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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
   LPL FINANCIAL CORP 274 - 2023-12-31 5,044,234 $103,180,000 805,231
   WELLS FARGO & CO/MN 458 - 2023-12-31 4,621,341 $94,530,000 244,428
   UBS Group AG 525 - 2023-12-31 3,576,675 $73,161,000 1,581,784
   Motley Fool Wealth Management LLC 9 - 2023-12-31 2,427,788 $49,657,000 683,926
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 331 - 2024-03-31 1,762,377 $36,005,000 66,374
   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
   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
   EASTERN BANK - 2023-12-31 1,262,747 $25,829,000 7,815
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 19 - 2024-03-31 1,096,410 $22,400,000 137,455
   Ironwood Wealth Management LLC. 6 - 2024-03-31 985,737 $20,139,000 26,126
   DAVIS R M INC 68 - 2023-12-31 980,799 $20,062,000 83,438
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 300 - 2023-12-31 833,676 $17,053,000 737,912
   KIRR MARBACH & CO LLC /IN/ 9 - 2024-03-31 810,497 $16,558,000 2,634
   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
   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
   Cornerstone Wealth Management LLC 19 - 2024-03-31 532,860 $10,886,000 10,863
   HIGHTOWER ADVISORS, LLC 686 - 2023-12-31 503,118 $10,279,000 40,809
   MML INVESTORS SERVICES LLC 363 - 2023-12-31 499,076 $10,209,000 205,067
   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
   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
   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
   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
   Atria Wealth Solutions Inc. 258 - 2023-12-31 296,382 $6,062,000 118,589
   TCG Advisory Services LLC 60 - 2023-12-31 295,724 $6,049,000 16,113
   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
   MORTON COMMUNITY BANK 13 - 2024-03-31 232,311 $4,746,000 20,835
   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
   COLTON GROOME FINANCIAL ADVISORS LLC 14 - 2024-03-31 189,722 $3,876,000 18,301
   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
   Krilogy Financial LLC 79 - 2024-03-31 169,526 $3,463,000 7,151
   Berger Financial Group Inc 88 - 2024-03-31 168,189 $3,436,000 7,912
   Souders Financial Advisors - 2023-12-31 167,247 $3,421,000 5,944
   S.E.E.D. Planning Group LLC 28 - 2024-03-31 155,347 $3,174,000 174
   Gladstone Institutional Advisory LLC 155 - 2023-12-31 146,438 $2,995,000 13,548
   New Potomac Partneres LLC 27 - 2024-03-31 140,710 $2,875,000 8,740
   FINANCIAL NETWORK 818 - 2023-12-31 136,343 $2,789,000 7,349
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 133,272 $2,726,000 33,062
   COLONIAL ASSET MANAGEMENT, INC. 80 - 2023-12-31 128,582 $2,630,000 4,081
   Kohmann Bosshard Financial Services LLC 43 - 2024-03-31 123,072 $2,514,000 4,892
   EMPIRICAL FINANCIAL SERVICES, LLC 147 - 2023-12-31 122,806 $2,512,000 708
   Blue Barn Wealth LLC 19 - 2023-12-31 120,965 $2,474,000 30,724
   Geneos Wealth Management Inc. 222 - 2024-03-31 115,623 $2,362,000 27,381
   LEAVELL T & ASSOCIATES INC 153 - 2024-03-31 114,863 $2,347,000 4,600
   Paradiem LLC 73 - 2024-03-31 111,347 $2,275,000 962
   AA Financial Advisors LLC 32 - 2024-03-31 111,178 $2,271,000 12,759
   BLUE CREEK INVESTMENT PARTNERS LLC 74 - 2024-03-31 110,816 $2,264,000 12,413
   Redwood Financial Network Corp 8 - 2024-03-31 109,928 $2,246,000 2,513
   FINANCIAL ADVISORY GROUP 32 - 2023-12-31 107,845 $2,206,000 322
   Secure Asset Management LLC 34 - 2024-03-31 107,567 $2,198,000 3,251
   AlphaStar Capital Management LLC 62 - 2023-12-31 104,969 $2,147,000 45,046
   MONECO Advisors LLC 92 - 2024-03-31 95,004 $1,941,000 36,671
   Oder Investment Management LLC 14 - 2023-12-31 93,090 $1,904,000 19,638
   SAWGRASS ASSET MANAGEMENT LLC 74 - 2023-12-31 92,052 $1,883,000 2,403
   Colonial Trust Co / SC 69 - 2023-12-31 86,576 $1,771,000 31,370
   EQIS CAPITAL MANAGEMENT, INC. 133 - 2023-12-31 85,946 $1,758,000 71,360
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 993 - 2024-03-31 85,219 $1,741,000 29,951
   US BANCORP 880 - 2023-12-31 82,765 $1,693,000 78,873
   SILVERLAKE WEALTH MANAGEMENT LLC 28 - 2024-03-31 82,086 $1,677,000 10,928
   NOTTINGHAM ADVISORS INC 47 - 2023-12-31 114,520 $1,602,000 9,903
   EVEXIA WEALTH LLC 33 - 2024-03-31 78,114 $1,597,000 7,157
   River Street Advisors LLC 31 - 2024-03-31 71,454 $1,460,000 1,699
   Ellevest Inc. 65 - 2023-12-31 68,008 $1,391,000 33,903
   Harrison & Co Wealth Management LLC 19 - 2022-12-31 67,564 $1,361,000 1,202
   COMERICA BANK 1380 - 2023-12-31 65,323 $1,336,000 28,120
  100 Records found
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