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Get Institutions for : 
Invesco Bulletshares 2032 Municipal Bond Etf (BSMW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    12
Total shares held : 
 1,498,220  
% of shares held : 
 16.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 582,646  
% of shares held change : 
   6.47%  
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 :
13
 181,314
 12.1%
 
Increased Positions :
11
 461,997
 30.84%
 
Unchanged Positions :
2
 5,095
 0.34%
 
Decreased Positions :
1
-3,837
-0.26%
 
Closed Positions :
1
-56,828
-3.79%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   WELLS FARGO & CO/MN 1644 - 2024-03-31 333,627 $8,512,000 -85,111
   MORGAN STANLEY 3614 - 2024-03-31 258,023 $6,583,000 7,114
   JANE STREET GROUP LLC 1428 - 2024-03-31 166,241 $4,242,000 -67,087
   LPL FINANCIAL CORP 1939 - 2024-03-31 155,249 $3,961,000 72,941
   Envision Financial Planning LLC 9 - 2024-03-31 144,841 $3,696,000 14,947
   Union Bankshares Corp 109 - 2024-03-31 89,258 $2,277,000 8,994
   AMERIPRISE FINANCIAL INC 2914 - 2024-03-31 60,603 $1,546,000 9,906
   INVESCO LTD 2717 - 2024-03-31 58,671 $1,497,000 13,172
   RAYMOND JAMES & ASSOCIATES 2330 *New 2024-03-31 58,394 $1,490,000 58,394
   BANK OF AMERICA CORP /DE/ 3824 - 2024-03-31 54,946 $1,402,000 34,382
   Sterling Financial Group Inc. 21 - 2024-03-31 54,311 $1,386,000 29,101
   BANK OF MONTREAL /CAN/ 1683 - 2024-03-31 38,741 $1,001,000 13,241
   Kestra Advisory Services LLC 1287 - 2024-03-31 35,825 $914,000 24,248
   Equitable Holdings Inc. 695 *New 2024-03-31 28,606 $730,000 28,606
   ROYAL BANK OF CANADA 3295 - 2024-03-31 25,048 $639,000 1,774
   Addison Advisors LLC 101 - 2024-03-31 19,009 $485,000 6,325
   ENVESTNET ASSET MANAGEMENT INC 3453 - 2024-03-31 18,318 $467,000 4,217
   COMMONWEALTH EQUITY SERVICES LLC. 2961 - 2024-03-31 16,033 $409,000 127
   CAPTRUST FINANCIAL ADVISORS 1606 - 2024-03-31 15,560 $397,000 -495
   Integrated Wealth Concepts LLC 1240 - 2024-03-31 13,112 $335,000 994
   CONFLUENCE INVESTMENT MANAGEMENT LLC 256 *New 2024-03-31 13,011 $332,000 13,011
   Key Financial Inc 191 *New 2024-03-31 11,060 $282,000 11,060
   Beacon Pointe Advisors LLC 1144 - 2024-03-31 9,823 $251,000 674
   Bill Few Associates Inc. 166 - 2024-03-31 7,855 $200,000 0
   Hobbs Group Advisors LLC 152 - 2023-12-31 4,078 $106,000 0
   Aptus Capital Advisors LLC 803 *New 2024-03-31 4,017 $102,000 4,017
   COMERICA BANK 2534 - 2024-03-31 3,904 $100,000 2,887
   Advisor Group Holdings Inc. 4404 - 2024-03-31 2,949 $75,000 2,100
   BENJAMIN F. EDWARDS & COMPANY INC. 1190 - 2024-03-31 2,792 $71,000 0
   Asset Dedication LLC 413 - 2024-03-31 2,549 $64,000 836
   IFP Advisors Inc *New 2023-12-31 2,112 $55,000 2,112
   First Command Advisory Services Inc. 269 *New 2024-03-31 1,776 $45,000 1,776
   TOWER RESEARCH CAPITAL LLC 5968 *Closed 2024-03-31 0 $0 -29
   PROEQUITIES INC. 8725 *New 2024-03-31 0 $0 0
  34 Records found
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