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Get Institutions for : 
Invesco Bulletshares 2025 Corporate Bond ETF (BSCP)  
$20.42 0.02 (0.07%) as of 4:30 Wed 5/22


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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  
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 2 - 2024-03-31 45,792,153 $946,675,000 -625,294
   LPL FINANCIAL CORP 322 - 2024-03-31 4,787,346 $97,805,000 -256,888
   AMERIPRISE FINANCIAL INC 952 - 2024-03-31 1,783,041 $36,438,000 -235,731
   Brookstone Capital Management 38 - 2024-03-31 1,578,845 $32,256,000 -114,788
   JANE STREET GROUP LLC 484 - 2024-03-31 997,589 $20,381,000 -551,767
   GPM Growth Investors Inc. 3 - 2023-12-31 647,476 $13,244,000 -46,678
   Kaye Capital Management 7 - 2024-03-31 641,700 $13,110,000 -41,199
   COLONY GROUP LLC 132 - 2023-09-30 531,256 $10,684,000 -59,228
   SENTINEL PENSION ADVISORS INC 8 - 2024-03-31 507,037 $10,359,000 -37,980
   AMJ Financial Wealth Management 4 - 2024-03-31 495,302 $10,119,000 -5,753
   Ironwood Wealth Management llc 10 - 2024-03-31 418,478 $8,549,000 -96,972
   NORTHCAPE WEALTH MANAGEMENT LLC 5 - 2024-03-31 380,910 $7,782,000 -3,657
   We Are One Seven LLC 65 - 2024-03-31 336,888 $6,883,000 -18,642
   Sound Stewardship LLC 7 - 2024-03-31 327,987 $6,701,000 -5,439
   Good Life Advisors LLC 38 - 2024-03-31 307,984 $6,292,000 -19,539
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 126 - 2024-03-31 297,796 $6,084,000 -5,017
   Stonebridge Capital Advisors LLC 58 - 2024-03-31 253,946 $5,188,000 -149,306
   Trilogy Capital Inc. 72 - 2024-03-31 237,361 $4,849,000 -32,076
   GRADIENT INVESTMENTS LLC 140 - 2024-03-31 229,398 $4,687,000 -11,612
   PROVISE MANAGEMENT GROUP LLC 78 - 2024-03-31 190,155 $3,885,000 -4,350
   OLD SECOND NATIONAL BANK OF AURORA 34 - 2024-03-31 163,179 $3,334,000 -2,399
   Baird Financial Group Inc. 815 - 2024-03-31 155,797 $3,183,000 -12,216
   NOVARE CAPITAL MANAGEMENT LLC 74 - 2024-03-31 154,983 $3,166,000 -4,379
   Migdal Insurance & Financial Holdings Ltd. 99 - 2024-03-31 141,626 $2,893,000 -44,294
   SFE INVESTMENT COUNSEL 58 - 2024-03-31 133,408 $2,726,000 -2,676
   GILL CAPITAL PARTNERS LLC 29 - 2024-03-31 109,983 $2,244,000 -3,482
   FINANCIAL ADVISORY GROUP 31 - 2024-03-31 106,591 $2,178,000 -1,254
   CAMELOT PORTFOLIOS, LLC 7 - 2024-03-31 94,934 $1,940,000 -38,338
   DENVER WEALTH MANAGEMENT INC. 19 - 2024-03-31 91,216 $1,864,000 -37,813
   ASPEN INVESTMENT MANAGEMENT INC 31 - 2024-03-31 84,771 $1,732,000 -22,182
   SAWGRASS ASSET MANAGEMENT LLC 80 - 2024-03-31 76,743 $1,568,000 -15,309
   Oliver Luxxe Assets LLC 89 - 2024-03-31 75,393 $1,540,000 -47,596
   Altus Wealth Group LLC 37 - 2024-03-31 68,767 $1,405,000 -6,526
   BENJAMIN F. EDWARDS & COMPANY INC. 425 - 2024-03-31 68,641 $1,402,000 -2,646
   RVW Wealth LLC 54 - 2024-03-31 67,923 $1,388,000 -7,103
   Ballew Advisors Inc 27 - 2024-03-31 66,408 $1,355,000 -2,416
   PROSPERA FINANCIAL SERVICES 393 - 2023-12-31 65,551 $1,341,000 -2,797
   Virginia National Bank 4 - 2023-09-30 61,524 $1,237,000 -6,004
   GLOBALT Investments LLC / GA 136 - 2024-03-31 59,865 $1,223,000 -3,522
   Certified Advisory Corp 119 - 2024-03-31 57,044 $1,165,000 -178,947
   ETF Store Inc. 27 - 2024-03-31 56,516 $1,155,000 -114,080
   Matthew Goff Investment Advisor LLC 56 - 2024-03-31 55,762 $1,139,000 -2,428
   SEGMENT WEALTH MANAGEMENT, LLC 143 - 2024-03-31 51,110 $1,044,000 -2,600
   Mirador Capital Partners LP 88 - 2024-03-31 48,525 $991,000 -80,124
   Flaharty Asset Management LLC 52 - 2024-03-31 46,063 $941,000 -7,987
   SAVANT CAPITAL MANAGEMENT INC 572 - 2024-03-31 44,344 $906,000 -4,303
   Apella Capital LLC 146 - 2024-03-31 43,813 $896,000 -2,209
   HM PAYSON & CO 214 - 2023-12-31 42,744 $874,000 -14,250
   Global Retirement Partners LLC 397 - 2024-03-31 40,417 $826,000 -2,174
   Resonant Capital Advisors LLC 164 - 2024-03-31 39,467 $806,000 -14
   4Thought Financial Group Inc. 18 - 2024-03-31 39,276 $802,000 -304
   Insight Wealth Partners LLC 43 - 2024-03-31 34,230 $699,000 -1,029
   WESPAC ADVISORS, LLC 91 - 2024-03-31 33,751 $690,000 -4,680
   Tyler-Stone Wealth Management 72 - 2024-03-31 31,258 $639,000 -4,971
   Sargent Bickham Lagudis LLC 159 - 2022-12-31 29,942 $603,000 -10,766
   FC Advisory LLC 58 - 2024-03-31 28,432 $581,000 -1,365
   EQIS CAPITAL MANAGEMENT, INC. 432 - 2024-03-31 24,470 $500,000 -61,476
   Squarepoint Ops LLC 1658 - 2024-03-31 24,449 $499,000 -17,846
   Legacy CG LLC 39 - 2024-03-31 24,364 $498,000 -212,875
   Tidemark LLC 70 - 2024-03-31 23,876 $488,000 -44,816
   VALLEY NATIONAL ADVISERS INC 167 - 2024-03-31 23,833 $486,000 -17,378
   Capital Investment Advisors LLC 390 - 2024-03-31 23,702 $484,000 -1,940
   SIGMA INVESTMENT COUNSELORS INC 131 - 2024-03-31 22,225 $454,000 -2,245
   TRANSCEND WEALTH COLLECTIVE LLC 356 - 2024-03-31 19,885 $406,000 -915
   VIGILANT CAPITAL MANAGEMENT LLC 103 - 2023-06-30 19,952 $402,000 -2,764
   YHB INVESTMENT ADVISORS, INC. 213 - 2024-03-31 18,464 $377,000 -559
   Rockefeller Capital Management L.P. 1536 - 2024-03-31 18,009 $368,000 -9,005
   Kingsview Wealth Management LLC 769 - 2024-03-31 16,636 $340,000 -5,381
   NORTHERN OAK CAPITAL MANAGEMENT INC 191 - 2024-03-31 15,483 $316,000 -23,698
   RPg Family Wealth Advisory LLC 100 - 2024-03-31 15,227 $311,000 -2,250
   Streettalk Advisors LLC 355 - 2024-03-31 14,902 $304,000 -2,261
   Redhawk Wealth Advisors Inc. 250 - 2024-03-31 14,732 $301,000 -5,304
   Hennion & Walsh Asset Management Inc. 695 - 2024-03-31 14,474 $296,000 -2,413
   W.H. Cornerstone Investments Inc. 102 - 2024-03-31 13,987 $286,000 -15,597
   Coastwise Capital Group LLC 95 - 2024-03-31 13,116 $268,000 -806
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 157 - 2024-03-31 12,036 $246,000 -111
   Sterling Financial Group Inc. 58 - 2024-03-31 11,576 $236,000 -4,013
   Cetera Investment Advisers 1588 - 2024-03-31 11,085 $226,000 -3,266
   MIDLAND WEALTH ADVISORS LLC 182 - 2024-03-31 11,033 $225,000 -5,147
   CBIZ Investment Advisory Services LLC 47 - 2024-03-31 10,379 $212,000 -293
   WOODMONT INVESTMENT COUNSEL LLC 252 - 2024-03-31 10,000 $204,000 -33,280
   IOWA STATE BANK 105 - 2024-03-31 9,866 $202,000 -2,230
   IFP Advisors Inc 1104 - 2023-12-31 6,750 $138,000 -1,041
   GUARDIAN WEALTH ADVISORS LLC / NC 282 - 2024-03-31 5,261 $107,000 -1,183
   Sutton Wealth Advisors Inc. 164 - 2023-09-30 5,320 $107,000 -223
   SUMMIT INVESTMENT ADVISORS INC 1831 - 2024-03-31 4,194 $86,000 -1,355
   SJS Investment Consulting Inc. 221 - 2024-03-31 1,736 $35,000 -3,159
   Parallel Advisors LLC 1833 - 2024-03-31 1,266 $26,000 -2,488
   FMR LLC 4146 - 2024-03-31 434 $9,000 -1,973
   Impact Partnership Wealth LLC 485 - 2024-03-31 295 $6,000 -2,581
  90 Records found
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