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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   COLONY GROUP, LLC 151 *New 2023-12-31 478,214 $9,990,000 478,214
   GUARDIAN WEALTH ADVISORS LLC / NC 49 *New 2023-12-31 97,758 $2,042,000 97,758
   Delta Investment Management LLC 63 *New 2023-12-31 42,524 $888,000 42,524
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 310 *New 2024-03-31 28,881 $606,000 28,881
   CBIZ Investment Advisory Services LLC 27 *New 2023-12-31 23,282 $486,000 23,282
   American Planning Services Inc. 28 *New 2023-12-31 16,677 $348,000 16,677
   KEYBANK NATIONAL ASSOCIATION/OH 899 *New 2023-12-31 16,061 $335,000 16,061
   Rockefeller Capital Management L.P. 1446 *New 2023-12-31 15,294 $319,000 15,294
   Keystone Financial Group 217 *New 2023-12-31 14,320 $299,000 14,320
   YHB INVESTMENT ADVISORS, INC. 299 *New 2024-03-31 7,843 $164,000 7,843
   SHEETS SMITH & ASSOCIATES INC 320 *New 2023-09-30 7,172 $148,000 7,172
   MARQUETTE ASSET MANAGEMENT INC. 133 *New 2023-12-31 3,256 $68,000 3,256
   PALISADE ASSET MANAGEMENT, LLC 270 *New 2024-03-31 2,375 $50,000 2,375
   ANCORA ADVISORS, LLC 897 *New 2023-12-31 2,415 $50,000 2,415
   First PREMIER Bank 312 *New 2024-03-31 511 $11,000 511
   MATHER GROUP, INC. 1221 *New 2024-03-31 428 $9,000 428
   CREATIVE FINANCIAL DESIGNS INC /ADV 1703 *New 2024-03-31 0 $0 0

  17 Records found
  1    
  Page 1 of 1
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