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Get Institutions for : 
Invesco Bulletshares 2026 Municipal Bond Etf (BSMQ)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 81    6
Total shares held : 
 3,788,138  
% of shares held : 
 42.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   28  
Amount of shares held : 
 600,639  
% of shares held change : 
   6.67%  
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 :
12
 462,593
 12.21%
 
Increased Positions :
37
 547,603
 14.46%
 
Unchanged Positions :
17
 310,695
 8.2%
 
Decreased Positions :
15
-254,994
-6.73%
 
Closed Positions :
6
-154,563
-4.08%
 
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
   Change Path LLC 239 *New 2024-03-31 80,000 $1,885,000 80,000
   Aptus Capital Advisors LLC 369 *New 2024-03-31 46,665 $1,100,000 46,665
   AlphaStar Capital Management LLC 144 *New 2024-03-31 33,625 $792,000 33,625
   River Street Advisors LLC 59 *New 2024-03-31 31,927 $752,000 31,927
   Vermillion & White Wealth Management Group LLC 37 *New 2024-03-31 23,625 $557,000 23,625
   CLEAR HARBOR ASSET MANAGEMENT, LLC 266 *New 2024-03-31 14,814 $349,000 14,814
   THRIVENT FINANCIAL FOR LUTHERANS 2280 *New 2024-03-31 13,619 $321,000 13,619
   SILVERLAKE WEALTH MANAGEMENT LLC 188 *New 2024-03-31 10,968 $258,000 10,968
   IHT Wealth Management LLC 879 *New 2024-03-31 10,316 $243,000 10,316
   SIGNATUREFD, LLC 939 *New 2024-03-31 6,751 $159,000 6,751
   VOISARD ASSET MANAGEMENT GROUP INC. 116 *New 2024-03-31 2,800 $66,000 2,800
   First Command Advisory Services Inc. 264 *New 2024-03-31 1,931 $46,000 1,931
   YHB INVESTMENT ADVISORS, INC. 462 *New 2024-03-31 1,900 $45,000 1,900
  13 Records found
  1    
  Page 1 of 1
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