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Get Institutions for : 
Invesco Bulletshares 2027 Corp Bond ETF (BSCR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 233    22
Total shares held : 
 54,477,362  
% of shares held : 
 47.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 10,653,348  
% of shares held change : 
   9.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 3,251,475
 5.97%
 
Increased Positions :
125
 9,767,522
 17.93%
 
Unchanged Positions :
30
 546,370
 1%
 
Decreased Positions :
44
-1,768,720
-3.25%
 
Closed Positions :
12
-596,929
-1.1%
 
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
   MORGAN STANLEY 917 - 2024-03-31 8,046,548 $155,218,000 837,706
   BANK OF AMERICA CORP /DE/ 908 - 2024-03-31 5,087,725 $98,142,000 2,421,974
   WELLS FARGO & CO/MN 570 - 2024-03-31 3,857,994 $74,421,000 376,979
   LPL FINANCIAL CORP 437 - 2024-03-31 3,591,003 $69,270,000 1,629,770
   UBS Group AG 729 - 2024-03-31 2,743,494 $52,922,000 408,789
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20 - 2024-03-31 2,263,580 $43,664,000 316,260
   HILLSTRUST 7 - 2024-03-31 1,978,136 $38,158,000 1,041,206
   Brookstone Capital Management 41 - 2024-03-31 1,644,324 $31,719,000 -129,293
   EASTERN BANK 18 - 2024-03-31 1,596,687 $30,800,000 122,995
   DAVIS R M INC 61 - 2024-03-31 1,334,439 $25,741,000 87,842
   MANCHESTER FINANCIAL INC 7 - 2024-03-31 1,253,672 $24,183,000 50,386
   RAYMOND JAMES & ASSOCIATES 733 - 2024-03-31 1,140,765 $22,005,000 146,603
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 471 - 2024-03-31 1,135,639 $21,906,000 292,070
   INVESCO LTD 1409 - 2024-03-31 1,075,304 $20,743,000 243,473
   Nelson Van Denburg & Campbell Wealth Management Gr 24 - 2024-03-31 1,072,486 $20,688,000 147,537
   JANNEY MONTGOMERY SCOTT LLC 348 - 2024-03-31 971,415 $18,739,000 94,957
   JANE STREET GROUP LLC 520 - 2024-03-31 965,566 $18,626,000 573,282
   TLWM 10 - 2024-03-31 927,956 $17,900,000 83,137
   Anchor Investment Management LLC 10 - 2024-03-31 763,564 $14,729,000 751,125
   Motley Fool Wealth Management LLC 41 - 2024-03-31 743,502 $14,342,000 -359,496
   ROYAL BANK OF CANADA 1319 - 2024-03-31 712,285 $13,741,000 146,840
   Legacy Financial Group LLC 12 - 2024-03-31 706,679 $13,632,000 684,923
   Asset Dedication LLC 18 - 2024-03-31 697,165 $13,422,000 161,968
   AMERIPRISE FINANCIAL INC 1537 - 2024-03-31 682,020 $13,184,000 356,020
   TRUENORTH, INC. 3 - 2024-03-31 570,410 $11,003,000 -52,674
   STIFEL FINANCIAL CORP 777 - 2024-03-31 567,996 $10,957,000 15,210
   MML INVESTORS SERVICES LLC 386 - 2024-03-31 561,956 $10,840,000 82,937
   COMMONWEALTH EQUITY SERVICES LLC. 796 - 2024-03-31 502,933 $9,702,000 41,268
   Lido Advisors LLC 162 - 2024-03-31 496,098 $9,570,000 -19,955
   Advisor Group Holdings Inc. 721 - 2024-03-31 486,525 $9,386,000 144,945
   COLONY GROUP, LLC 227 - 2024-03-31 485,275 $9,361,000 41,293
   COOKSON PEIRCE & CO INC 58 - 2024-03-31 484,219 $9,341,000 40,372
   COLONY GROUP LLC 147 - 2023-09-30 489,883 $9,180,000 -17,980
   Union Bankshares Corp 30 - 2024-03-31 439,449 $8,477,000 78,796
   Ironwood Wealth Management llc 11 - 2024-03-31 438,178 $8,452,000 -49,338
   SENTINEL PENSION ADVISORS INC 10 - 2024-03-31 436,756 $8,425,000 134,821
   CHATHAM CAPITAL GROUP INC 12 *New 2024-03-31 433,430 $8,361,000 433,430
   Equitable Holdings Inc. 175 - 2024-03-31 415,327 $8,012,000 87,255
   Private Advisor Group LLC 367 - 2024-03-31 349,015 $6,733,000 67,193
   TCG Advisory Services LLC 67 - 2024-03-31 344,702 $6,649,000 24,998
   GPM Growth Investors Inc. 12 - 2023-12-31 338,278 $6,581,000 2,108
   Sargent Bickham Lagudis LLC 40 - 2022-12-31 344,985 $6,553,000 -14,638
   Good Life Advisors LLC 36 - 2024-03-31 330,667 $6,379,000 -19,323
   HIGHTOWER ADVISORS, LLC 863 - 2024-03-31 325,659 $6,275,000 -184,094
   Sound Stewardship LLC 11 - 2024-03-31 319,782 $6,169,000 269,067
   Red Spruce Capital LLC 5 - 2024-03-31 311,402 $6,007,000 47,087
   VAUGHAN DAVID INVESTMENTS INC/IL 98 - 2024-03-31 308,985 $5,960,000 50,668
   Goepper Burkhardt LLC 13 - 2024-03-31 307,900 $5,912,000 33,450
   Marietta Wealth Management LLC 46 - 2024-03-31 298,286 $5,754,000 24,650
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 683 - 2024-03-31 291,366 $5,620,000 167,301
   HENGEHOLD CAPITAL MANAGEMENT LLC 34 - 2024-03-31 289,598 $5,586,000 278,225
   Straight Path Wealth Management 9 - 2024-03-31 283,761 $5,474,000 43,188
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 132 - 2024-03-31 283,452 $5,468,000 18,698
   Legacy CG LLC 26 - 2024-03-31 261,114 $5,037,000 11,872
   FCA CORP /TX 15 - 2024-03-31 253,220 $4,885,000 6,383
   Trilogy Capital Inc. 74 - 2024-03-31 248,796 $4,799,000 -15,170
   Goss Wealth Management LLC 404 - 2024-03-31 240,560 $4,640,000 9,568
   ENVESTNET ASSET MANAGEMENT INC 2028 - 2024-03-31 238,847 $4,607,000 44,242
   VISTA INVESTMENT MANAGEMENT 11 - 2024-03-31 231,518 $4,466,000 10,638
   LEGACY PRIVATE TRUST CO. 71 - 2024-03-31 213,679 $4,122,000 -279,743
   MORTON COMMUNITY BANK 22 - 2024-03-31 212,935 $4,108,000 62,015
   Horizons Wealth Management 13 - 2024-03-31 204,568 $3,980,000 0
   ATRIA INVESTMENTS LLC 360 - 2023-12-31 201,665 $3,923,000 632
   Souders Financial Advisors 43 - 2024-03-31 199,240 $3,843,000 78,069
   Integrated Wealth Concepts LLC 319 - 2024-03-31 197,249 $3,805,000 19,127
   Laurel Wealth Advisors LLC 40 - 2024-03-31 196,694 $3,794,000 60,071
   BCS Wealth Management 17 - 2024-03-31 196,050 $3,782,000 44,332
   Carmel Capital Partners LLC 9 - 2024-03-31 195,983 $3,781,000 30,410
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1197 - 2024-03-31 191,509 $3,694,000 120,386
   Kestra Advisory Services LLC 622 - 2024-03-31 190,307 $3,671,000 33,995
   We Are One Seven LLC 132 - 2024-03-31 188,409 $3,634,000 16,862
   AA Financial Advisors LLC 21 *New 2024-03-31 184,213 $3,553,000 184,213
   McCarthy & Cox 23 - 2024-03-31 183,462 $3,539,000 0
   REBALANCE LLC 31 - 2024-03-31 168,005 $3,241,000 13,685
   Matthew Goff Investment Advisor LLC 36 - 2024-03-31 167,518 $3,231,000 -886
   Berger Financial Group Inc 90 - 2024-03-31 166,601 $3,214,000 7,066
   NOVARE CAPITAL MANAGEMENT LLC 75 - 2024-03-31 161,550 $3,116,000 3,764
   Sigma Planning Corp 211 - 2024-03-31 159,196 $3,071,000 94,904
   S.E.E.D. Planning Group LLC 30 *New 2024-03-31 155,013 $2,990,000 155,013
   Addison Advisors LLC 23 - 2024-03-31 154,531 $2,981,000 17,485
   Cribstone Capital Management LLC 17 - 2022-12-31 153,021 $2,907,000 81,448
   EP WEALTH ADVISORS, INC. 224 - 2024-03-31 149,757 $2,889,000 -294
   ASPEN INVESTMENT MANAGEMENT INC 14 - 2024-03-31 148,230 $2,859,000 16,850
   PROVISE MANAGEMENT GROUP LLC 100 - 2024-03-31 146,511 $2,826,000 52,145
   New Potomac Partneres LLC 28 - 2024-03-31 146,035 $2,817,000 21,520
   SFE INVESTMENT COUNSEL 59 - 2024-03-31 138,604 $2,674,000 2,299
   KIRR MARBACH & CO LLC /IN/ 34 - 2024-03-31 136,599 $2,635,000 -24,041
   EXCHANGE CAPITAL MANAGEMENT INC 74 - 2024-03-31 135,785 $2,619,000 13,311
   COLONIAL ASSET MANAGEMENT, INC. 84 - 2024-03-31 127,774 $2,465,000 14,078
   EMPIRICAL FINANCIAL SERVICES, LLC 161 - 2024-03-31 124,727 $2,406,000 -49
   Paradiem LLC 65 *New 2024-03-31 124,142 $2,395,000 124,142
   Oliver Luxxe Assets LLC 63 - 2024-03-31 122,132 $2,356,000 5,375
   Solitude Financial Services 14 *New 2024-03-31 115,300 $2,224,000 115,300
   Secure Asset Management LLC 36 - 2024-03-31 113,819 $2,196,000 3,463
   H D Vest Advisory Services 519 - 2024-03-31 113,625 $2,192,000 25,226
   Steward Partners Investment Advisory LLC 568 - 2024-03-31 110,124 $2,124,000 87,116
   Colonial Trust Co / SC 66 - 2024-03-31 103,265 $1,992,000 17,336
   FINANCIAL ADVISORY GROUP 35 - 2024-03-31 103,199 $1,991,000 -1,403
   AlphaStar Capital Management LLC 76 - 2024-03-31 97,748 $1,886,000 14,004
   Geneos Wealth Management Inc. 268 - 2024-03-31 97,219 $1,875,000 29,592
  100 Records found
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