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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
   CONFLUENCE INVESTMENT MANAGEMENT LLC 118 - 2024-03-31 235,096 $5,540,000 -3,352
   Resonant Capital Advisors LLC 100 - 2024-03-31 89,676 $2,113,000 -344
   PFS INVESTMENTS INC. 331 - 2023-06-30 79,256 $1,863,000 -3,880
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 844 - 2024-03-31 72,310 $1,704,000 -3,750
   Garrett Investment Advisors LLC 117 - 2024-03-31 68,882 $1,623,000 -29,535
   PAX Financial Group LLC 91 - 2024-03-31 43,682 $1,029,000 -3,398
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 313 - 2024-03-31 31,885 $751,000 -1,900
   Key Financial Inc 99 - 2024-03-31 30,513 $719,000 -38,600
   BENJAMIN F. EDWARDS & COMPANY INC. 626 - 2024-03-31 24,390 $575,000 -41
   CAPTRUST FINANCIAL ADVISORS 1459 - 2024-03-31 22,223 $524,000 -6,067
   Venture Visionary Partners LLC 360 - 2024-03-31 21,952 $517,000 -12,697
   Sterling Financial Group Inc. 43 - 2024-03-31 17,960 $423,000 -12,997
   Davis Capital Management 62 - 2024-03-31 16,157 $381,000 -140
   Equitable Holdings Inc. 1039 - 2024-03-31 9,764 $230,000 -11,083
   Latitude Advisors LLC 166 - 2024-03-31 8,986 $212,000 -63
   OLD SECOND NATIONAL BANK OF AURORA 133 - 2024-03-31 7,877 $186,000 -777
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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