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Get Institutions for : 
Invesco Bulletshares 2031 Corporate Bond Etf (BSCV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    17
Total shares held : 
 14,932,088  
% of shares held : 
 94.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 5,340,734  
% of shares held change : 
   33.91%  
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 :
22
 2,528,957
 16.94%
 
Increased Positions :
32
 3,092,760
 20.71%
 
Unchanged Positions :
8
 92,204
 0.62%
 
Decreased Positions :
7
-31,075
-0.21%
 
Closed Positions :
5
-249,908
-1.67%
 
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
   MORGAN STANLEY 1667 - 2024-03-31 3,422,005 $55,163,000 721,043
   EASTERN BANK 24 - 2024-03-31 1,847,835 $29,787,000 180,783
   Aptus Capital Advisors LLC 45 - 2024-03-31 1,331,947 $21,471,000 178,567
   WELLS FARGO & CO/MN 1117 - 2024-03-31 1,238,605 $19,966,000 206,577
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 544 - 2024-03-31 1,117,837 $18,020,000 93,860
   LPL FINANCIAL CORP 991 - 2024-03-31 1,099,219 $17,719,000 743,604
   Motley Fool Wealth Management LLC 44 - 2024-03-31 877,044 $14,138,000 44,410
   UBS Group AG 1539 - 2024-03-31 691,349 $11,145,000 369,773
   Union Bankshares Corp 21 - 2024-03-31 686,889 $11,073,000 120,827
   COOKSON PEIRCE & CO INC 52 - 2024-03-31 581,611 $9,376,000 45,423
   BANK OF AMERICA CORP /DE/ 2704 - 2024-03-31 445,783 $7,186,000 45,423
   Vishria Bird Financial Group LLC 19 - 2024-03-31 291,001 $4,691,000 1,287
   Advisor Group Holdings Inc. 1095 - 2024-03-31 282,069 $4,547,000 19,238
   RAYMOND JAMES & ASSOCIATES 1795 - 2024-03-31 220,526 $3,555,000 59,567
   JANNEY MONTGOMERY SCOTT LLC 908 - 2024-03-31 210,391 $3,392,000 13,548
   ROYAL BANK OF CANADA 2175 - 2024-03-31 207,671 $3,347,000 69,849
   Addison Advisors LLC 27 - 2024-03-31 172,306 $2,778,000 23,663
   EXCHANGE CAPITAL MANAGEMENT INC 80 - 2024-03-31 144,379 $2,327,000 47,753
   Asset Dedication LLC 106 - 2024-03-31 130,333 $2,102,000 18,324
   BCS Wealth Management 46 - 2024-03-31 111,211 $1,793,000 28,062
   NOVARE CAPITAL MANAGEMENT LLC 93 - 2024-03-31 106,289 $1,713,000 19,980
   G2 CAPITAL MANAGEMENT LLC / OH 26 - 2024-03-31 81,075 $1,307,000 933
   SAWGRASS ASSET MANAGEMENT LLC 95 - 2024-03-31 78,161 $1,260,000 43,777
   Kestra Advisory Services LLC 1118 - 2024-03-31 75,802 $1,222,000 6,403
   TLWM 34 - 2024-03-31 70,556 $1,137,000 13,000
   ENVESTNET ASSET MANAGEMENT INC 2990 - 2024-03-31 63,799 $1,028,000 8,058
   BUTENSKY & COHEN FINANCIAL SECURITY INC 78 - 2024-03-31 62,767 $1,012,000 3,153
   Ellevest Inc. 105 - 2024-03-31 58,469 $943,000 10,236
   COMMONWEALTH EQUITY SERVICES LLC. 2333 - 2024-03-31 53,562 $863,000 7,003
   MML INVESTORS SERVICES LLC 1495 - 2024-03-31 52,973 $854,000 5,607
   MULTIFINANCIAL SECURITIES CORP 1270 - 2024-03-31 49,870 $804,000 28,897
   CITADEL ADVISORS LLC 3524 - 2024-03-31 38,042 $613,000 38,042
   Independence Bank of Kentucky 136 - 2024-03-31 36,003 $580,000 14,149
   STEPHENS INC /AR/ 820 - 2024-03-31 29,987 $483,000 17,369
   Strategic Financial Concepts LLC 169 - 2024-03-31 29,297 $472,000 5,937
   Colonial Trust Co / SC 156 - 2024-03-31 28,750 $463,000 13,750
   CAPTRUST FINANCIAL ADVISORS 1533 - 2024-03-31 27,873 $449,000 201
   Goepper Burkhardt LLC 51 - 2024-03-31 28,000 $445,000 11,700
   Sterling Financial Group Inc. 41 - 2024-03-31 27,137 $437,000 9,174
   Kohmann Bosshard Financial Services LLC 132 - 2024-03-31 24,461 $394,000 11,750
   Integrated Wealth Concepts LLC 1296 - 2024-03-31 18,837 $304,000 5,824
   SIGMA INVESTMENT COUNSELORS INC 168 - 2024-03-31 16,948 $273,000 1,525
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3006 - 2024-03-31 12,245 $197,000 188
   Ironwood Wealth Management llc 141 - 2024-03-31 11,505 $185,000 500
   First Command Advisory Services Inc. 158 - 2024-03-31 11,128 $179,000 3,371
   BENJAMIN F. EDWARDS & COMPANY INC. 982 - 2024-03-31 9,213 $149,000 724
   First Command Financial Services Inc. 173 - 2023-06-30 7,640 $122,000 102
   First Command Bank 173 - 2023-06-30 7,640 $122,000 102
   US BANCORP 2356 - 2024-03-31 6,257 $101,000 2,375
   Capital Analysts Inc. 565 - 2024-03-31 5,507 $89,000 49
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1977 - 2024-03-31 3,814 $61,000 3,136
   Davis Capital Management 143 - 2024-03-31 2,435 $39,000 2,340
   SUMMIT INVESTMENT ADVISORS INC 2477 - 2024-03-31 1,513 $24,000 14
   Householder Group Estate & Retirement Specialist L 747 - 2024-03-31 859 $14,000 30
  54 Records found
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