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Get Institutions for : 
Invesco Bulletshares 2032 Municipal Bond Etf (BSMW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    12
Total shares held : 
1,498,220  
% of shares held : 
16.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  22  
Amount of shares held : 
582,646  
% of shares held change : 
  6.47%  
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
 181,314
 12.1%
 
Increased Positions :
11
 461,997
 30.84%
 
Unchanged Positions :
2
 5,095
 0.34%
 
Decreased Positions :
1
-3,837
-0.26%
 
Closed Positions :
1
-56,828
-3.79%
 
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
   RAYMOND JAMES & ASSOCIATES 2330 *New 2024-03-31 58,394 $1,490,000 58,394
   Equitable Holdings Inc. 695 *New 2024-03-31 28,606 $730,000 28,606
   CONFLUENCE INVESTMENT MANAGEMENT LLC 256 *New 2024-03-31 13,011 $332,000 13,011
   Key Financial Inc 191 *New 2024-03-31 11,060 $282,000 11,060
   Aptus Capital Advisors LLC 803 *New 2024-03-31 4,017 $102,000 4,017
   IFP Advisors Inc *New 2023-12-31 2,112 $55,000 2,112
   First Command Advisory Services Inc. 269 *New 2024-03-31 1,776 $45,000 1,776
   PROEQUITIES INC. 8725 *New 2024-03-31 0 $0 0

  8 Records found
  1    
  Page 1 of 1
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