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Get Institutions for : 
Invesco Bulletshares 2027 Corp Bond ETF (BSCR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 233    22
Total shares held : 
 54,477,362  
% of shares held : 
 47.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 10,653,348  
% of shares held change : 
   9.35%  
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 :
34
 3,251,475
 5.97%
 
Increased Positions :
125
 9,767,522
 17.93%
 
Unchanged Positions :
30
 546,370
 1%
 
Decreased Positions :
44
-1,768,720
-3.25%
 
Closed Positions :
12
-596,929
-1.1%
 
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
   Brookstone Capital Management 41 - 2024-03-31 1,644,324 $31,719,000 -129,293
   Motley Fool Wealth Management LLC 41 - 2024-03-31 743,502 $14,342,000 -359,496
   TRUENORTH, INC. 3 - 2024-03-31 570,410 $11,003,000 -52,674
   Lido Advisors LLC 162 - 2024-03-31 496,098 $9,570,000 -19,955
   COLONY GROUP LLC 147 - 2023-09-30 489,883 $9,180,000 -17,980
   Ironwood Wealth Management llc 11 - 2024-03-31 438,178 $8,452,000 -49,338
   Sargent Bickham Lagudis LLC 40 - 2022-12-31 344,985 $6,553,000 -14,638
   Good Life Advisors LLC 36 - 2024-03-31 330,667 $6,379,000 -19,323
   HIGHTOWER ADVISORS, LLC 863 - 2024-03-31 325,659 $6,275,000 -184,094
   Trilogy Capital Inc. 74 - 2024-03-31 248,796 $4,799,000 -15,170
   LEGACY PRIVATE TRUST CO. 71 - 2024-03-31 213,679 $4,122,000 -279,743
   Matthew Goff Investment Advisor LLC 36 - 2024-03-31 167,518 $3,231,000 -886
   EP WEALTH ADVISORS, INC. 224 - 2024-03-31 149,757 $2,889,000 -294
   KIRR MARBACH & CO LLC /IN/ 34 - 2024-03-31 136,599 $2,635,000 -24,041
   EMPIRICAL FINANCIAL SERVICES, LLC 161 - 2024-03-31 124,727 $2,406,000 -49
   FINANCIAL ADVISORY GROUP 35 - 2024-03-31 103,199 $1,991,000 -1,403
   Altus Wealth Group LLC 36 - 2024-03-31 75,147 $1,450,000 -6,592
   SAWGRASS ASSET MANAGEMENT LLC 89 - 2024-03-31 73,634 $1,420,000 -1,068
   WOODMONT INVESTMENT COUNSEL LLC 113 - 2024-03-31 72,718 $1,403,000 -446
   DENVER WEALTH MANAGEMENT INC. 24 - 2024-03-31 69,687 $1,344,000 -74,699
   Baird Financial Group Inc. 1070 - 2024-03-31 68,436 $1,320,000 -16,756
   SEGMENT WEALTH MANAGEMENT, LLC 131 - 2024-03-31 64,345 $1,241,000 -890
   PROSPERA FINANCIAL SERVICES 433 - 2023-12-31 58,866 $1,145,000 -3,155
   Kohmann Bosshard Financial Services LLC 77 - 2024-03-31 53,617 $1,034,000 -2
   IHT Wealth Management LLC 450 - 2024-03-31 47,723 $921,000 -2,356
   Apella Capital LLC 145 - 2024-03-31 46,647 $897,000 -1,861
   Sterling Financial Group Inc. 29 - 2024-03-31 44,341 $855,000 -587,081
   Capital Investment Advisors LLC 347 - 2024-03-31 33,911 $654,000 -2,153
   Insight Wealth Partners LLC 48 - 2024-03-31 33,238 $641,000 -1,412
   Onyx Bridge Wealth Group LLC 124 - 2024-03-31 32,905 $627,000 -2,806
   Virginia National Bank 16 - 2023-09-30 31,810 $596,000 -10,090
   SIGMA INVESTMENT COUNSELORS INC 124 - 2024-03-31 25,037 $483,000 -1,700
   Kingsview Wealth Management LLC 675 - 2024-03-31 24,490 $472,000 -366
   MIDLAND WEALTH ADVISORS LLC 147 - 2024-03-31 23,200 $448,000 -18,264
   Delta Financial Group Inc. 145 - 2024-03-31 20,239 $390,000 -143
   EQIS CAPITAL MANAGEMENT, INC. 522 - 2024-03-31 19,266 $372,000 -17,024
   Resources Investment Advisors Inc. 839 - 2024-03-31 19,178 $370,000 -6,363
   SAVANT CAPITAL MANAGEMENT INC 848 - 2024-03-31 18,043 $348,000 -792
   Beacon Pointe Advisors LLC 1115 - 2024-03-31 14,374 $277,000 -3,634
   OPPENHEIMER & CO INC 1268 - 2024-03-31 12,416 $240,000 -317
   YHB INVESTMENT ADVISORS, INC. 257 - 2024-03-31 11,736 $226,000 -175
   IOWA STATE BANK 103 - 2024-03-31 11,156 $215,000 -1,374
   First Command Financial Services Inc. 129 - 2023-06-30 11,182 $213,000 -16
   First Command Bank 129 - 2023-06-30 11,182 $213,000 -16
   MONTAG A & ASSOCIATES INC 433 - 2024-03-31 8,534 $165,000 -225
   VIGILANT CAPITAL MANAGEMENT LLC 164 - 2023-06-30 8,480 $161,000 -1,257
   FinTrust Capital Advisors LLC 356 - 2024-03-31 6,054 $117,000 -198
   SUMMIT INVESTMENT ADVISORS INC 1796 - 2024-03-31 4,666 $90,000 -1,364
   Householder Group Estate & Retirement Specialist L 424 - 2024-03-31 3,523 $68,000 -49
   Impact Partnership Wealth LLC 483 - 2024-03-31 311 $6,000 -2,738
   FMR LLC 4876 - 2024-03-31 19 $0 -2,121
  51 Records found
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