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Get Institutions for : 
Invesco Bulletshares 2024 Municipal Bond Etf (BSMO)  
$24.80 0.00 (-0.02%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    4
Total shares held : 
 5,725,716  
% of shares held : 
 63.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 594,640  
% of shares held change : 
   6.61%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.92  
Last Quarter's Ending Price : 
 $24.78  
Last Quarter's Average Price : 
 $24.80  
Change from last quarter's     
avg. price to the last closing  : 
0.00 (-0.02%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 450,253
 7.86%
 
Increased Positions :
36
 749,304
 13.09%
 
Unchanged Positions :
16
 269,428
 4.71%
 
Decreased Positions :
29
-229,629
-4.01%
 
Closed Positions :
7
-375,288
-6.55%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   LPL FINANCIAL CORP 1367 - 2024-03-31 382,226 $9,472,000 -69,376
   COMMONWEALTH EQUITY SERVICES LLC. 1153 - 2024-03-31 204,243 $5,061,000 -80,251
   UBS Group AG 2279 - 2024-03-31 180,915 $4,483,000 -69,740
   MORGAN STANLEY 4074 - 2024-03-31 146,326 $3,626,000 -229,009
   CONFLUENCE INVESTMENT MANAGEMENT LLC 145 - 2024-03-31 142,489 $3,531,000 -118,009
   Advisor Group Holdings Inc. 1344 - 2024-03-31 131,289 $3,253,000 -9,584
   ENVESTNET ASSET MANAGEMENT INC 2287 - 2024-03-31 125,216 $3,103,000 -18,345
   Asset Dedication LLC 93 - 2024-03-31 104,160 $2,584,000 -776
   RAYMOND JAMES & ASSOCIATES 2046 - 2024-03-31 95,529 $2,367,000 -47,778
   Resonant Capital Advisors LLC 114 - 2024-03-31 73,870 $1,830,000 -24,197
   Garrett Investment Advisors LLC 111 - 2024-03-31 71,970 $1,783,000 -28,200
   STIFEL FINANCIAL CORP 1845 - 2024-03-31 67,806 $1,680,000 -14,096
   DENVER WEALTH MANAGEMENT INC. 27 - 2024-03-31 48,134 $1,193,000 -3,792
   PAX Financial Group LLC 88 - 2024-03-31 42,408 $1,051,000 -3,190
   SAVANT CAPITAL MANAGEMENT INC 540 - 2024-03-31 40,097 $994,000 -8,024
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 296 - 2024-03-31 36,653 $908,000 -12,992
   Cornerstone Wealth Management LLC 221 - 2024-03-31 36,101 $895,000 -3,024
   OLD SECOND NATIONAL BANK OF AURORA 83 - 2024-03-31 33,543 $831,000 -14,445
   Key Financial Inc 87 - 2024-03-31 33,265 $824,000 -37,600
   WEBSTER BANK 133 - 2024-03-31 32,810 $813,000 -605
   MML INVESTORS SERVICES LLC 1532 - 2024-03-31 32,297 $800,000 -30,417
   Mirador Capital Partners LP 103 - 2024-03-31 30,378 $753,000 -7,844
   CAPTRUST FINANCIAL ADVISORS 1357 - 2024-03-31 25,707 $637,000 -4,153
   IFP Advisors Inc 517 - 2023-12-31 23,304 $581,000 -3,633
   Lantz Financial LLC 122 - 2024-03-31 21,013 $521,000 -1,911
   Farther Finance Advisors LLC 416 - 2024-03-31 18,513 $459,000 -1,429
   PRIVATE TRUST CO NA 398 - 2024-03-31 18,192 $451,000 -3,445
   Claro Advisors LLC 258 - 2024-03-31 16,829 $417,000 -5,092
   We Are One Seven LLC 611 - 2024-03-31 16,143 $400,000 -4,936
   WESPAC ADVISORS, LLC 135 - 2024-03-31 12,478 $309,000 -12,478
   Equitable Holdings Inc. 946 - 2024-03-31 12,404 $307,000 -9,108
   Nelson Van Denburg & Campbell Wealth Management Gr 622 - 2024-03-31 10,739 $266,000 -782
   Foundry Financial Group Inc. 46 - 2024-03-31 9,790 $243,000 -6,307
   WEALTHSOURCE PARTNERS LLC 449 - 2023-12-31 9,332 $233,000 -743
   Sterling Financial Group Inc. 59 - 2024-03-31 9,366 $232,000 -20,120
   MONECO Advisors LLC 394 - 2024-03-31 8,196 $203,000 -855
   CWM LLC 2549 - 2024-03-31 1,345 $33,000 -1,587
   Tyler-Stone Wealth Management 562 - 2024-03-31 600 $15,000 -3,068
   COMERICA BANK 3205 - 2024-03-31 330 $8,000 -5,207
  39 Records found
  1    
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