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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    22
Total shares held : 
 22,300,576  
% of shares held : 
 17.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 8,956,025  
% of shares held change : 
   6.89%  
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 :
26
 1,763,471
 7.91%
 
Increased Positions :
45
 7,691,217
 34.49%
 
Unchanged Positions :
10
 73,207
 0.33%
 
Decreased Positions :
16
-461,853
-2.07%
 
Closed Positions :
4
-36,810
-0.17%
 
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
   CWM LLC 265 *New 2024-03-31 725,903 $11,898,000 725,903
   Private Advisor Group LLC 974 *New 2024-03-31 88,729 $1,454,000 88,729
   Smartleaf Asset Management LLC 76 *New 2024-03-31 80,541 $1,342,000 80,541
   DOVER ADVISORS LLC 60 *New 2024-03-31 49,099 $805,000 49,099
   NBC SECURITIES INC. 311 *New 2024-03-31 45,594 $747,000 45,594
   Baird Financial Group Inc. 1348 *New 2024-03-31 33,829 $554,000 33,829
   TCG Advisory Services LLC 262 *New 2024-03-31 32,745 $537,000 32,745
   SFE INVESTMENT COUNSEL 96 *New 2024-03-31 29,988 $492,000 29,988
   SEGMENT WEALTH MANAGEMENT, LLC 187 *New 2024-03-31 25,520 $418,000 25,520
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 113 *New 2024-03-31 20,008 $328,000 20,008
   Waterloo Capital L.P. 288 *New 2024-03-31 18,195 $298,000 18,195
   Snowden Capital Advisors LLC 1091 *New 2024-03-31 13,086 $214,000 13,086
   MARINER WEALTH ADVISORS, LLC 2749 *New 2024-03-31 12,444 $204,000 12,444
   WARREN AVERETT ASSET MANAGEMENT, LLC 659 *New 2024-03-31 11,081 $182,000 11,081
   First Capital Advisors Group LLC. 231 *New 2023-06-30 5,385 $87,000 5,385
   SJS Investment Consulting Inc. 167 *New 2024-03-31 3,913 $64,000 3,913
   YHB INVESTMENT ADVISORS, INC. 461 *New 2024-03-31 2,828 $46,000 2,828
   PNC FINANCIAL SERVICES GROUP INC 3654 *New 2024-03-31 656 $11,000 656
   Goss Wealth Management LLC 3067 *New 2024-03-31 350 $6,000 350
   First PREMIER Bank 398 *New 2024-03-31 239 $4,000 239
   J P MORGAN CHASE & CO 5194 *New 2024-03-31 199 $3,000 199
  21 Records found
  1    
  Page 1 of 1
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