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Get Institutions for : 
Invesco Bulletshares 2030 High Yield Corp Bd Etf (BSJU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    6
Total shares held : 
531,459  
% of shares held : 
5.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
328,956  
% of shares held change : 
  3.66%  
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 :
7
 282,811
 53.21%
 
Increased Positions :
6
 58,681
 11.04%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-3,335
-0.63%
 
Closed Positions :
1
-9,201
-1.73%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3920 *New 2024-03-31 172,284 $4,416,000 172,284
   SFE INVESTMENT COUNSEL 94 *New 2024-03-31 19,332 $495,000 19,332
   ROYAL BANK OF CANADA 3869 *New 2024-03-31 11,000 $282,000 11,000
   Equitable Holdings Inc. 1011 *New 2024-03-31 9,795 $251,000 9,795
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2915 *New 2024-03-31 8,784 $225,000 8,784
   First Capital Advisors Group LLC. *New 2023-06-30 6,637 $164,000 6,637
   ANCORA ADVISORS, LLC 999 *New 2024-03-31 1,385 $35,000 1,385
   Goss Wealth Management LLC 3314 *New 2024-03-31 68 $2,000 68

  8 Records found
  1    
  Page 1 of 1
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