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Get Institutions for : 
Invesco Bulletshares 2029 Hi Yld Corp Bd Etf (BSJT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    6
Total shares held : 
 609,004  
% of shares held : 
 6.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 254,958  
% of shares held change : 
   2.83%  
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
 224,032
 36.79%
 
Increased Positions :
11
 161,778
 26.56%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
2
-79,017
-12.97%
 
Closed Positions :
2
-51,835
-8.51%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1924 *New 2024-03-31 251,309 $5,323,000 251,309
   MERCER GLOBAL ADVISORS INC /ADV 448 *New 2024-03-31 250,739 $5,311,000 250,739
   LPL FINANCIAL CORP 1979 - 2024-03-31 178,069 $3,772,000 153,194
   SFE INVESTMENT COUNSEL 65 - 2024-03-31 103,243 $2,187,000 50,969
   MORGAN STANLEY 4453 - 2024-03-31 93,309 $1,976,000 26,091
   Equitable Holdings Inc. 444 - 2024-03-31 92,939 $1,968,000 49,855
   OLD MISSION CAPITAL LLC 416 - 2024-03-31 41,744 $884,000 -41,199
   TCG Advisory Services LLC 193 - 2024-03-31 39,519 $837,000 8,638
   JANE STREET GROUP LLC 3285 - 2024-03-31 38,857 $823,000 -47,378
   MONECO Advisors LLC 190 - 2024-03-31 34,741 $736,000 19,349
   EMPIRICAL FINANCIAL SERVICES, LLC 306 - 2024-03-31 30,171 $639,000 4,156
   BANK OF AMERICA CORP /DE/ 4283 - 2024-03-31 29,177 $618,000 9,026
   RAYMOND JAMES & ASSOCIATES 2976 - 2024-03-31 25,735 $545,000 9,508
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1227 - 2024-03-31 24,330 $515,000 -2,484
   UBS Group AG 4156 - 2024-03-31 21,109 $447,000 19,372
   4Thought Financial Group Inc. 30 - 2024-03-31 19,136 $405,000 -368
   WELLS FARGO & CO/MN 3552 - 2024-03-31 17,829 $378,000 -40,411
   Advisor Group Holdings Inc. 3314 - 2024-03-31 14,203 $301,000 1,387
   SEGMENT WEALTH MANAGEMENT, LLC 212 *New 2024-03-31 13,490 $286,000 13,490
   FINANCIAL ADVISORY CORP /UT/ /ADV 132 *New 2024-03-31 12,454 $264,000 12,454
   Capital Analysts Inc. 717 - 2024-03-31 1,748 $37,000 -295
   ANCORA ADVISORS, LLC 1000 *New 2024-03-31 1,631 $35,000 1,631
   BENJAMIN F. EDWARDS & COMPANY INC. 1418 - 2024-03-31 1,440 $30,000 94
   ROYAL BANK OF CANADA 5195 *New 2024-03-31 1,181 $25,000 1,181
   Goss Wealth Management LLC 3167 - 2024-03-31 201 $4,000 -14
   TOWER RESEARCH CAPITAL LLC 5648 *Closed 2024-03-31 0 $0 -100
   Kalos Management Inc. 341 *Closed 2023-06-30 0 $0 -136
   BANK OF MONTREAL /CAN/ 3494 *Closed 2024-03-31 0 $0 -20,894
   PROEQUITIES INC. 8984 - 2024-03-31 0 $0 0
  29 Records found
  1    
  Page 1 of 1
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