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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CHATHAM CAPITAL GROUP INC 12 *New 2024-03-31 433,430 $8,361,000 433,430
   AA Financial Advisors LLC 21 *New 2024-03-31 184,213 $3,553,000 184,213
   S.E.E.D. Planning Group LLC 30 *New 2024-03-31 155,013 $2,990,000 155,013
   Paradiem LLC 65 *New 2024-03-31 124,142 $2,395,000 124,142
   Solitude Financial Services 14 *New 2024-03-31 115,300 $2,224,000 115,300
   SHUFRO ROSE & CO LLC 112 *New 2024-03-31 50,417 $973,000 50,417
   Vermillion & White Wealth Management Group LLC 26 *New 2024-03-31 49,610 $957,000 49,610
   BEACON FINANCIAL GROUP 179 *New 2024-03-31 40,200 $775,000 40,200
   Engrave Wealth Partners LLC 41 *New 2023-12-31 33,511 $652,000 33,511
   FIFTH THIRD BANCORP 715 *New 2024-03-31 30,500 $588,000 30,500
   Arete Wealth Advisors LLC 298 *New 2024-03-31 24,709 $477,000 24,709
   KESTRA PRIVATE WEALTH SERVICES LLC 816 *New 2024-03-31 24,435 $471,000 24,435
   Cetera Investment Advisers 1337 *New 2024-03-31 19,510 $376,000 19,510
   DOVER ADVISORS LLC 97 *New 2024-03-31 15,916 $307,000 15,916
   American Institute for Advanced Investment Managem 105 *New 2024-03-31 15,320 $296,000 15,320
   Foundations Investment Advisors LLC 593 *New 2024-03-31 14,513 $280,000 14,513
   Aptus Capital Advisors LLC 639 *New 2024-03-31 14,271 $275,000 14,271
   Old Port Advisors 175 *New 2023-09-30 13,705 $257,000 13,705
   J.W. COLE ADVISORS INC. 770 *New 2024-03-31 12,319 $238,000 12,319
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 960 *New 2024-03-31 11,890 $229,000 11,890
   S.C. Financial Services Inc. 111 *New 2022-12-31 11,215 $213,000 11,215
   Foundry Financial Group Inc. 52 *New 2024-03-31 10,159 $196,000 10,159
   Westside Investment Management Inc. 280 *New 2024-03-31 5,116 $98,000 5,116
   CBIZ Investment Advisory Services LLC 79 *New 2024-03-31 3,918 $76,000 3,918
   VOISARD ASSET MANAGEMENT GROUP INC. 180 *New 2024-03-31 1,287 $25,000 1,287
   MOTCO 394 *New 2024-03-31 1,220 $24,000 1,220
   Financial Gravity Wealth Inc. 307 *New 2024-03-31 1,228 $24,000 1,228
   JONES FINANCIAL COMPANIES LLLP 921 *New 2024-03-31 1,000 $19,000 1,000
   OPTIMUM INVESTMENT ADVISORS 462 *New 2024-03-31 1,000 $19,000 1,000
   First PREMIER Bank 391 *New 2024-03-31 205 $4,000 205
   J P MORGAN CHASE & CO 5195 *New 2024-03-31 175 $3,000 175
  31 Records found
  1    
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