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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
   WELLS FARGO & CO/MN 1494 - 2024-03-31 454,305 $10,706,000 61,384
   MORGAN STANLEY 3268 - 2024-03-31 446,160 $10,514,000 318,322
   LPL FINANCIAL CORP 1561 - 2024-03-31 291,334 $6,865,000 25,147
   COMMONWEALTH EQUITY SERVICES LLC. 1090 - 2024-03-31 237,219 $5,590,000 13,722
   INVESCO LTD 2165 - 2024-03-31 217,817 $5,133,000 27,302
   BANK OF AMERICA CORP /DE/ 3204 - 2024-03-31 153,339 $3,613,000 33,019
   RAYMOND JAMES & ASSOCIATES 1828 - 2024-03-31 143,069 $3,371,000 5,774
   OneAscent Financial Services LLC 52 - 2024-03-31 126,418 $2,979,000 1,266
   Goss Wealth Management LLC 550 - 2024-03-31 122,567 $2,888,000 2,223
   ENVESTNET ASSET MANAGEMENT INC 2409 - 2024-03-31 109,012 $2,569,000 20,108
   UBS Group AG 2774 - 2024-03-31 106,375 $2,507,000 1,721
   Asset Dedication LLC 105 - 2024-03-31 89,812 $2,115,000 4,462
   JANE STREET GROUP LLC 2238 - 2024-03-31 85,725 $2,020,000 11,599
   ATRIA INVESTMENTS LLC 677 - 2024-03-31 79,928 $1,884,000 4,919
   COLONY GROUP, LLC 498 - 2024-03-31 79,439 $1,872,000 26,757
   Union Bankshares Corp 144 - 2024-03-31 65,903 $1,553,000 3,789
   Advisor Group Holdings Inc. 1969 - 2024-03-31 60,896 $1,435,000 5,113
   MARINER WEALTH ADVISORS, LLC 1324 - 2024-03-31 56,200 $1,324,000 5,099
   Integrated Wealth Concepts LLC 660 - 2024-03-31 53,959 $1,272,000 22,239
   PNC FINANCIAL SERVICES GROUP INC 1062 - 2024-03-31 53,566 $1,262,000 12,409
   PRECEDENT WEALTH PARTNERS LLC 51 - 2024-03-31 45,773 $1,079,000 11,110
   Private Advisor Group LLC 1160 - 2024-03-31 42,158 $993,000 15,622
   Astoria Portfolio Advisors LLC. 56 - 2024-03-31 36,862 $866,000 471
   WESPAC ADVISORS, LLC 76 - 2024-03-31 35,000 $825,000 9,442
   Cornerstone Wealth Management LLC 234 - 2024-03-31 34,779 $820,000 487
   COLONY GROUP LLC 466 - 2023-09-30 34,131 $785,000 403
   MML INVESTORS SERVICES LLC 1571 - 2024-03-31 31,927 $752,000 6,482
   Paulson Wealth Management Inc. 62 - 2024-03-31 27,660 $652,000 2,267
   Beacon Pointe Advisors LLC 823 - 2024-03-31 26,661 $628,000 2,535
   Fortress Wealth Management Inc. 46 - 2024-03-31 25,749 $607,000 166
   Lido Advisors LLC 752 - 2024-03-31 25,320 $597,000 6,034
   ROYAL BANK OF CANADA 3366 - 2024-03-31 24,409 $575,000 5,151
   S.C. Financial Services Inc. 35 - 2022-12-31 24,052 $565,000 7,844
   TLWM 58 - 2024-03-31 23,934 $564,000 731
   SENTINEL PENSION ADVISORS INC 62 - 2024-03-31 22,932 $540,000 5,227
   AA Financial Advisors LLC 98 - 2024-03-31 18,949 $447,000 2,531
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2613 - 2024-03-31 17,761 $419,000 2,237
   DENVER WEALTH MANAGEMENT INC. 61 - 2024-03-31 13,620 $321,000 331
   STIFEL FINANCIAL CORP 2874 - 2024-03-31 13,339 $314,000 1,478
   Nelson Van Denburg & Campbell Wealth Management Gr 587 - 2024-03-31 12,657 $298,000 569
   HIGHTOWER ADVISORS, LLC 2698 - 2024-03-31 11,706 $275,000 11,706
   Addison Advisors LLC 148 - 2024-03-31 11,515 $271,000 620
   Heritage Trust Co 252 - 2024-03-31 10,901 $257,000 400
   MONECO Advisors LLC 366 - 2024-03-31 9,945 $234,000 1,026
   We Are One Seven LLC 822 - 2024-03-31 8,979 $212,000 8,979
   WEBSTER BANK 210 - 2024-03-31 8,810 $208,000 1,545
   COMERICA BANK 2295 - 2024-03-31 8,468 $200,000 7,748
   IFP Advisors Inc 1578 - 2023-12-31 1,748 $42,000 11
  48 Records found
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