Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Invesco Bulletshares 2029 Corporate Bond Etf (BSCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    16
Total shares held : 
 22,348,331  
% of shares held : 
 99.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   65  
Amount of shares held : 
 6,167,696  
% of shares held change : 
   27.41%  
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 :
20
 943,019
 4.22%
 
Increased Positions :
65
 5,559,886
 24.88%
 
Unchanged Positions :
9
 121,327
 0.54%
 
Decreased Positions :
16
-302,452
-1.35%
 
Closed Positions :
4
-32,757
-0.15%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1539 - 2024-03-31 3,465,927 $63,426,000 711,981
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 18 - 2024-03-31 2,413,167 $44,161,000 329,145
   WELLS FARGO & CO/MN 833 - 2024-03-31 1,984,128 $36,310,000 692,541
   EASTERN BANK 21 - 2024-03-31 1,663,758 $30,447,000 115,803
   JANE STREET GROUP LLC 358 - 2024-03-31 1,641,673 $30,043,000 663,356
   ENVESTNET ASSET MANAGEMENT INC 986 - 2024-03-31 1,358,505 $24,861,000 1,286,948
   Aptus Capital Advisors LLC 44 - 2024-03-31 1,177,585 $21,550,000 157,762
   Nelson Van Denburg & Campbell Wealth Management Gr 22 - 2024-03-31 1,161,068 $21,248,000 184,079
   LPL FINANCIAL CORP 925 - 2024-03-31 1,138,645 $20,837,000 519,114
   JANNEY MONTGOMERY SCOTT LLC 316 - 2024-03-31 1,123,691 $20,564,000 228,700
   UBS Group AG 1210 - 2024-03-31 1,063,790 $19,467,000 391,702
   ROYAL BANK OF CANADA 1268 - 2024-03-31 814,485 $14,905,000 453,633
   Motley Fool Wealth Management LLC 38 - 2024-03-31 797,984 $14,603,000 31,889
   RAYMOND JAMES & ASSOCIATES 970 - 2024-03-31 759,524 $13,899,000 394,038
   BANK OF AMERICA CORP /DE/ 2294 - 2024-03-31 680,448 $12,452,000 124,767
   GILL CAPITAL PARTNERS LLC 4 - 2024-03-31 650,928 $11,658,000 3,717
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 737 - 2024-03-31 623,437 $11,409,000 99,265
   Union Bankshares Corp 22 - 2024-03-31 597,486 $10,934,000 104,157
   INVESCO LTD 1781 - 2024-03-31 554,172 $10,141,000 102,416
   COOKSON PEIRCE & CO INC 53 - 2024-03-31 511,773 $9,365,000 40,351
   Asset Dedication LLC 30 - 2024-03-31 451,427 $8,242,000 116,396
   TCG Advisory Services LLC 74 - 2024-03-31 343,601 $6,288,000 92,335
   Marietta Wealth Management LLC 45 - 2024-03-31 315,281 $5,770,000 23,425
   COLONY GROUP, LLC 310 - 2024-03-31 296,427 $5,425,000 18,184
   Goepper Burkhardt LLC 15 - 2024-03-31 271,350 $4,914,000 41,400
   Advisor Group Holdings Inc. 1224 - 2024-03-31 208,021 $3,807,000 64,259
   Steward Partners Investment Advisory LLC 411 - 2024-03-31 192,528 $3,523,000 26,075
   EXCHANGE CAPITAL MANAGEMENT INC 62 - 2024-03-31 168,744 $3,088,000 47,134
   Addison Advisors LLC 25 - 2024-03-31 160,486 $2,937,000 15,441
   STIFEL FINANCIAL CORP 1499 - 2024-03-31 151,024 $2,764,000 64,535
   NOVARE CAPITAL MANAGEMENT LLC 78 - 2024-03-31 144,999 $2,653,000 18,542
   Private Advisor Group LLC 713 - 2024-03-31 133,712 $2,447,000 120,015
   EMPIRICAL FINANCIAL SERVICES, LLC 162 - 2024-03-31 131,413 $2,405,000 15,329
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 201 - 2024-03-31 122,025 $2,233,000 45,235
   MONECO Advisors LLC 79 - 2024-03-31 120,740 $2,210,000 72,941
   AMERIPRISE FINANCIAL INC 2749 - 2024-03-31 119,003 $2,178,000 46,542
   Secure Asset Management LLC 41 - 2024-03-31 118,813 $2,174,000 3,261
   Equitable Holdings Inc. 435 - 2024-03-31 113,640 $2,080,000 78,913
   Oliver Luxxe Assets LLC 77 - 2024-03-31 101,939 $1,865,000 59,834
   COMMONWEALTH EQUITY SERVICES LLC. 1894 - 2024-03-31 88,724 $1,624,000 11,403
   G2 CAPITAL MANAGEMENT LLC / OH 24 - 2024-03-31 78,826 $1,443,000 807
   FINANCIAL ADVISORY GROUP 41 - 2024-03-31 75,724 $1,386,000 8,945
   Straight Path Wealth Management 19 - 2024-03-31 75,467 $1,381,000 35,725
   SAWGRASS ASSET MANAGEMENT LLC 92 - 2024-03-31 74,830 $1,369,000 9,938
   BCS Wealth Management 54 - 2024-03-31 73,876 $1,352,000 35,714
   DAVIS R M INC 141 - 2024-03-31 69,825 $1,278,000 40,082
   MML INVESTORS SERVICES LLC 1274 - 2024-03-31 68,757 $1,258,000 11,940
   CITADEL ADVISORS LLC 2929 - 2024-03-31 63,084 $1,154,000 52,456
   BUTENSKY & COHEN FINANCIAL SECURITY INC 74 - 2024-03-31 60,038 $1,099,000 1,558
   Ellevest Inc. 99 - 2024-03-31 53,231 $974,000 8,800
   BB&T CORP 1612 - 2024-03-31 51,977 $951,000 38,629
   SEGMENT WEALTH MANAGEMENT, LLC 147 - 2024-03-31 50,930 $932,000 30,160
   Baird Financial Group Inc. 1184 - 2024-03-31 48,729 $892,000 1,085
   Western Financial Corp/CA 58 - 2024-03-31 47,893 $876,000 3,609
   CAPTRUST FINANCIAL ADVISORS 1226 - 2024-03-31 44,882 $821,000 2,742
   Colonial Trust Co / SC 115 - 2024-03-31 44,150 $808,000 22,250
   STEPHENS INC /AR/ 645 - 2024-03-31 42,681 $781,000 8,944
   Red Spruce Capital LLC 75 - 2024-03-31 38,701 $708,000 12,938
   Kohmann Bosshard Financial Services LLC 100 - 2024-03-31 32,772 $600,000 7,795
   COLONIAL ASSET MANAGEMENT, INC. 124 - 2024-03-31 32,225 $590,000 13,325
   H D Vest Advisory Services 965 - 2024-03-31 31,776 $582,000 8,836
   Independence Bank of Kentucky 138 - 2024-03-31 31,288 $573,000 11,369
   Cetera Investment Advisers 1172 - 2024-03-31 29,222 $535,000 2,751
   TLWM 63 - 2024-03-31 27,154 $497,000 10,000
   FTB Advisors Inc. 334 - 2024-03-31 26,183 $479,000 6,040
   Strategic Financial Concepts LLC 167 - 2024-03-31 25,805 $472,000 5,076
   HIGHTOWER ADVISORS, LLC 2294 - 2024-03-31 25,253 $461,000 1,775
   MULTIFINANCIAL SECURITIES CORP 1763 - 2024-03-31 21,152 $387,000 3,016
   Redwood Financial Network Corp 97 - 2024-03-31 20,033 $367,000 4,044
   FINANCIAL NETWORK 2177 - 2024-03-31 18,654 $341,000 3,513
   HB Wealth Management LLC 627 - 2024-03-31 18,002 $329,000 954
   Integrated Wealth Concepts LLC 1326 - 2024-03-31 15,631 $286,000 4,168
   COMERICA BANK 2202 - 2024-03-31 13,616 $249,000 9,854
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2879 - 2024-03-31 12,750 $233,000 2,209
   ADVISORY SERVICES NETWORK, LLC 1329 - 2024-03-31 11,227 $205,000 10,895
   BENJAMIN F. EDWARDS & COMPANY INC. 958 - 2024-03-31 8,893 $163,000 192
   Davis Capital Management 79 - 2024-03-31 7,942 $145,000 670
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1683 - 2024-03-31 7,512 $137,000 4,525
   First Command Advisory Services Inc. 183 - 2024-03-31 7,020 $128,000 153
   First Command Bank 172 - 2023-06-30 6,865 $123,000 89
   First Command Financial Services Inc. 172 - 2023-06-30 6,865 $123,000 89
   US BANCORP 2337 - 2024-03-31 5,700 $104,000 2,346
   MARQUETTE ASSET MANAGEMENT INC. 127 - 2024-03-31 4,185 $77,000 16
   HARBOUR INVESTMENTS INC. 1761 - 2023-12-31 1,370 $25,000 14
   Householder Group Estate & Retirement Specialist L 941 - 2024-03-31 246 $5,000 2
  85 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us