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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
   MORGAN STANLEY 1105 - 2023-12-31 5,177,239 $108,127,000 -453,604
   BANK OF AMERICA CORP /DE/ 857 - 2023-12-31 4,654,192 $97,203,000 -315,148
   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
   Fusion Family Wealth LLC 13 - 2023-12-31 1,464,474 $30,586,000 -16,638
   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
   Brookstone Capital Management 49 - 2024-03-31 1,282,394 $26,892,000 -108,331
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 488 - 2024-03-31 998,445 $20,937,000 -432,723
   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
   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
   MARINER WEALTH ADVISORS, LLC 412 - 2023-12-31 599,541 $12,521,000 -75,138
   Cornerstone Wealth Management LLC 20 - 2024-03-31 509,477 $10,684,000 -2,975
   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
   Stonebridge Capital Advisors LLC 37 - 2023-12-31 458,522 $9,576,000 -174,932
   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
   MML INVESTORS SERVICES LLC 429 - 2023-12-31 399,547 $8,345,000 -22,549
   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
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 110 - 2023-12-31 323,630 $6,759,000 -114,554
   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
   MORTON COMMUNITY BANK 7 - 2024-03-31 256,300 $5,375,000 -3,520
   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
   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
   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
   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
   RVW Wealth LLC 40 - 2024-03-31 193,350 $4,055,000 -23,253
   MONTAG A & ASSOCIATES INC 97 - 2023-12-31 191,265 $3,995,000 -55,234
   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
   FINANCIAL NETWORK 738 - 2023-12-31 166,331 $3,474,000 -379
   River Street Advisors LLC 10 - 2024-03-31 165,530 $3,471,000 -21,642
   Altus Wealth Group LLC 13 - 2024-03-31 164,773 $3,455,000 -12,593
   COLTON GROOME FINANCIAL ADVISORS LLC 18 - 2024-03-31 164,536 $3,450,000 -1,267
   BEACON FINANCIAL GROUP 64 - 2023-12-31 165,147 $3,449,000 -29,559
   Redwood Financial Network Corp 7 - 2024-03-31 140,538 $2,947,000 -88
   Addison Advisors LLC 19 - 2023-12-31 138,715 $2,897,000 -3,924
   COURIER CAPITAL CORP 103 - 2024-03-31 134,310 $2,816,000 -12,577
   DENVER WEALTH MANAGEMENT INC. 15 - 2024-03-31 127,772 $2,679,000 -35,648
   COLONIAL ASSET MANAGEMENT, INC. 81 - 2023-12-31 124,574 $2,602,000 -2,213
   SHUFRO ROSE & CO LLC 57 - 2023-12-31 122,709 $2,536,000 -60
   Laurel Wealth Advisors LLC 58 - 2023-12-31 120,104 $2,508,000 -3,084
   Kohmann Bosshard Financial Services LLC 45 - 2024-03-31 117,972 $2,474,000 -6
   Baird Financial Group Inc. 877 - 2023-12-31 118,305 $2,471,000 -31,238
   SFE INVESTMENT COUNSEL 60 - 2023-12-31 113,791 $2,377,000 -25,907
   FINANCIAL ADVISORY GROUP 31 - 2023-12-31 108,775 $2,272,000 -47
   G2 CAPITAL MANAGEMENT LLC / OH 15 - 2023-12-31 108,679 $2,270,000 -16,994
   Pacific Wealth Strategies Group Inc. 14 - 2024-03-31 106,705 $2,238,000 -5,124
   AA Financial Advisors LLC 33 - 2024-03-31 106,165 $2,226,000 -21,169
   J P MORGAN CHASE & CO 2918 - 2023-12-31 105,741 $2,208,000 -370,165
   LEAVELL T & ASSOCIATES INC 160 - 2024-03-31 104,942 $2,201,000 -7,065
   Mirador Capital Partners LP 52 - 2024-03-31 102,797 $2,156,000 -71,702
   AE Wealth Management LLC 880 - 2023-12-31 100,635 $2,104,000 -4,884
   NOVARE CAPITAL MANAGEMENT LLC 88 - 2023-12-31 93,374 $1,950,000 -9,448
   Ballew Advisors Inc 15 - 2024-03-31 90,940 $1,911,000 -533
   MONECO Advisors LLC 97 - 2024-03-31 86,263 $1,809,000 -1,546
   Oliver Luxxe Assets LLC 80 - 2024-03-31 82,475 $1,729,000 -55,393
   SAWGRASS ASSET MANAGEMENT LLC 77 - 2023-12-31 80,895 $1,689,000 -1,629
   Capital Analysts Inc. 179 - 2023-12-31 80,815 $1,688,000 -1,024
   Old Port Advisors 59 - 2023-09-30 78,910 $1,631,000 -13,563
   EDGE WEALTH MANAGEMENT LLC 31 - 2024-03-31 76,673 $1,608,000 -20,790
   Nikulski Financial Inc. 49 - 2024-03-31 74,575 $1,564,000 -2,850
   TCG Advisory Services LLC 139 - 2023-12-31 74,548 $1,557,000 -200,797
   Beaumont Financial Advisors LLC 105 - 2023-12-31 72,530 $1,515,000 -7,118
   New Potomac Partneres LLC 44 - 2024-03-31 71,585 $1,501,000 -40,030
   Virginia National Bank 2 - 2023-09-30 70,111 $1,449,000 -11,088
   JANE STREET GROUP LLC 2793 - 2023-12-31 68,205 $1,424,000 -1,014,712
   Harrison & Co Wealth Management LLC 18 - 2022-12-31 68,837 $1,410,000 -630
   PROSPERA FINANCIAL SERVICES 398 - 2023-12-31 63,328 $1,323,000 -2,662
   SMI Advisory Services LLC 43 - 2024-03-31 59,435 $1,248,000 -473
   J.W. COLE ADVISORS INC. 320 - 2024-03-31 53,792 $1,128,000 -2,333
   Global Retirement Partners LLC 338 - 2024-03-31 52,702 $1,105,000 -1,673
   ETF Store Inc. 29 - 2024-03-31 48,677 $1,021,000 -23,569
   Gs Investments Inc. 55 - 2023-12-31 47,798 $998,000 -2,025
   Apeiron RIA LLC 65 - 2024-03-31 45,820 $961,000 -29
   Carolina Wealth Advisors LLC 26 - 2024-03-31 44,745 $938,000 -205,850
   TRANSCEND WEALTH COLLECTIVE LLC 242 - 2024-03-31 44,340 $930,000 -6,817
   Beacon Pointe Advisors LLC 679 - 2023-12-31 43,706 $913,000 -1,929
   American Institute for Advanced Investment Managem 46 - 2024-03-31 42,920 $900,000 -1,800
   OPTIMUM INVESTMENT ADVISORS 59 - 2024-03-31 42,792 $897,000 -150
   Apella Capital LLC 147 - 2024-03-31 42,629 $895,000 -2,582
  100 Records found
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