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Get Institutions for : 
Invesco Bulletshares 2029 Municipal Bond Etf (BSMT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    6
Total shares held : 
1,766,258  
% of shares held : 
19.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  21  
Amount of shares held : 
233,273  
% of shares held change : 
  2.59%  
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 :
8
 134,511
 7.62%
 
Increased Positions :
20
 344,440
 19.5%
 
Unchanged Positions :
12
 152,369
 8.63%
 
Decreased Positions :
5
-124,503
-7.05%
 
Closed Positions :
2
-121,175
-6.86%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Garrett Investment Advisors LLC 123 - 2024-03-31 63,927 $1,486,000 -31,059
   Kestra Advisory Services LLC 1048 - 2024-03-31 58,645 $1,363,000 -3,750
   Equitable Holdings Inc. 672 - 2024-03-31 34,070 $792,000 -2,962
   Advisor Group Holdings Inc. 2711 - 2024-03-31 27,849 $647,000 -1,753
   FF AdvisorsLLC 57 - 2024-03-31 20,575 $478,000 -985
   DAVIDSON D A & CO 1165 - 2024-03-31 13,107 $305,000 -46,300
   MML INVESTORS SERVICES LLC 2165 - 2024-03-31 11,645 $271,000 -72

  7 Records found
  1    
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