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Get Institutions for : 
Invesco BulletShares 2024 Corp Bd ETF (BSCO)  
$21.04 0.00 (0.00%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 348    22
Total shares held : 
 150,198,661  
% of shares held : 
 28.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -3,922,952  
% of shares held change : 
   -0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.68  
Last Quarter's Ending Price : 
 $20.89  
Last Quarter's Average Price : 
 $20.78  
Change from last quarter's     
avg. price to the last closing  : 
0.26 (1.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 782,511
 0.52%
 
Increased Positions :
136
 13,696,668
 9.12%
 
Unchanged Positions :
61
 2,242,680
 1.49%
 
Decreased Positions :
136
-14,031,887
-9.34%
 
Closed Positions :
37
-4,370,244
-2.91%
 
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
   Lido Advisors LLC 1 - 2023-12-31 49,733,810 $1,038,691,000 -6,001,404
   UBS Group AG 337 - 2023-12-31 6,502,300 $135,801,000 393,025
   WELLS FARGO & CO/MN 359 - 2023-12-31 6,350,343 $132,627,000 46,121
   MORGAN STANLEY 1105 - 2023-12-31 5,177,239 $108,127,000 -453,604
   LPL FINANCIAL CORP 279 - 2023-12-31 4,850,920 $101,311,000 753,178
   BANK OF AMERICA CORP /DE/ 857 - 2023-12-31 4,654,192 $97,203,000 -315,148
   Foundations Investment Advisors LLC 9 - 2023-12-31 3,325,933 $69,645,000 3,306,591
   TruWealth Advisors LLC 4 - 2024-03-31 3,084,524 $64,682,000 111,905
   AMERIPRISE FINANCIAL INC 837 - 2023-12-31 2,060,390 $43,079,000 -284,052
   Asset Dedication LLC 6 - 2024-03-31 1,782,165 $37,358,000 -205,252
   Motley Fool Wealth Management LLC 13 - 2023-12-31 1,783,922 $37,256,000 46,152
   RENAISSANCE TECHNOLOGIES LLC 426 - 2023-12-31 1,573,268 $32,858,000 1,137,484
   Fusion Family Wealth LLC 13 - 2023-12-31 1,464,474 $30,586,000 -16,638
   STIFEL FINANCIAL CORP 387 - 2023-12-31 1,459,169 $30,475,000 138,841
   Advisor Group Holdings Inc. 345 - 2023-12-31 1,450,858 $30,305,000 -1,418,126
   RAYMOND JAMES & ASSOCIATES 615 - 2024-03-31 1,356,346 $28,443,000 -290,016
   COMMONWEALTH EQUITY SERVICES LLC. 394 - 2024-03-31 1,299,892 $27,259,000 -99,692
   INVESCO LTD 1251 - 2023-12-31 1,288,548 $26,911,000 172,827
   Brookstone Capital Management 49 - 2024-03-31 1,282,394 $26,892,000 -108,331
   SNS Financial Group LLC 13 - 2024-03-31 1,246,477 $26,139,000 319,567
   EASTERN BANK - 2023-12-31 1,233,679 $25,765,000 7,118
   KESTRA PRIVATE WEALTH SERVICES LLC 29 - 2024-03-31 1,213,567 $25,448,000 66,333
   MILESTONE ASSET MANAGEMENT LLC 2 - 2024-03-31 1,176,396 $24,669,000 -2,137,462
   Kaye Capital Management 3 - 2024-03-31 1,131,062 $23,718,000 -51,718
   Campbell Wealth Management 11 - 2023-12-31 1,035,823 $21,633,000 7,503
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 488 - 2024-03-31 998,445 $20,937,000 -432,723
   ROYAL BANK OF CANADA 1158 - 2023-12-31 861,732 $17,997,000 8,126
   KIRR MARBACH & CO LLC /IN/ 7 - 2024-03-31 808,474 $16,954,000 3,717
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 299 - 2024-03-31 789,201 $16,550,000 73,215
   Steward Partners Investment Advisory LLC 107 - 2023-12-31 711,599 $14,862,000 -12,925
   Integrated Wealth Concepts LLC 97 - 2023-12-31 709,577 $14,820,000 -22,867
   LEGACY PRIVATE TRUST CO. 19 - 2024-03-31 689,471 $14,458,000 -683
   STEPHENS INC /AR/ 97 - 2023-12-31 689,472 $14,400,000 156,450
   DAVIS R M INC 82 - 2023-12-31 657,268 $13,727,000 -356,695
   KICKSTAND VENTURES LLC. 6 - 2023-12-31 651,598 $13,609,000 -28,702
   McCarthy & Cox 9 - 2024-03-31 641,170 $13,445,000 0
   JANNEY MONTGOMERY SCOTT LLC 451 - 2024-03-31 604,755 $12,682,000 2,662
   MARINER WEALTH ADVISORS, LLC 412 - 2023-12-31 599,541 $12,521,000 -75,138
   Kestra Advisory Services LLC 229 - 2023-12-31 580,818 $12,130,000 14,746
   ENVESTNET ASSET MANAGEMENT INC 1344 - 2023-12-31 554,891 $11,589,000 4,118
   Hudson Capital Management LLC 6 - 2024-03-31 534,726 $11,213,000 143,107
   Cornerstone Wealth Management LLC 20 - 2024-03-31 509,477 $10,684,000 -2,975
   COLONY GROUP LLC 133 - 2023-09-30 513,122 $10,606,000 8,636
   OLD SECOND NATIONAL BANK OF AURORA 6 - 2023-12-31 496,585 $10,371,000 -11,003
   WEBSTER BANK 20 - 2024-03-31 492,766 $10,333,000 -1,152
   Atria Wealth Solutions Inc. 165 - 2023-12-31 489,791 $10,229,000 57,000
   COLONY GROUP, LLC 151 *New 2023-12-31 478,214 $9,990,000 478,214
   BCS Wealth Management 4 - 2024-03-31 464,273 $9,736,000 547
   Stonebridge Capital Advisors LLC 37 - 2023-12-31 458,522 $9,576,000 -174,932
   VAUGHAN DAVID INVESTMENTS INC/IL 88 - 2023-12-31 435,139 $9,088,000 7,471
   WEALTHSOURCE PARTNERS LLC 29 - 2023-12-31 434,217 $9,069,000 7,084
   Private Advisor Group LLC 296 - 2024-03-31 426,281 $8,939,000 -132,960
   Gryphon Financial Partners LLC 15 - 2024-03-31 410,357 $8,605,000 -21,522
   Blue Barn Wealth LLC 5 - 2023-12-31 403,880 $8,435,000 315,234
   MML INVESTORS SERVICES LLC 429 - 2023-12-31 399,547 $8,345,000 -22,549
   Oakhurst AdvisorsLLC 1 - 2022-12-31 406,209 $8,321,000 1,380
   REBALANCE LLC 17 - 2024-03-31 380,855 $7,987,000 89,158
   We Are One Seven LLC 46 - 2023-12-31 377,516 $7,884,000 10,463
   Transparent Wealth Partners LLC 5 - 2023-03-31 382,430 $7,874,000 3,666
   Ironwood Wealth Management llc 16 - 2024-03-31 359,097 $7,530,000 -83,208
   BENJAMIN F. EDWARDS & COMPANY INC. 174 - 2024-03-31 347,448 $7,286,000 -116,568
   Sound Stewardship LLC 5 - 2023-12-31 331,539 $6,924,000 -3,816
   HENGEHOLD CAPITAL MANAGEMENT LLC 28 - 2024-03-31 325,400 $6,824,000 18,835
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 110 - 2023-12-31 323,630 $6,759,000 -114,554
   FCA CORP /TX 4 - 2023-12-31 322,493 $6,735,000 11,399
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 284,166 $5,935,000 49,624
   Marietta Wealth Management LLC 47 - 2024-03-31 274,290 $5,752,000 20,115
   WARREN AVERETT ASSET MANAGEMENT, LLC 76 - 2023-12-31 266,548 $5,567,000 8,254
   AMJ Financial Wealth Management 18 - 2023-12-31 263,799 $5,509,000 -3,401
   SENTINEL PENSION ADVISORS INC 16 - 2023-12-31 261,476 $5,461,000 -393,784
   CITADEL ADVISORS LLC 1518 - 2023-12-31 261,040 $5,452,000 182,624
   HIGHTOWER ADVISORS, LLC 925 - 2023-12-31 258,436 $5,402,000 3,336
   MORTON COMMUNITY BANK 7 - 2024-03-31 256,300 $5,375,000 -3,520
   Horizons Wealth Management 9 - 2024-03-31 254,273 $5,310,000 0
   Straight Path Wealth Management 10 - 2024-03-31 247,294 $5,186,000 -8,918
   Trilogy Capital Inc. 66 - 2024-03-31 246,050 $5,160,000 -31,198
   EXCHANGE CAPITAL MANAGEMENT INC 33 - 2024-03-31 245,202 $5,142,000 -772
   Goepper Burkhardt LLC 15 - 2023-12-31 233,175 $4,885,000 -21,550
   THRIVENT FINANCIAL FOR LUTHERANS 824 - 2023-12-31 223,711 $4,672,000 46,963
   GRADIENT INVESTMENTS LLC 141 - 2024-03-31 222,814 $4,672,000 -12,512
   H D Vest Advisory Services 294 - 2023-12-31 221,958 $4,636,000 -38,858
   Equitable Holdings Inc. 234 - 2023-12-31 220,324 $4,601,000 55,733
   Lantz Financial LLC 10 - 2024-03-31 215,981 $4,529,000 6,272
   Goss Wealth Management LLC 377 - 2023-12-31 215,721 $4,505,000 -2,878
   Iron Financial LLC 12 - 2024-03-31 214,407 $4,496,000 -4,732
   Stratos Wealth Partners LTD. 254 - 2024-03-31 213,256 $4,472,000 63,413
   Resonant Capital Advisors LLC 61 - 2024-03-31 197,397 $4,139,000 -383
   Certified Advisory Corp 52 - 2023-12-31 197,305 $4,121,000 -6,554
   Strategic Family Wealth Counselors L.L.C. 21 - 2023-12-31 197,293 $4,120,000 -1,147
   Berger Financial Group Inc 81 - 2024-03-31 196,427 $4,119,000 6,109
   RVW Wealth LLC 40 - 2024-03-31 193,350 $4,055,000 -23,253
   Sigma Planning Corp 166 - 2024-03-31 191,390 $4,013,000 120,423
   MONTAG A & ASSOCIATES INC 97 - 2023-12-31 191,265 $3,995,000 -55,234
   4Thought Financial Group Inc. 9 - 2024-03-31 180,832 $3,792,000 9,125
   PROVISE MANAGEMENT GROUP LLC 89 - 2023-12-31 178,835 $3,735,000 -32,474
   Red Spruce Capital LLC 17 - 2024-03-31 177,947 $3,732,000 -136,185
   Curbstone Financial Management Corp 35 - 2024-03-31 177,620 $3,725,000 -11,500
   HM PAYSON & CO 120 - 2023-12-31 178,140 $3,720,000 30,662
   St. Louis Financial Planners Asset Management LLC 5 - 2024-03-31 173,401 $3,640,000 10,001
   Krilogy Financial LLC 77 - 2024-03-31 170,702 $3,580,000 2,561
  100 Records found
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