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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    8
Total shares held : 
 1,209,951  
% of shares held : 
 13.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 205,836  
% of shares held change : 
   2.29%  
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 :
9
 169,523
 14.01%
 
Increased Positions :
14
 148,607
 12.28%
 
Unchanged Positions :
5
 92,861
 7.67%
 
Decreased Positions :
5
-110,295
-9.12%
 
Closed Positions :
1
-1,999
-0.17%
 
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
   CONFLUENCE INVESTMENT MANAGEMENT LLC 115 - 2024-03-31 285,757 $6,089,000 271,140
   Envision Financial Planning LLC 7 - 2024-03-31 183,976 $3,921,000 15,984
   LPL FINANCIAL CORP 2220 - 2024-03-31 130,605 $2,783,000 82,000
   JANE STREET GROUP LLC 1976 - 2024-03-31 118,981 $2,535,000 56,715
   Kestra Advisory Services LLC 1109 - 2024-03-31 58,128 $1,239,000 3,888
   PRECEDENT WEALTH PARTNERS LLC 55 - 2024-03-31 48,680 $1,037,000 11,056
   Sterling Financial Group Inc. 26 - 2024-03-31 47,790 $1,018,000 17,118
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2346 - 2024-03-31 28,783 $613,000 17,466
   COMMONWEALTH EQUITY SERVICES LLC. 2656 - 2024-03-31 27,631 $589,000 2,496
   ENVESTNET ASSET MANAGEMENT INC 3320 - 2024-03-31 27,007 $576,000 9,407
   MORGAN STANLEY 5161 - 2024-03-31 21,917 $467,000 6,362
   Addison Advisors LLC 117 - 2024-03-31 19,330 $412,000 3,180
   Advisor Group Holdings Inc. 3135 - 2024-03-31 17,829 $380,000 4,075
   Integrated Wealth Concepts LLC 1187 - 2024-03-31 17,285 $368,000 1,185
   Beacon Pointe Advisors LLC 1049 - 2024-03-31 15,912 $339,000 577
   STIFEL FINANCIAL CORP 2912 - 2024-03-31 13,848 $295,000 111
   Asset Dedication LLC 286 - 2024-03-31 10,868 $231,000 2,757
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1566 - 2024-03-31 8,645 $184,000 217
   ROYAL BANK OF CANADA 4293 - 2024-03-31 7,563 $161,000 195
  19 Records found
  1    
  Page 1 of 1
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