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Get Institutions for : 
Invesco Bulletshares 2030 Corporate Bond Etf (BSCU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    22
Total shares held : 
 22,300,576  
% of shares held : 
 17.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   51  
Amount of shares held : 
 8,956,025  
% of shares held change : 
   6.89%  
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 :
26
 1,763,471
 7.91%
 
Increased Positions :
45
 7,691,217
 34.49%
 
Unchanged Positions :
10
 73,207
 0.33%
 
Decreased Positions :
16
-461,853
-2.07%
 
Closed Positions :
4
-36,810
-0.17%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1967 - 2024-03-31 2,410,903 $39,515,000 463,203
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 22 - 2024-03-31 2,358,486 $38,656,000 941,535
   WELLS FARGO & CO/MN 841 - 2024-03-31 2,188,164 $35,864,000 158,307
   EASTERN BANK 22 - 2024-03-31 1,854,057 $30,388,000 143,386
   Aptus Capital Advisors LLC 31 - 2024-03-31 1,823,858 $29,893,000 238,689
   LPL FINANCIAL CORP 764 - 2024-03-31 1,793,241 $29,391,000 361,394
   TLWM 7 - 2024-03-31 1,373,567 $22,513,000 104,549
   HENGEHOLD CAPITAL MANAGEMENT LLC 12 - 2024-03-31 1,119,848 $18,354,000 1,104,478
   Union Bankshares Corp 13 - 2024-03-31 988,497 $16,201,000 169,164
   ENVESTNET ASSET MANAGEMENT INC 1241 - 2024-03-31 958,611 $15,712,000 555,764
   Motley Fool Wealth Management LLC 43 - 2024-03-31 865,227 $14,181,000 44,284
   RAYMOND JAMES & ASSOCIATES 1014 - 2024-03-31 793,283 $13,002,000 488,306
   UBS Group AG 1463 - 2024-03-31 761,126 $12,475,000 407,494
   BANK OF AMERICA CORP /DE/ 2293 - 2024-03-31 759,716 $12,452,000 34,771
   JANNEY MONTGOMERY SCOTT LLC 472 - 2024-03-31 735,291 $12,051,000 110,500
   CWM LLC 265 *New 2024-03-31 725,903 $11,898,000 725,903
   ROYAL BANK OF CANADA 1410 - 2024-03-31 707,659 $11,599,000 420,258
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 744 - 2024-03-31 688,559 $11,285,000 211,466
   INVESCO LTD 1775 - 2024-03-31 622,976 $10,211,000 21,668
   COOKSON PEIRCE & CO INC 54 - 2024-03-31 571,206 $9,362,000 44,943
   JANE STREET GROUP LLC 926 - 2024-03-31 501,477 $8,219,000 -8,686
   Asset Dedication LLC 42 - 2024-03-31 398,588 $6,516,000 130,393
   BB&T CORP 808 - 2024-03-31 371,479 $6,089,000 8,999
   Marietta Wealth Management LLC 44 - 2024-03-31 352,545 $5,778,000 25,399
   NorthCrest Asset Manangement LLC 141 - 2024-03-31 305,910 $5,014,000 8,520
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 832 - 2024-03-31 259,861 $4,259,000 65,902
   LEGACY PRIVATE TRUST CO. 68 - 2024-03-31 255,921 $4,195,000 -266,432
   COUNTRY CLUB BANK /GFN 87 - 2024-03-31 255,255 $4,184,000 -5,429
   Advisor Group Holdings Inc. 1322 - 2024-03-31 203,703 $3,339,000 83,416
   Goepper Burkhardt LLC 19 - 2024-03-31 187,700 $3,037,000 55,150
   Addison Advisors LLC 30 - 2024-03-31 159,653 $2,617,000 26,523
   NOVARE CAPITAL MANAGEMENT LLC 82 - 2024-03-31 158,774 $2,602,000 14,829
   EMPIRICAL FINANCIAL SERVICES, LLC 168 - 2024-03-31 134,282 $2,201,000 38,336
   Secure Asset Management LLC 43 - 2024-03-31 129,869 $2,129,000 13,139
   MML INVESTORS SERVICES LLC 1024 - 2024-03-31 128,114 $2,100,000 70,634
   Private Advisor Group LLC 974 *New 2024-03-31 88,729 $1,454,000 88,729
   G2 CAPITAL MANAGEMENT LLC / OH 25 - 2024-03-31 85,383 $1,399,000 914
   SAWGRASS ASSET MANAGEMENT LLC 90 - 2024-03-31 85,024 $1,394,000 28,720
   MONECO Advisors LLC 116 - 2024-03-31 82,300 $1,349,000 57,009
   Smartleaf Asset Management LLC 76 *New 2024-03-31 80,541 $1,342,000 80,541
   EXCHANGE CAPITAL MANAGEMENT INC 106 - 2024-03-31 80,434 $1,318,000 59,326
   Straight Path Wealth Management 20 - 2024-03-31 76,980 $1,262,000 53,301
   STIFEL FINANCIAL CORP 2063 - 2024-03-31 72,994 $1,196,000 18,825
   BUTENSKY & COHEN FINANCIAL SECURITY INC 73 - 2024-03-31 68,978 $1,131,000 2,078
   COMMONWEALTH EQUITY SERVICES LLC. 2133 - 2024-03-31 68,767 $1,127,000 8,838
   Horizons Wealth Management 24 - 2024-03-31 63,345 $1,054,000 0
   Equitable Holdings Inc. 602 - 2024-03-31 64,049 $1,050,000 2,542
   BCS Wealth Management 74 - 2024-03-31 62,335 $1,022,000 15,375
   Ellevest Inc. 103 - 2024-03-31 58,309 $956,000 9,886
   Sigma Planning Corp 519 - 2024-03-31 57,765 $947,000 34,670
   Ironwood Wealth Management llc 70 - 2024-03-31 57,787 $947,000 205
   AMERIPRISE FINANCIAL INC 3130 - 2024-03-31 54,737 $897,000 12,722
   TIMBER CREEK CAPITAL MANAGEMENT LLC 64 - 2024-03-31 49,717 $815,000 1,501
   DOVER ADVISORS LLC 60 *New 2024-03-31 49,099 $805,000 49,099
   MULTIFINANCIAL SECURITIES CORP 1271 - 2024-03-31 49,011 $803,000 28,392
   NBC SECURITIES INC. 311 *New 2024-03-31 45,594 $747,000 45,594
   Masso Torrence Wealth Management Inc. 45 - 2024-03-31 45,304 $743,000 5,711
   FINANCIAL ADVISORY GROUP 52 - 2024-03-31 43,545 $714,000 20,793
   Forefront Analytics LLC 42 - 2024-03-31 37,832 $620,000 -6,199
   STEPHENS INC /AR/ 731 - 2024-03-31 37,384 $613,000 19,274
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1172 - 2024-03-31 36,698 $601,000 33,362
   Colonial Trust Co / SC 139 - 2024-03-31 34,250 $561,000 18,750
   Independence Bank of Kentucky 143 - 2024-03-31 34,171 $560,000 12,700
   Baird Financial Group Inc. 1348 *New 2024-03-31 33,829 $554,000 33,829
   TCG Advisory Services LLC 262 *New 2024-03-31 32,745 $537,000 32,745
   COMERICA BANK 1842 - 2024-03-31 32,625 $535,000 10,276
   SFE INVESTMENT COUNSEL 96 *New 2024-03-31 29,988 $492,000 29,988
   Strategic Financial Concepts LLC 168 - 2024-03-31 28,798 $472,000 5,672
   DAVIS R M INC 196 - 2024-03-31 27,301 $447,000 16,111
   SEGMENT WEALTH MANAGEMENT, LLC 187 *New 2024-03-31 25,520 $418,000 25,520
   CAPTRUST FINANCIAL ADVISORS 1576 - 2024-03-31 25,391 $416,000 157
   Stratos Wealth Partners LTD. 979 - 2024-03-31 23,653 $388,000 13,093
   SIGMA INVESTMENT COUNSELORS INC 147 - 2024-03-31 22,061 $362,000 1,080
   Kohmann Bosshard Financial Services LLC 140 - 2024-03-31 21,020 $345,000 8,476
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 113 *New 2024-03-31 20,008 $328,000 20,008
   HANOVER ADVISORS INC 74 - 2024-03-31 18,847 $309,000 0
   Waterloo Capital L.P. 288 *New 2024-03-31 18,195 $298,000 18,195
   Sterling Financial Group Inc. 52 - 2024-03-31 18,072 $296,000 286
   Integrated Wealth Concepts LLC 1345 - 2024-03-31 16,830 $276,000 4,041
   Astoria Portfolio Advisors LLC. 138 - 2024-03-31 16,845 $270,000 -876
   FTB Advisors Inc. 459 - 2024-03-31 15,551 $255,000 11,225
   Capital Investment Advisors LLC 521 - 2024-03-31 15,488 $254,000 -2,310
   Fountainhead AM LLC 110 - 2024-03-31 15,478 $254,000 0
   Cetera Investment Advisers 1603 - 2024-03-31 13,411 $220,000 2,944
   Snowden Capital Advisors LLC 1091 *New 2024-03-31 13,086 $214,000 13,086
   H D Vest Advisory Services 1502 - 2024-03-31 12,949 $212,000 12,949
   HIGHTOWER ADVISORS, LLC 2907 - 2024-03-31 12,518 $207,000 400
   MARINER WEALTH ADVISORS, LLC 2749 *New 2024-03-31 12,444 $204,000 12,444
   Coordinated Financial Services Inc./CO 129 - 2024-03-31 12,039 $197,000 0
   Retirement Income Solutions Inc 152 - 2024-03-31 11,941 $196,000 0
   Capital Analysts Inc. 449 - 2024-03-31 11,675 $191,000 54
   ANCORA ADVISORS, LLC 660 - 2024-03-31 11,448 $188,000 0
   Davis Capital Management 75 - 2024-03-31 11,485 $187,000 4,452
   WARREN AVERETT ASSET MANAGEMENT, LLC 659 *New 2024-03-31 11,081 $182,000 11,081
   First Command Advisory Services Inc. 156 - 2024-03-31 10,977 $180,000 3,324
   BENJAMIN F. EDWARDS & COMPANY INC. 978 - 2024-03-31 9,207 $151,000 705
   First Command Bank 171 - 2023-06-30 7,608 $123,000 99
   First Command Financial Services Inc. 171 - 2023-06-30 7,608 $123,000 99
   VIGILANT CAPITAL MANAGEMENT LLC 198 - 2023-06-30 6,870 $111,000 -1,151
   US BANCORP 2350 - 2024-03-31 6,239 $102,000 2,452
  100 Records found
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