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Get Institutions for : 
Invesco Bulletshares 2030 Municipal Bond Etf (BSMU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    10
Total shares held : 
 2,043,740  
% of shares held : 
 22.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   19  
Amount of shares held : 
 208,858  
% of shares held change : 
   2.32%  
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 :
11
 214,534
 10.5%
 
Increased Positions :
17
 312,664
 15.3%
 
Unchanged Positions :
6
 79,728
 3.9%
 
Decreased Positions :
8
-289,666
-14.17%
 
Closed Positions :
1
-28,674
-1.4%
 
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
   WELLS FARGO & CO/MN 1698 - 2024-03-31 351,174 $7,768,000 49,753
   LPL FINANCIAL CORP 1774 - 2024-03-31 224,517 $4,966,000 72,774
   Envision Financial Planning LLC 8 - 2024-03-31 177,185 $3,919,000 14,232
   Insight Wealth Partners LLC 11 - 2024-03-31 137,870 $3,050,000 -31,047
   LEGACY PRIVATE TRUST CO. 87 - 2024-03-31 133,165 $2,946,000 0
   JANE STREET GROUP LLC 1841 - 2024-03-31 126,647 $2,801,000 96,374
   INVESCO LTD 2479 - 2024-03-31 110,517 $2,445,000 12,417
   BANK OF AMERICA CORP /DE/ 3511 - 2024-03-31 106,114 $2,347,000 39,743
   Pineridge Advisors LLC 18 - 2024-03-31 89,416 $1,978,000 -35,074
   Key Financial Inc 43 - 2024-03-31 85,300 $1,887,000 775
   Union Bankshares Corp 138 - 2024-03-31 70,974 $1,570,000 4,434
   Garrett Investment Advisors LLC 124 - 2024-03-31 67,178 $1,486,000 -33,128
   Kestra Advisory Services LLC 1010 - 2024-03-31 66,531 $1,472,000 16,279
   AE Wealth Management LLC 588 - 2024-03-31 59,179 $1,309,000 -85,161
   PRECEDENT WEALTH PARTNERS LLC 48 - 2024-03-31 50,005 $1,106,000 12,169
   MORGAN STANLEY 4868 - 2024-03-31 39,848 $881,000 21,475
   ENVESTNET ASSET MANAGEMENT INC 3133 - 2024-03-31 37,250 $824,000 3,728
   ROYAL BANK OF CANADA 3259 - 2024-03-31 30,824 $682,000 -3,068
   COMMONWEALTH EQUITY SERVICES LLC. 2550 - 2024-03-31 29,929 $662,000 2,408
   CAPTRUST FINANCIAL ADVISORS 1368 - 2024-03-31 28,034 $620,000 4,903
   BANK OF MONTREAL /CAN/ 1962 *New 2024-03-31 26,865 $597,000 26,865
   RAYMOND JAMES & ASSOCIATES 2961 - 2024-03-31 25,361 $561,000 4,920
   CITADEL ADVISORS LLC 3640 *New 2024-03-31 24,721 $547,000 24,721
   Addison Advisors LLC 89 - 2024-03-31 24,525 $542,000 8,870
   TLWM 61 - 2024-03-31 24,222 $536,000 1,108
   Asset Dedication LLC 221 - 2024-03-31 22,760 $504,000 3,084
   Equitable Holdings Inc. 798 - 2024-03-31 22,692 $502,000 -1,000
   Advisor Group Holdings Inc. 3061 - 2024-03-31 18,818 $416,000 -1,773
   Sterling Financial Group Inc. 44 - 2024-03-31 17,846 $395,000 -11,691
   Integrated Wealth Concepts LLC 1200 - 2024-03-31 16,407 $363,000 1,140
   Beacon Pointe Advisors LLC 1069 - 2024-03-31 14,640 $324,000 1,113
   CONFLUENCE INVESTMENT MANAGEMENT LLC 258 - 2024-03-31 14,073 $311,000 12
   Private Advisor Group LLC 1807 - 2024-03-31 13,874 $307,000 0
   MML INVESTORS SERVICES LLC 2172 - 2024-03-31 12,145 $269,000 -8
   Gradient Capital Advisors LLC 134 - 2024-03-31 9,381 $208,000 0
   Arlington Capital Management Inc. 87 *New 2024-03-31 9,325 $206,000 9,325
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3056 *New 2024-03-31 9,254 $205,000 9,254
   Nelson Van Denburg & Campbell Wealth Management Gr 720 - 2024-03-31 8,667 $192,000 3,235
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1584 - 2024-03-31 7,995 $177,000 209
   Hobbs Group Advisors LLC 136 - 2023-12-31 6,548 $147,000 0
   Horizons Wealth Management 71 - 2024-03-31 5,345 $120,000 0
   Capital Analysts Inc. 541 - 2024-03-31 4,707 $104,000 0
   Aptus Capital Advisors LLC 799 *New 2024-03-31 4,643 $103,000 4,643
   UBS Group AG 5034 - 2024-03-31 4,611 $102,000 225
   BENJAMIN F. EDWARDS & COMPANY INC. 1194 - 2024-03-31 3,218 $71,000 0
   First Command Advisory Services Inc. 266 *New 2024-03-31 2,057 $46,000 2,057
   IFP Advisors Inc 1789 - 2023-12-31 1,100 $25,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5568 *Closed 2024-03-31 0 $0 -46,179
   PROEQUITIES INC. 9557 - 2024-03-31 0 $0 0
   VALICENTI ADVISORY SERVICES INC 87 *Closed 2024-03-31 0 $0 -8,950
  50 Records found
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