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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
   LEGACY PRIVATE TRUST CO. 123 - 2024-03-31 69,299 $1,633,000 0
   SAVANT CAPITAL MANAGEMENT INC 622 - 2024-03-31 32,303 $761,000 0
   BROWN ADVISORY HOLDINGS INC 891 - 2024-03-31 25,976 $612,000 0
   Royal Harbor Partners LLC 38 - 2024-03-31 19,739 $465,000 0
   PRIVATE TRUST CO NA 402 - 2024-03-31 18,775 $442,000 0
   Cooksen Wealth LLC 39 - 2024-03-31 14,776 $348,000 0
   Bill Few Associates Inc. 125 - 2024-03-31 13,197 $311,000 0
   Horizons Wealth Management 51 - 2024-03-31 12,838 $305,000 0
   Masso Torrence Wealth Management Inc. 75 - 2024-03-31 12,378 $292,000 0
   Levy Wealth Management Group LLC 81 - 2024-03-31 12,259 $291,000 0
   Foundry Financial Group Inc. 42 - 2024-03-31 11,300 $266,000 0
   Kohmann Bosshard Financial Services LLC 177 - 2024-03-31 10,302 $243,000 0
   MIDLAND WEALTH ADVISORS LLC 179 - 2024-03-31 9,773 $230,000 0
   Capital Analysts Inc. 537 - 2024-03-31 4,470 $105,000 0
   CWM LLC 2544 - 2024-03-31 1,389 $33,000 0
   AdvisorNet Financial Inc 1171 - 2024-03-31 604 $14,000 0
   PROEQUITIES INC. 8652 - 2024-03-31 0 $0 0
  17 Records found
  1    
  Page 1 of 1
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