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Get Institutions for : 
Invesco Bulletshares 2033 Municipal Bond Etf (BSSX)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 10    8
Total shares held : 
264,679  
% of shares held : 
2.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
58,377  
% of shares held change : 
  0.65%  
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 :
8
 184,110
 69.56%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 5,902
 2.23%
 
Decreased Positions :
1
-125,733
-47.5%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sterling Financial Group Inc. 13 *New 2024-03-31 111,675 $2,930,000 111,675
   Envision Financial Planning LLC 12 *New 2024-03-31 104,468 $2,741,000 104,468
   JANE STREET GROUP LLC 2437 - 2024-03-31 64,813 $1,701,000 -30,481
   LPL FINANCIAL CORP 2692 *New 2024-03-31 61,456 $1,613,000 61,456
   INVESCO LTD 2712 - 2024-03-31 57,577 $1,511,000 12,835
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2130 *New 2024-03-31 33,359 $875,000 33,359
   RAYMOND JAMES & ASSOCIATES 2900 *New 2024-03-31 23,435 $615,000 23,435
   COMMONWEALTH EQUITY SERVICES LLC. 2705 - 2024-03-31 21,361 $561,000 99
   Kestra Advisory Services LLC 1716 *New 2024-03-31 17,244 $452,000 17,244
   ENVESTNET ASSET MANAGEMENT INC 3522 *New 2024-03-31 15,796 $414,000 15,796
   Addison Advisors LLC 118 - 2024-03-31 15,445 $405,000 9,550
   CONFLUENCE INVESTMENT MANAGEMENT LLC 257 *New 2024-03-31 12,404 $325,000 12,404
   ARMSTRONG ADVISORY GROUP INC 170 - 2024-03-31 7,800 $208,000 0
   Bill Few Associates Inc. 163 - 2024-03-31 7,710 $202,000 0
   Hobbs Group Advisors LLC 132 - 2023-12-31 5,902 $157,000 0
   MORGAN STANLEY 5857 *New 2024-03-31 3,039 $80,000 3,039
   COMERICA BANK 2608 *New 2024-03-31 2,976 $78,000 2,976
   First Command Advisory Services Inc. 263 *New 2024-03-31 1,735 $46,000 1,735
   ROYAL BANK OF CANADA 5147 - 2024-03-31 1,064 $28,000 0
   Advisor Group Holdings Inc. 5641 - 2024-03-31 343 $9,000 0
   Asset Dedication LLC 706 *New 2024-03-31 273 $8,000 273
   FLOW TRADERS U.S. LLC 811 *Closed 2024-03-31 0 $0 -74,667
   PROEQUITIES INC. 8724 *New 2024-03-31 0 $0 0

  23 Records found
  1    
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