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Get Institutions for : 
Invesco Bulletshares 2031 Corporate Bond Etf (BSCV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    17
Total shares held : 
14,932,088  
% of shares held : 
94.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  42  
Amount of shares held : 
5,340,734  
% of shares held change : 
  33.91%  
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 :
22
 2,528,957
 16.94%
 
Increased Positions :
32
 3,092,760
 20.71%
 
Unchanged Positions :
8
 92,204
 0.62%
 
Decreased Positions :
7
-31,075
-0.21%
 
Closed Positions :
5
-249,908
-1.67%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ATRIA INVESTMENTS LLC 422 *New 2024-03-31 231,771 $3,736,000 231,771
   AA Financial Advisors LLC 29 *New 2024-03-31 160,748 $2,591,000 160,748
   Equitable Holdings Inc. 575 *New 2024-03-31 73,504 $1,185,000 73,504
   Cetera Investment Advisers 2156 *New 2024-03-31 55,246 $891,000 55,246
   Arlington Capital Management Inc. 52 *New 2024-03-31 31,411 $506,000 31,411
   FINANCIAL ADVISORY GROUP 63 *New 2024-03-31 29,045 $468,000 29,045
   TCG Advisory Services LLC 299 *New 2024-03-31 26,025 $420,000 26,025
   STIFEL FINANCIAL CORP 2797 *New 2024-03-31 21,777 $351,000 21,777
   Cherry Tree Wealth Management LLC 146 *New 2024-03-31 15,366 $248,000 15,366
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 125 *New 2024-03-31 15,252 $246,000 15,252
   MARINER WEALTH ADVISORS, LLC 2707 *New 2024-03-31 13,274 $214,000 13,274
   Stratos Wealth Partners LTD. 1244 *New 2024-03-31 13,184 $213,000 13,184
   Straight Path Wealth Management 72 *New 2024-03-31 13,046 $210,000 13,046
   TruWealth Advisors LLC 163 *New 2024-03-31 11,851 $191,000 11,851
   WARREN AVERETT ASSET MANAGEMENT, LLC 663 *New 2024-03-31 10,010 $161,000 10,010
   YHB INVESTMENT ADVISORS, INC. 476 *New 2024-03-31 2,630 $42,000 2,630
   First PREMIER Bank 379 *New 2024-03-31 243 $4,000 243

  17 Records found
  1    
  Page 1 of 1
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