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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Lido Advisors LLC 4 - 2024-03-31 25,059,804 $507,633,000 23,096,170
   MORGAN STANLEY 978 - 2024-03-31 7,197,804 $138,270,000 685,115
   WELLS FARGO & CO/MN 425 - 2024-03-31 5,987,054 $115,011,000 364,063
   BANK OF AMERICA CORP /DE/ 950 - 2024-03-31 4,790,707 $92,029,000 841,343
   LPL FINANCIAL CORP 364 - 2024-03-31 4,485,520 $86,167,000 1,326,464
   UBS Group AG 612 - 2024-03-31 3,598,960 $69,136,000 724,565
   AMERIPRISE FINANCIAL INC 781 - 2024-03-31 2,735,193 $52,482,000 221,140
   Aptus Capital Advisors LLC 16 - 2024-03-31 2,673,192 $51,352,000 340,773
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 256 - 2024-03-31 2,575,748 $49,480,000 140,932
   HILLSTRUST 5 - 2024-03-31 2,266,352 $43,537,000 439,447
   Fusion Family Wealth LLC 12 - 2024-03-31 1,694,077 $32,543,000 32,923
   McMahon Financial Advisors LLC 2 - 2024-03-31 1,652,561 $31,746,000 52,745
   INVESCO LTD 1233 - 2024-03-31 1,576,447 $30,284,000 154,119
   EASTERN BANK 23 - 2024-03-31 1,573,138 $30,220,000 123,345
   Motley Fool Wealth Management LLC 17 - 2024-03-31 1,529,709 $29,386,000 58,702
   Asset Dedication LLC 10 - 2024-03-31 1,367,472 $26,223,000 255,236
   SNS Financial Group LLC 12 - 2024-03-31 1,361,276 $26,150,000 1,239,129
   TLWM 5 - 2024-03-31 1,340,974 $25,760,000 94,344
   COMMONWEALTH EQUITY SERVICES LLC. 421 - 2024-03-31 1,300,075 $24,974,000 423,406
   RAYMOND JAMES & ASSOCIATES 710 - 2024-03-31 1,200,795 $23,067,000 100,367
   ROYAL BANK OF CANADA 1064 - 2024-03-31 1,193,270 $22,921,000 103,509
   STIFEL FINANCIAL CORP 507 - 2024-03-31 1,167,432 $22,426,000 122,621
   DAVIS R M INC 73 - 2024-03-31 973,859 $18,708,000 131,265
   Engrave Wealth Partners LLC 6 - 2023-12-31 926,002 $17,872,000 11,015
   Advisor Group Holdings Inc. 468 - 2024-03-31 881,446 $16,933,000 134,308
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 1 - 2024-03-31 867,321 $16,661,000 61,790
   Anchor Investment Management LLC 7 - 2024-03-31 814,645 $15,649,000 110,019
   KIRR MARBACH & CO LLC /IN/ 11 - 2024-03-31 797,442 $15,319,000 16,568
   JANNEY MONTGOMERY SCOTT LLC 426 - 2024-03-31 731,009 $14,043,000 34,477
   InterOcean Capital Group LLC 68 - 2024-03-31 714,608 $13,728,000 24,293
   MML INVESTORS SERVICES LLC 324 - 2024-03-31 705,722 $13,557,000 180,027
   LEGACY PRIVATE TRUST CO. 26 - 2024-03-31 639,497 $12,285,000 6,523
   Steward Partners Investment Advisory LLC 166 - 2024-03-31 635,912 $12,216,000 11,843
   MARINER WEALTH ADVISORS, LLC 462 - 2024-03-31 615,908 $11,832,000 21,695
   CAPTRUST FINANCIAL ADVISORS 315 - 2024-03-31 610,266 $11,723,000 73,455
   Red Spruce Capital LLC 1 - 2024-03-31 598,494 $11,497,000 215,516
   COLONY GROUP, LLC 204 - 2024-03-31 578,163 $11,107,000 42,465
   ENVESTNET ASSET MANAGEMENT INC 1467 - 2024-03-31 569,109 $10,933,000 181,887
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 431 - 2024-03-31 561,805 $10,792,000 111,742
   COOKSON PEIRCE & CO INC 50 - 2024-03-31 490,867 $9,430,000 41,119
   Equitable Holdings Inc. 166 - 2024-03-31 446,852 $8,584,000 35,911
   BCS Wealth Management 5 - 2024-03-31 437,272 $8,400,000 27,421
   Union Bankshares Corp 32 - 2024-03-31 437,082 $8,396,000 71,514
   Cornerstone Wealth Management LLC 30 - 2024-03-31 434,834 $8,353,000 28,833
   REBALANCE LLC 21 - 2024-03-31 375,555 $7,214,000 123,320
   TRUENORTH, INC. 6 - 2024-03-31 370,840 $7,124,000 16,959
   GREEN SQUARE CAPITAL MANAGEMENT LLC 9 - 2024-03-31 353,309 $6,787,000 73,815
   VAUGHAN DAVID INVESTMENTS INC/IL 94 - 2024-03-31 349,870 $6,721,000 35,474
   Sound Stewardship LLC 8 - 2024-03-31 345,785 $6,643,000 14,094
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 117 - 2024-03-31 337,839 $6,490,000 7,523
   TCG Advisory Services LLC 73 - 2024-03-31 328,001 $6,301,000 28,145
   Goepper Burkhardt LLC 11 - 2024-03-31 327,575 $6,285,000 37,575
   HENGEHOLD CAPITAL MANAGEMENT LLC 33 - 2024-03-31 310,752 $5,970,000 30,272
   FCA CORP /TX 5 - 2024-03-31 308,728 $5,931,000 14,296
   Marietta Wealth Management LLC 42 - 2024-03-31 301,603 $5,794,000 28,891
   Straight Path Wealth Management 8 - 2024-03-31 295,232 $5,671,000 23,147
   Atria Wealth Solutions Inc. 306 - 2024-03-31 289,946 $5,570,000 104,070
   HIGHTOWER ADVISORS, LLC 917 - 2024-03-31 281,793 $5,406,000 27,942
   We Are One Seven LLC 87 - 2024-03-31 272,864 $5,242,000 45,092
   Legacy CG LLC 25 - 2024-03-31 264,046 $5,072,000 11,313
   Goss Wealth Management LLC 397 - 2024-03-31 251,627 $4,834,000 11,317
   CITADEL ADVISORS LLC 1719 - 2024-03-31 248,341 $4,771,000 70,370
   OLD SECOND NATIONAL BANK OF AURORA 24 - 2024-03-31 246,966 $4,744,000 5,812
   Integrated Wealth Concepts LLC 277 - 2024-03-31 239,187 $4,595,000 102,426
   Lokken Investment Group LLC 13 - 2024-03-31 227,054 $4,362,000 12,272
   MORTON COMMUNITY BANK 18 - 2024-03-31 226,576 $4,353,000 25,270
   H D Vest Advisory Services 348 - 2024-03-31 218,846 $4,204,000 24,603
   Carmel Capital Partners LLC 10 - 2024-03-31 196,642 $3,777,000 30,803
   PRIVATE CLIENT SERVICES LLC 11 - 2024-03-31 174,380 $3,350,000 62,097
   PROVISE MANAGEMENT GROUP LLC 89 - 2024-03-31 173,701 $3,337,000 3,840
   Sigma Planning Corp 205 - 2024-03-31 165,934 $3,188,000 98,811
   New Potomac Partneres LLC 24 - 2024-03-31 162,229 $3,116,000 19,745
   S.E.E.D. Planning Group LLC 29 - 2024-03-31 161,475 $3,102,000 453
   Kestra Advisory Services LLC 697 - 2024-03-31 159,879 $3,071,000 31,672
   SFE INVESTMENT COUNSEL 51 - 2024-03-31 159,660 $3,067,000 2,881
   Addison Advisors LLC 22 - 2024-03-31 159,459 $3,063,000 17,955
   WEALTHSOURCE PARTNERS LLC 83 - 2023-12-31 157,936 $3,048,000 27,920
   EXCHANGE CAPITAL MANAGEMENT INC 67 - 2024-03-31 154,772 $2,973,000 11,286
   BEACON FINANCIAL GROUP 81 - 2024-03-31 150,879 $2,898,000 35,869
   RENAISSANCE TECHNOLOGIES LLC 1794 - 2024-03-31 148,982 $2,862,000 16,082
   Berger Financial Group Inc 98 - 2024-03-31 146,492 $2,814,000 9,197
   COLONIAL ASSET MANAGEMENT, INC. 79 - 2024-03-31 145,903 $2,803,000 13,122
   NOVARE CAPITAL MANAGEMENT LLC 79 - 2024-03-31 137,635 $2,644,000 3,069
   Laurel Wealth Advisors LLC 59 - 2024-03-31 134,883 $2,591,000 1,737
   AlphaStar Capital Management LLC 53 - 2024-03-31 134,664 $2,587,000 11,874
   EMPIRICAL FINANCIAL SERVICES, LLC 153 - 2024-03-31 131,703 $2,530,000 59
   LEAVELL T & ASSOCIATES INC 157 - 2024-03-31 118,610 $2,278,000 9,207
   Hennion & Walsh Asset Management Inc. 230 - 2024-03-31 117,886 $2,265,000 9,348
   Secure Asset Management LLC 37 - 2024-03-31 114,104 $2,192,000 3,042
   Solitude Financial Services 15 - 2024-03-31 112,495 $2,161,000 78,064
   ATRIA INVESTMENTS LLC 578 - 2023-12-31 109,349 $2,110,000 4,381
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 781 - 2024-03-31 108,018 $2,075,000 51,417
   Colonial Trust Co / SC 67 - 2024-03-31 103,335 $1,985,000 13,241
   Geneos Wealth Management Inc. 256 - 2024-03-31 103,153 $1,982,000 26,773
   Blue Barn Wealth LLC 27 - 2024-03-31 102,351 $1,966,000 8,421
   MONECO Advisors LLC 91 - 2024-03-31 101,143 $1,943,000 43,355
   Gladstone Institutional Advisory LLC 214 - 2024-03-31 95,667 $1,838,000 1,392
   River Street Advisors LLC 23 - 2024-03-31 92,744 $1,782,000 7,347
   ASPEN INVESTMENT MANAGEMENT INC 30 - 2024-03-31 91,920 $1,766,000 1,375
   G2 CAPITAL MANAGEMENT LLC / OH 19 - 2024-03-31 91,794 $1,763,000 846
  100 Records found
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