Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco Bulletshares 2030 High Yield Corp Bd Etf (BSJU)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    6
Total shares held : 
531,459  
% of shares held : 
5.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
328,956  
% of shares held change : 
  3.66%  
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 :
7
 282,811
 53.21%
 
Increased Positions :
6
 58,681
 11.04%
 
Unchanged Positions :
0
 0
 0%
 
Decreased Positions :
2
-3,335
-0.63%
 
Closed Positions :
1
-9,201
-1.73%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   RPg Family Wealth Advisory LLC 18 - 2024-03-31 253,409 $6,495,000 6,602
   MORGAN STANLEY 3920 *New 2024-03-31 172,284 $4,416,000 172,284
   JANE STREET GROUP LLC 1652 - 2024-03-31 130,281 $3,339,000 29,557
   LPL FINANCIAL CORP 2140 - 2024-03-31 119,694 $3,068,000 105,266
   COMMONWEALTH EQUITY SERVICES LLC. 1612 - 2024-03-31 98,292 $2,519,000 20,147
   TCG Advisory Services LLC 214 - 2024-03-31 28,841 $739,000 7,166
   OLD MISSION CAPITAL LLC 503 - 2024-03-31 25,005 $641,000 25,005
   SFE INVESTMENT COUNSEL 94 *New 2024-03-31 19,332 $495,000 19,332
   UBS Group AG 4157 - 2024-03-31 17,449 $447,000 16,027
   4Thought Financial Group Inc. 29 - 2024-03-31 15,981 $410,000 -301
   RAYMOND JAMES & ASSOCIATES 3174 - 2024-03-31 15,200 $390,000 3,598
   BANK OF AMERICA CORP /DE/ 4550 - 2024-03-31 14,600 $374,000 6,549
   MONECO Advisors LLC 279 - 2024-03-31 14,006 $359,000 -905
   ROYAL BANK OF CANADA 3869 *New 2024-03-31 11,000 $282,000 11,000
   Equitable Holdings Inc. 1011 *New 2024-03-31 9,795 $251,000 9,795
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2915 *New 2024-03-31 8,784 $225,000 8,784
   First Capital Advisors Group LLC. *New 2023-06-30 6,637 $164,000 6,637
   Advisor Group Holdings Inc. 3846 - 2024-03-31 6,228 $160,000 -288
   ANCORA ADVISORS, LLC 999 *New 2024-03-31 1,385 $35,000 1,385
   BENJAMIN F. EDWARDS & COMPANY INC. 1451 - 2024-03-31 1,024 $26,000 78
   Capital Analysts Inc. 774 - 2024-03-31 977 $25,000 0
   WELLS FARGO & CO/MN 5146 - 2024-03-31 401 $10,000 -9,018
   Goss Wealth Management LLC 3314 *New 2024-03-31 68 $2,000 68
   PROEQUITIES INC. 7544 - 2024-03-31 0 $0 0

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results