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Get Institutions for : 
Invesco Bulletshares 2027 Municipal Bond Etf (BSMR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    9
Total shares held : 
 2,815,158  
% of shares held : 
 3.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 591,368  
% of shares held change : 
   0.66%  
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 :
13
 296,496
 10.53%
 
Increased Positions :
26
 510,916
 18.15%
 
Unchanged Positions :
18
 189,292
 6.72%
 
Decreased Positions :
10
-186,224
-6.62%
 
Closed Positions :
4
-29,820
-1.06%
 
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
   Vermillion & White Wealth Management Group LLC 29 *New 2024-03-31 39,007 $923,000 39,007
   Aptus Capital Advisors LLC 404 *New 2024-03-31 36,330 $859,000 36,330
   River Street Advisors LLC 54 *New 2024-03-31 35,000 $828,000 35,000
   WESPAC ADVISORS, LLC 77 *New 2024-03-31 34,644 $820,000 34,644
   AlphaStar Capital Management LLC 145 *New 2024-03-31 33,484 $792,000 33,484
   S.C. Financial Services Inc. 36 *New 2022-12-31 23,960 $564,000 23,960
   AA Financial Advisors LLC 97 *New 2024-03-31 18,919 $448,000 18,919
   THRIVENT FINANCIAL FOR LUTHERANS 2274 *New 2024-03-31 14,015 $332,000 14,015
   SENTINEL PENSION ADVISORS INC 81 *New 2024-03-31 12,221 $289,000 12,221
   SILVERLAKE WEALTH MANAGEMENT LLC 192 *New 2024-03-31 10,924 $258,000 10,924
   First Command Advisory Services Inc. 228 *New 2024-03-31 2,975 $70,000 2,975
   PNC FINANCIAL SERVICES GROUP INC 3653 *New 2024-03-31 474 $11,000 474
  12 Records found
  1    
  Page 1 of 1
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