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Get Institutions for : 
Invesco BulletShares 2024 Corp Bd ETF (BSCO)  
$21.02 0.01 (0.05%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 348    22
Total shares held : 
 150,198,661  
% of shares held : 
 28.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -3,922,952  
% of shares held change : 
   -0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.68  
Last Quarter's Ending Price : 
 $20.89  
Last Quarter's Average Price : 
 $20.78  
Change from last quarter's     
avg. price to the last closing  : 
0.24 (1.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 782,511
 0.52%
 
Increased Positions :
136
 13,696,668
 9.12%
 
Unchanged Positions :
61
 2,242,680
 1.49%
 
Decreased Positions :
136
-14,031,887
-9.34%
 
Closed Positions :
37
-4,370,244
-2.91%
 
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 3 - 2024-03-31 35,520,125 $750,778,000 -14,213,685
   WELLS FARGO & CO/MN 417 - 2024-03-31 5,601,612 $117,466,000 -748,731
   MORGAN STANLEY 1267 - 2024-03-31 4,322,829 $90,650,000 -854,410
   UBS Group AG 811 - 2024-03-31 2,067,510 $43,356,000 -4,434,790
   Asset Dedication LLC 6 - 2024-03-31 1,782,165 $37,358,000 -205,252
   AMERIPRISE FINANCIAL INC 1011 - 2024-03-31 1,526,236 $32,010,000 -534,154
   RAYMOND JAMES & ASSOCIATES 615 - 2024-03-31 1,356,346 $28,443,000 -290,016
   STIFEL FINANCIAL CORP 431 - 2024-03-31 1,341,874 $28,139,000 -117,295
   COMMONWEALTH EQUITY SERVICES LLC. 394 - 2024-03-31 1,299,892 $27,259,000 -99,692
   Brookstone Capital Management 49 - 2024-03-31 1,282,394 $26,892,000 -108,331
   MILESTONE ASSET MANAGEMENT LLC 2 - 2024-03-31 1,176,396 $24,669,000 -2,137,462
   Kaye Capital Management 3 - 2024-03-31 1,131,062 $23,718,000 -51,718
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 488 - 2024-03-31 998,445 $20,937,000 -432,723
   LEGACY PRIVATE TRUST CO. 19 - 2024-03-31 689,471 $14,458,000 -683
   MARINER WEALTH ADVISORS, LLC 443 - 2024-03-31 595,467 $12,487,000 -4,074
   DAVIS R M INC 83 - 2024-03-31 573,009 $12,016,000 -84,259
   Cornerstone Wealth Management LLC 20 - 2024-03-31 509,477 $10,684,000 -2,975
   WEBSTER BANK 20 - 2024-03-31 492,766 $10,333,000 -1,152
   OLD SECOND NATIONAL BANK OF AURORA 7 - 2024-03-31 485,865 $10,189,000 -10,720
   Private Advisor Group LLC 296 - 2024-03-31 426,281 $8,939,000 -132,960
   Gryphon Financial Partners LLC 15 - 2024-03-31 410,357 $8,605,000 -21,522
   Ironwood Wealth Management llc 16 - 2024-03-31 359,097 $7,530,000 -83,208
   BENJAMIN F. EDWARDS & COMPANY INC. 174 - 2024-03-31 347,448 $7,286,000 -116,568
   We Are One Seven LLC 62 - 2024-03-31 338,737 $7,103,000 -38,779
   Sound Stewardship LLC 9 - 2024-03-31 316,366 $6,634,000 -15,173
   Blue Barn Wealth LLC 8 - 2024-03-31 289,493 $6,071,000 -114,387
   Stonebridge Capital Advisors LLC 56 - 2024-03-31 281,273 $5,898,000 -177,249
   AMJ Financial Wealth Management 27 - 2024-03-31 261,787 $5,490,000 -2,012
   MORTON COMMUNITY BANK 7 - 2024-03-31 256,300 $5,375,000 -3,520
   Straight Path Wealth Management 10 - 2024-03-31 247,294 $5,186,000 -8,918
   Trilogy Capital Inc. 66 - 2024-03-31 246,050 $5,160,000 -31,198
   EXCHANGE CAPITAL MANAGEMENT INC 33 - 2024-03-31 245,202 $5,142,000 -772
   FCA CORP /TX 10 - 2024-03-31 243,949 $5,116,000 -78,544
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 142 - 2024-03-31 243,671 $5,110,000 -79,959
   GRADIENT INVESTMENTS LLC 141 - 2024-03-31 222,814 $4,672,000 -12,512
   CAMELOT PORTFOLIOS, LLC 2 - 2024-03-31 216,231 $4,534,000 -67,935
   Iron Financial LLC 12 - 2024-03-31 214,407 $4,496,000 -4,732
   Goepper Burkhardt LLC 16 - 2024-03-31 208,275 $4,382,000 -24,900
   H D Vest Advisory Services 344 - 2024-03-31 202,260 $4,241,000 -19,698
   Resonant Capital Advisors LLC 61 - 2024-03-31 197,397 $4,139,000 -383
   RVW Wealth LLC 40 - 2024-03-31 193,350 $4,055,000 -23,253
   CITADEL ADVISORS LLC 1844 - 2024-03-31 192,330 $4,033,000 -68,710
   HIGHTOWER ADVISORS, LLC 1043 - 2024-03-31 192,243 $4,032,000 -66,193
   MONTAG A & ASSOCIATES INC 115 - 2024-03-31 183,223 $3,842,000 -8,042
   Red Spruce Capital LLC 17 - 2024-03-31 177,947 $3,732,000 -136,185
   Curbstone Financial Management Corp 35 - 2024-03-31 177,620 $3,725,000 -11,500
   River Street Advisors LLC 10 - 2024-03-31 165,530 $3,471,000 -21,642
   Altus Wealth Group LLC 13 - 2024-03-31 164,773 $3,455,000 -12,593
   COLTON GROOME FINANCIAL ADVISORS LLC 18 - 2024-03-31 164,536 $3,450,000 -1,267
   FINANCIAL NETWORK 773 - 2024-03-31 163,051 $3,419,000 -3,280
   BEACON FINANCIAL GROUP 74 - 2024-03-31 151,951 $3,186,000 -13,196
   Redwood Financial Network Corp 7 - 2024-03-31 140,538 $2,947,000 -88
   COURIER CAPITAL CORP 103 - 2024-03-31 134,310 $2,816,000 -12,577
   Oder Investment Management LLC 9 - 2024-03-31 133,592 $2,801,000 -5,052
   DENVER WEALTH MANAGEMENT INC. 15 - 2024-03-31 127,772 $2,679,000 -35,648
   BB&T CORP 1144 - 2024-03-31 127,312 $2,670,000 -30,290
   COLONIAL ASSET MANAGEMENT, INC. 82 - 2024-03-31 122,136 $2,561,000 -2,438
   Steward Partners Investment Advisory LLC 511 - 2024-03-31 118,034 $2,475,000 -593,565
   Kohmann Bosshard Financial Services LLC 45 - 2024-03-31 117,972 $2,474,000 -6
   EMPIRICAL FINANCIAL SERVICES, LLC 158 - 2024-03-31 116,182 $2,436,000 -5,138
   FINANCIAL ADVISORY GROUP 30 - 2024-03-31 106,969 $2,243,000 -1,806
   Pacific Wealth Strategies Group Inc. 14 - 2024-03-31 106,705 $2,238,000 -5,124
   AA Financial Advisors LLC 33 - 2024-03-31 106,165 $2,226,000 -21,169
   LEAVELL T & ASSOCIATES INC 160 - 2024-03-31 104,942 $2,201,000 -7,065
   J P MORGAN CHASE & CO 2916 - 2024-03-31 104,810 $2,198,000 -931
   Mirador Capital Partners LP 52 - 2024-03-31 102,797 $2,156,000 -71,702
   KICKSTAND VENTURES LLC. 37 - 2024-03-31 98,741 $2,071,000 -552,857
   GUARDIAN WEALTH ADVISORS LLC / NC 57 - 2024-03-31 96,643 $2,027,000 -1,115
   Baird Financial Group Inc. 950 - 2024-03-31 96,484 $2,023,000 -21,821
   SENTINEL PENSION ADVISORS INC 34 - 2024-03-31 93,584 $1,962,000 -167,892
   NOVARE CAPITAL MANAGEMENT LLC 91 - 2024-03-31 93,045 $1,951,000 -329
   Ballew Advisors Inc 15 - 2024-03-31 90,940 $1,911,000 -533
   LM Advisors LLC 59 - 2024-03-31 86,587 $1,816,000 -1,339
   MONECO Advisors LLC 97 - 2024-03-31 86,263 $1,809,000 -1,546
   Laurel Wealth Advisors LLC 75 - 2024-03-31 84,080 $1,763,000 -36,024
   Oliver Luxxe Assets LLC 80 - 2024-03-31 82,475 $1,729,000 -55,393
   Old Port Advisors 59 - 2023-09-30 78,910 $1,631,000 -13,563
   EDGE WEALTH MANAGEMENT LLC 31 - 2024-03-31 76,673 $1,608,000 -20,790
   Nikulski Financial Inc. 49 - 2024-03-31 74,575 $1,564,000 -2,850
   New Potomac Partneres LLC 44 - 2024-03-31 71,585 $1,501,000 -40,030
   Flaharty Asset Management LLC 44 - 2024-03-31 70,425 $1,477,000 -8,557
   Virginia National Bank 2 - 2023-09-30 70,111 $1,449,000 -11,088
   SAVANT CAPITAL MANAGEMENT INC 445 - 2024-03-31 68,180 $1,430,000 -10,738
   Harrison & Co Wealth Management LLC 18 - 2022-12-31 68,837 $1,410,000 -630
   SAWGRASS ASSET MANAGEMENT LLC 91 - 2024-03-31 65,628 $1,376,000 -15,267
   SFE INVESTMENT COUNSEL 76 - 2024-03-31 64,093 $1,344,000 -49,698
   PROSPERA FINANCIAL SERVICES 398 - 2023-12-31 63,328 $1,323,000 -2,662
   SMI Advisory Services LLC 43 - 2024-03-31 59,435 $1,248,000 -473
   Castleview Partners LLC 29 - 2024-03-31 57,270 $1,201,000 -24,820
   PROVISE MANAGEMENT GROUP LLC 140 - 2024-03-31 56,793 $1,191,000 -122,042
   J.W. COLE ADVISORS INC. 320 - 2024-03-31 53,792 $1,128,000 -2,333
   Colonial Trust Co / SC 95 - 2024-03-31 52,741 $1,106,000 -2,320
   Global Retirement Partners LLC 338 - 2024-03-31 52,702 $1,105,000 -1,673
   ETF Store Inc. 29 - 2024-03-31 48,677 $1,021,000 -23,569
   Gs Investments Inc. 57 - 2024-03-31 46,603 $977,000 -1,195
   Apeiron RIA LLC 65 - 2024-03-31 45,820 $961,000 -29
   Carolina Wealth Advisors LLC 26 - 2024-03-31 44,745 $938,000 -205,850
   TRANSCEND WEALTH COLLECTIVE LLC 242 - 2024-03-31 44,340 $930,000 -6,817
   American Institute for Advanced Investment Managem 46 - 2024-03-31 42,920 $900,000 -1,800
   OPTIMUM INVESTMENT ADVISORS 59 - 2024-03-31 42,792 $897,000 -150
  100 Records found
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