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Get Institutions for : 
Invesco Bulletshares 2025 Corporate Bond ETF (BSCP)  
$20.46 0.00 (0.00%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 331    7
Total shares held : 
 134,820,506  
% of shares held : 
 42.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   52  
Amount of shares held : 
 17,679,057  
% of shares held change : 
   5.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.09  
Last Quarter's Ending Price : 
 $20.46  
Last Quarter's Average Price : 
 $20.24  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (1.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
30
 1,606,711
 1.19%
 
Increased Positions :
149
 21,202,432
 15.73%
 
Unchanged Positions :
48
 1,756,748
 1.3%
 
Decreased Positions :
104
-4,680,101
-3.47%
 
Closed Positions :
23
-449,985
-0.33%
 
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 3 - 2023-12-31 46,417,447 $949,469,000 9,562,947
   MORGAN STANLEY 1075 - 2023-12-31 5,552,467 $113,576,000 -463,790
   BANK OF AMERICA CORP /DE/ 838 - 2023-12-31 5,048,658 $103,270,000 -326,007
   WELLS FARGO & CO/MN 478 - 2024-03-31 4,882,632 $99,752,000 261,291
   LPL FINANCIAL CORP 322 - 2024-03-31 4,787,346 $97,805,000 -256,888
   UBS Group AG 525 - 2023-12-31 3,576,675 $73,161,000 1,581,784
   Motley Fool Wealth Management LLC 7 - 2024-03-31 2,532,455 $51,738,000 104,667
   AMERIPRISE FINANCIAL INC 857 - 2023-12-31 2,018,772 $41,354,000 -300,903
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 331 - 2024-03-31 1,762,377 $36,005,000 66,374
   Brookstone Capital Management 38 - 2024-03-31 1,578,845 $32,256,000 -114,788
   JANE STREET GROUP LLC 368 - 2023-12-31 1,549,356 $31,692,000 448,461
   SNS Financial Group LLC 9 - 2024-03-31 1,543,560 $31,535,000 60,889
   COMMONWEALTH EQUITY SERVICES LLC. 365 - 2024-03-31 1,508,565 $30,820,000 187,140
   Asset Dedication LLC 8 - 2024-03-31 1,477,479 $30,157,000 160,323
   EASTERN BANK 27 - 2024-03-31 1,390,684 $28,412,000 127,937
   INVESCO LTD 1244 - 2023-12-31 1,329,085 $27,186,000 153,389
   RAYMOND JAMES & ASSOCIATES 654 - 2024-03-31 1,295,728 $26,472,000 67,286
   STIFEL FINANCIAL CORP 450 - 2023-12-31 1,181,205 $24,162,000 52,339
   ROYAL BANK OF CANADA 1035 - 2023-12-31 1,175,030 $24,035,000 89,840
   Campbell Wealth Management 12 - 2024-03-31 1,112,021 $22,719,000 130,062
   Nelson Van Denburg & Campbell Wealth Management Gr 19 - 2024-03-31 1,096,410 $22,400,000 137,455
   DAVIS R M INC 69 - 2024-03-31 1,069,728 $21,855,000 88,929
   Ironwood Wealth Management LLC. 6 - 2024-03-31 985,737 $20,139,000 26,126
   JANNEY MONTGOMERY SCOTT LLC 334 - 2024-03-31 953,027 $19,470,000 52,693
   TLWM 8 - 2024-03-31 946,003 $19,327,000 86,895
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 266 - 2024-03-31 922,636 $18,849,000 365,740
   TruWealth Advisors LLC 25 - 2024-03-31 877,078 $17,919,000 83,057
   Advisor Group Holdings Inc. 448 - 2024-03-31 871,513 $17,807,000 162,879
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 300 - 2023-12-31 833,676 $17,053,000 737,912
   Aptus Capital Advisors LLC 46 - 2023-12-31 811,719 $16,604,000 -1,508,551
   KIRR MARBACH & CO LLC /IN/ 9 - 2024-03-31 810,497 $16,558,000 2,634
   Anchor Investment Management LLC 6 - 2023-12-31 787,484 $16,108,000 45,122
   McCarthy & Cox 8 - 2024-03-31 709,358 $14,492,000 0
   Steward Partners Investment Advisory LLC 118 - 2023-12-31 682,758 $13,966,000 -34,330
   STEPHENS INC /AR/ 102 - 2023-12-31 668,498 $13,674,000 620,528
   BB&T CORP 515 - 2023-12-31 652,060 $13,338,000 618,052
   GPM Growth Investors Inc. 3 - 2023-12-31 647,476 $13,244,000 -46,678
   Kaye Capital Management 7 - 2024-03-31 641,700 $13,110,000 -41,199
   LEGACY PRIVATE TRUST CO. 25 - 2024-03-31 629,103 $12,853,000 25,426
   MARINER WEALTH ADVISORS, LLC 413 - 2023-12-31 611,806 $12,514,000 476,571
   KICKSTAND VENTURES LLC. 7 - 2023-12-31 605,306 $12,382,000 89,969
   Hudson Capital Management LLC 5 - 2024-03-31 585,375 $11,959,000 34,376
   SENTINEL PENSION ADVISORS INC 6 - 2023-12-31 545,017 $11,148,000 -113,106
   Cornerstone Wealth Management LLC 19 - 2024-03-31 532,860 $10,886,000 10,863
   COLONY GROUP LLC 132 - 2023-09-30 531,256 $10,684,000 -59,228
   SHUFRO ROSE & CO LLC 32 - 2024-03-31 514,328 $10,508,000 18,154
   CAPTRUST FINANCIAL ADVISORS 361 - 2023-12-31 513,082 $10,495,000 -31,210
   HIGHTOWER ADVISORS, LLC 681 - 2024-03-31 504,645 $10,293,000 1,527
   MML INVESTORS SERVICES LLC 363 - 2023-12-31 499,076 $10,209,000 205,067
   AMJ Financial Wealth Management 4 - 2024-03-31 495,302 $10,119,000 -5,753
   COLONY GROUP, LLC 157 *New 2023-12-31 481,318 $9,848,000 481,318
   BCS Wealth Management 3 - 2024-03-31 480,653 $9,820,000 21,854
   COOKSON PEIRCE & CO INC 51 - 2024-03-31 461,440 $9,427,000 39,332
   Red Spruce Capital LLC 3 - 2024-03-31 455,523 $9,306,000 61,715
   Private Advisor Group LLC 283 - 2024-03-31 454,373 $9,283,000 18,653
   Ironwood Wealth Management llc 10 - 2024-03-31 418,478 $8,549,000 -96,972
   Kestra Advisory Services LLC 304 - 2023-12-31 417,905 $8,548,000 1,918
   Union Bankshares Corp 31 - 2024-03-31 411,512 $8,407,000 65,423
   Stonebridge Capital Advisors LLC 43 - 2023-12-31 403,252 $8,249,000 -158,073
   NORTHCAPE WEALTH MANAGEMENT LLC 5 - 2024-03-31 380,910 $7,782,000 -3,657
   REBALANCE LLC 19 - 2024-03-31 378,717 $7,737,000 104,722
   RENAISSANCE TECHNOLOGIES LLC 1068 - 2023-12-31 378,258 $7,737,000 279,558
   Heartwood Wealth Advisors LLC 27 - 2024-03-31 368,881 $7,536,000 26,595
   ENVESTNET ASSET MANAGEMENT INC 1634 - 2023-12-31 356,142 $7,285,000 20,624
   We Are One Seven LLC 53 - 2023-12-31 355,530 $7,272,000 81,016
   VAUGHAN DAVID INVESTMENTS INC/IL 89 - 2023-12-31 351,071 $7,181,000 30,609
   Sound Stewardship LLC 7 - 2024-03-31 327,987 $6,701,000 -5,439
   TCG Advisory Services LLC 69 - 2024-03-31 322,755 $6,594,000 27,031
   ATRIA INVESTMENTS LLC 237 - 2023-12-31 318,287 $6,511,000 223,375
   TRUENORTH, INC. 9 - 2024-03-31 317,465 $6,486,000 15,471
   HENGEHOLD CAPITAL MANAGEMENT LLC 30 - 2024-03-31 317,345 $6,483,000 39,114
   FCA CORP /TX 4 - 2024-03-31 315,451 $6,445,000 13,701
   Good Life Advisors LLC 38 - 2024-03-31 307,984 $6,292,000 -19,539
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 126 - 2024-03-31 297,796 $6,084,000 -5,017
   Atria Wealth Solutions Inc. 258 - 2023-12-31 296,382 $6,062,000 118,589
   Equitable Holdings Inc. 193 - 2023-12-31 293,336 $6,000,000 12,049
   Marietta Wealth Management LLC 43 - 2024-03-31 283,283 $5,787,000 25,671
   Goepper Burkhardt LLC 11 - 2023-12-31 279,288 $5,711,000 7,800
   Straight Path Wealth Management 7 - 2024-03-31 279,381 $5,708,000 15,695
   Solitude Financial Services 11 - 2024-03-31 277,489 $5,669,000 97,125
   WEALTHSOURCE PARTNERS LLC 46 - 2023-12-31 271,180 $5,547,000 103,224
   CWM LLC 403 - 2024-03-31 267,460 $5,464,000 6,237
   WEBSTER BANK 44 - 2024-03-31 258,012 $5,271,000 47,285
   Sigma Planning Corp 119 - 2024-03-31 248,290 $5,073,000 152,803
   H D Vest Advisory Services 306 - 2024-03-31 243,324 $4,971,000 25,564
   Trilogy Capital Inc. 72 - 2024-03-31 237,361 $4,849,000 -32,076
   MORTON COMMUNITY BANK 13 - 2024-03-31 232,311 $4,746,000 20,835
   GRADIENT INVESTMENTS LLC 140 - 2024-03-31 229,398 $4,687,000 -11,612
   Goss Wealth Management LLC 366 - 2023-12-31 226,883 $4,641,000 609
   EXCHANGE CAPITAL MANAGEMENT INC 43 - 2024-03-31 217,163 $4,437,000 7,299
   BEACON FINANCIAL GROUP 54 - 2024-03-31 215,043 $4,393,000 27,019
   Horizons Wealth Management 11 - 2024-03-31 205,396 $4,201,000 0
   PROVISE MANAGEMENT GROUP LLC 78 - 2024-03-31 190,155 $3,885,000 -4,350
   COLTON GROOME FINANCIAL ADVISORS LLC 14 - 2024-03-31 189,722 $3,876,000 18,301
   MONTAG A & ASSOCIATES INC 119 - 2024-03-31 183,973 $3,759,000 24,346
   TPG Financial Advisors LLC 17 - 2023-12-31 183,535 $3,752,000 1,137
   St. Louis Financial Planners Asset Management LLC 6 - 2024-03-31 176,353 $3,603,000 10,455
   Souders Financial Advisors 51 - 2024-03-31 174,144 $3,558,000 6,897
   Krilogy Financial LLC 79 - 2024-03-31 169,526 $3,463,000 7,151
   Baird Financial Group Inc. 770 - 2023-12-31 168,013 $3,437,000 -39,368
  100 Records found
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