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Get Institutions for : 
Invesco Bulletshares 2027 Hi Yld Corp Bd Etf (BSJR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    7
Total shares held : 
4,123,823  
% of shares held : 
45.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  37  
Amount of shares held : 
971,918  
% of shares held change : 
  10.8%  
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
 250,518
 6.07%
 
Increased Positions :
36
 828,231
 20.08%
 
Unchanged Positions :
11
 79,319
 1.92%
 
Decreased Positions :
6
-67,854
-1.65%
 
Closed Positions :
4
-38,977
-0.95%
 
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
   Cetera Investment Advisers 919 *New 2024-03-31 255,441 $5,684,000 255,441
   Paradiem LLC 66 *New 2024-03-31 107,532 $2,393,000 107,532
   S.E.E.D. Planning Group LLC 42 *New 2024-03-31 86,623 $1,927,000 86,623
   Arete Wealth Advisors LLC 358 *New 2024-03-31 11,749 $261,000 11,749
   Steward Partners Investment Advisory LLC 1782 *New 2024-03-31 4,310 $96,000 4,310
   ANCORA ADVISORS, LLC 1008 *New 2024-03-31 1,521 $34,000 1,521
   Larson Financial Group LLC 823 *New 2024-03-31 1,224 $27,000 1,224
   CBIZ Investment Advisory Services LLC 249 *New 2024-03-31 453 $10,000 453
   Financial Gravity Wealth Inc. 975 *New 2024-03-31 25 $1,000 25

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results