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Get Institutions for : 
Invesco Bulletshares 2025 Municipal Bond Etf (BSMP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 92    10
Total shares held : 
 5,546,917  
% of shares held : 
 61.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 441,145  
% of shares held change : 
   4.9%  
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 :
14
 519,964
 9.37%
 
Increased Positions :
37
 512,641
 9.24%
 
Unchanged Positions :
19
 345,820
 6.23%
 
Decreased Positions :
22
-368,961
-6.65%
 
Closed Positions :
4
-222,499
-4.01%
 
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
   LPL FINANCIAL CORP 1490 - 2024-03-31 313,868 $7,640,000 -47,342
   CONFLUENCE INVESTMENT MANAGEMENT LLC 119 - 2024-03-31 226,441 $5,512,000 -3,011
   UBS Group AG 2241 - 2024-03-31 192,945 $4,696,000 -52,343
   Resonant Capital Advisors LLC 103 - 2024-03-31 84,709 $2,062,000 -332
   Garrett Investment Advisors LLC 113 - 2024-03-31 71,850 $1,749,000 -28,367
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 232 - 2024-03-31 69,955 $1,703,000 -6,900
   SAVANT CAPITAL MANAGEMENT INC 427 - 2024-03-31 61,458 $1,496,000 -450
   DENVER WEALTH MANAGEMENT INC. 25 - 2024-03-31 54,086 $1,316,000 -1,694
   HIGHTOWER ADVISORS, LLC 1703 - 2024-03-31 46,880 $1,140,000 -1,123
   Equitable Holdings Inc. 595 - 2024-03-31 44,776 $1,090,000 -13,442
   PAX Financial Group LLC 90 - 2024-03-31 42,474 $1,034,000 -3,191
   Key Financial Inc 82 - 2024-03-31 36,069 $878,000 -35,116
   Cornerstone Wealth Management LLC 250 - 2024-03-31 30,063 $732,000 -1,758
   CAPTRUST FINANCIAL ADVISORS 1359 - 2024-03-31 26,101 $635,000 -13,081
   Farther Finance Advisors LLC 362 - 2024-03-31 23,366 $568,000 -1,914
   Sterling Financial Group Inc. 42 - 2024-03-31 17,367 $423,000 -12,641
   BENJAMIN F. EDWARDS & COMPANY INC. 712 - 2024-03-31 15,689 $382,000 -4,214
   IFP Advisors Inc 773 - 2023-12-31 11,673 $286,000 -1,807
   Foundry Financial Group Inc. 43 - 2024-03-31 10,900 $265,000 -6,378
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2824 - 2024-03-31 10,322 $251,000 -4,085
   J P MORGAN CHASE & CO 4147 - 2024-03-31 9,342 $227,000 -47,511
   Claro Advisors LLC 379 - 2024-03-31 8,854 $216,000 -3,492
   MONECO Advisors LLC 390 - 2024-03-31 8,536 $208,000 -1,160
   COMERICA BANK 2647 - 2024-03-31 2,812 $68,000 -28
   Tyler-Stone Wealth Management 634 - 2024-03-31 425 $10,000 -4,089
  25 Records found
  1    
  Page 1 of 1
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