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Get Institutions for : 
Invesco Bulletshares 2029 Municipal Bond Etf (BSMT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    6
Total shares held : 
 1,766,258  
% of shares held : 
 19.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 233,273  
% of shares held change : 
   2.59%  
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 :
8
 134,511
 7.62%
 
Increased Positions :
20
 344,440
 19.5%
 
Unchanged Positions :
12
 152,369
 8.63%
 
Decreased Positions :
5
-124,503
-7.05%
 
Closed Positions :
2
-121,175
-6.86%
 
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
   WELLS FARGO & CO/MN 1506 - 2024-03-31 453,565 $10,541,000 167,676
   HILLSTRUST 48 - 2024-03-31 236,747 $5,502,000 532
   JANE STREET GROUP LLC 1543 - 2024-03-31 162,382 $3,774,000 162,382
   CONFLUENCE INVESTMENT MANAGEMENT LLC 159 - 2024-03-31 125,525 $2,917,000 112,180
   MORGAN STANLEY 4256 - 2024-03-31 117,661 $2,734,000 6,511
   INVESCO LTD 2488 - 2024-03-31 102,986 $2,393,000 12,597
   Key Financial Inc 38 - 2024-03-31 92,172 $2,142,000 11,433
   Sterling Financial Group Inc. 14 - 2024-03-31 86,634 $2,013,000 58,551
   BANK OF AMERICA CORP /DE/ 3661 - 2024-03-31 78,583 $1,826,000 36,088
   LPL FINANCIAL CORP 2603 - 2024-03-31 75,472 $1,754,000 2,320
   Union Bankshares Corp 145 - 2024-03-31 66,237 $1,539,000 3,629
   PRECEDENT WEALTH PARTNERS LLC 41 - 2024-03-31 50,131 $1,165,000 11,080
   UBS Group AG 3457 - 2024-03-31 48,144 $1,119,000 1,363
   Nelson Van Denburg & Campbell Wealth Management Gr 314 - 2024-03-31 37,789 $878,000 9,869
   ENVESTNET ASSET MANAGEMENT INC 3108 - 2024-03-31 36,590 $850,000 3,778
   COMMONWEALTH EQUITY SERVICES LLC. 2400 - 2024-03-31 33,783 $785,000 2,299
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2206 - 2024-03-31 33,037 $768,000 16,531
   Asset Dedication LLC 196 - 2024-03-31 30,578 $711,000 2,305
   CAPTRUST FINANCIAL ADVISORS 1398 - 2024-03-31 25,297 $588,000 1,931
   Integrated Wealth Concepts LLC 1067 - 2024-03-31 19,969 $464,000 4,573
   Addison Advisors LLC 108 - 2024-03-31 19,660 $457,000 6,405
   Beacon Pointe Advisors LLC 998 - 2024-03-31 16,430 $382,000 959
   ROYAL BANK OF CANADA 3656 - 2024-03-31 15,844 $368,000 5,703
   RAYMOND JAMES & ASSOCIATES 3371 - 2024-03-31 11,771 $274,000 2,877
   TLWM 68 - 2024-03-31 11,349 $264,000 627
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1570 - 2024-03-31 7,887 $183,000 199
   Steward Partners Investment Advisory LLC 1545 - 2024-03-31 6,679 $155,000 5,979
   COMERICA BANK 2489 - 2024-03-31 4,911 $114,000 3,612
  28 Records found
  1    
  Page 1 of 1
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