigma Planning Corp 119 - 2024-03-31 248,290 $5,073,000 152,803
   H D Vest Advisory Services 306 - 2024-03-31 243,324 $4,971,000 25,564
   Goss Wealth Management LLC 392 - 2024-03-31 238,522 $4,873,000 11,639
   MORTON COMMUNITY BANK 13 - 2024-03-31 232,311 $4,746,000 20,835
   EXCHANGE CAPITAL MANAGEMENT INC 43 - 2024-03-31 217,163 $4,437,000 7,299
   BEACON FINANCIAL GROUP 54 - 2024-03-31 215,043 $4,393,000 27,019
   COLTON GROOME FINANCIAL ADVISORS LLC 14 - 2024-03-31 189,722 $3,876,000 18,301
   MONTAG A & ASSOCIATES INC 119 - 2024-03-31 183,973 $3,759,000 24,346
   TPG Financial Advisors LLC 17 - 2023-12-31 183,535 $3,752,000 1,137
   MERCER GLOBAL ADVISORS INC /ADV 549 - 2024-03-31 180,169 $3,681,000 180,169
   St. Louis Financial Planners Asset Management LLC 6 - 2024-03-31 176,353 $3,603,000 10,455
   Souders Financial Advisors 51 - 2024-03-31 174,144 $3,558,000 6,897
   Krilogy Financial LLC 79 - 2024-03-31 169,526 $3,463,000 7,151
   Berger Financial Group Inc 88 - 2024-03-31 168,189 $3,436,000 7,912
   Addison Advisors LLC 19 - 2024-03-31 163,067 $3,331,000 11,170
   Gladstone Institutional Advisory LLC 154 - 2024-03-31 157,693 $3,222,000 11,255
   S.E.E.D. Planning Group LLC 28 - 2024-03-31 155,347 $3,174,000 174
   CITADEL ADVISORS LLC 2036 - 2024-03-31 152,879 $3,123,000 22,525
   FINANCIAL NETWORK 815 - 2024-03-31 151,616 $3,098,000 15,273
   New Potomac Partneres LLC 27 - 2024-03-31 140,710 $2,875,000 8,740
   COLONIAL ASSET MANAGEMENT, INC. 80 - 2024-03-31 135,454 $2,767,000 6,872
   Blue Barn Wealth LLC 15 - 2024-03-31 134,995 $2,758,000 14,030
   Laurel Wealth Advisors LLC 58 - 2024-03-31 130,738 $2,671,000 1,140
   EMPIRICAL FINANCIAL SERVICES, LLC 154 - 2024-03-31 123,754 $2,528,000 948
   Kohmann Bosshard Financial Services LLC 43 - 2024-03-31 123,072 $2,514,000 4,892
   AlphaStar Capital Management LLC 59 - 2024-03-31 115,688 $2,364,000 10,719
   Geneos Wealth Management Inc. 222 - 2024-03-31 115,623 $2,362,000 27,381
   LEAVELL T & ASSOCIATES INC 153 - 2024-03-31 114,863 $2,347,000 4,600
   PRIVATE CLIENT SERVICES LLC 17 - 2024-03-31 114,260 $2,334,000 38,381
   Paradiem LLC 73 - 2024-03-31 111,347 $2,275,000 962
   AA Financial Advisors LLC 32 - 2024-03-31 111,178 $2,271,000 12,759
   BLUE CREEK INVESTMENT PARTNERS LLC 74 - 2024-03-31 110,816 $2,264,000 12,413
   Redwood Financial Network Corp 8 - 2024-03-31 109,928 $2,246,000 2,513
   G2 CAPITAL MANAGEMENT LLC / OH 18 - 2024-03-31 108,057 $2,208,000 1,012
  100 Records found
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