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Get Institutions for : 
Invesco Bulletshares 2026 Corporate Bond ETF (BSCQ)  
$19.19 0.01 (0.03%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 285    10
Total shares held : 
 90,037,035  
% of shares held : 
 31.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   84  
Amount of shares held : 
 8,762,830  
% of shares held change : 
   3.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $18.75  
Last Quarter's Ending Price : 
 $19.30  
Last Quarter's Average Price : 
 $18.96  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (1.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 1,430,044
 1.59%
 
Increased Positions :
149
 11,204,727
 12.44%
 
Unchanged Positions :
34
 1,513,239
 1.68%
 
Decreased Positions :
75
-3,135,423
-3.48%
 
Closed Positions :
17
-736,518
-0.82%
 
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
   MORGAN STANLEY 1009 - 2023-12-31 6,512,689 $125,695,000 525,359
   WELLS FARGO & CO/MN 425 - 2024-03-31 5,987,054 $115,011,000 364,063
   LPL FINANCIAL CORP 364 - 2024-03-31 4,485,520 $86,167,000 1,326,464
   BANK OF AMERICA CORP /DE/ 954 - 2023-12-31 3,949,364 $76,223,000 322,850
   UBS Group AG 636 - 2023-12-31 2,874,395 $55,476,000 835,719
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 256 - 2024-03-31 2,575,748 $49,480,000 140,932
   AMERIPRISE FINANCIAL INC 782 - 2023-12-31 2,514,053 $48,512,000 353,727
   Aptus Capital Advisors LLC 12 - 2023-12-31 2,332,419 $45,016,000 -465,852
   HILLSTRUST 5 - 2024-03-31 2,266,352 $43,537,000 439,447
   Lido Advisors LLC 38 - 2023-12-31 1,963,634 $37,898,000 -89,745
   JANE STREET GROUP LLC 341 - 2023-12-31 1,813,167 $34,994,000 507,098
   Fusion Family Wealth LLC 12 - 2024-03-31 1,694,077 $32,543,000 32,923
   McMahon Financial Advisors LLC 2 - 2024-03-31 1,652,561 $31,746,000 52,745
   Brookstone Capital Management 40 - 2024-03-31 1,651,197 $31,719,000 -130,492
   EASTERN BANK 23 - 2024-03-31 1,573,138 $30,220,000 123,345
   Motley Fool Wealth Management LLC 17 - 2024-03-31 1,529,709 $29,386,000 58,702
   INVESCO LTD 1240 - 2023-12-31 1,422,328 $27,451,000 786,467
   Asset Dedication LLC 10 - 2024-03-31 1,367,472 $26,223,000 255,236
   SNS Financial Group LLC 12 - 2024-03-31 1,361,276 $26,150,000 1,239,129
   TLWM 5 - 2024-03-31 1,340,974 $25,760,000 94,344
   COMMONWEALTH EQUITY SERVICES LLC. 421 - 2024-03-31 1,300,075 $24,974,000 423,406
   RAYMOND JAMES & ASSOCIATES 710 - 2024-03-31 1,200,795 $23,067,000 100,367
   SHUFRO ROSE & CO LLC 19 - 2024-03-31 1,118,005 $21,477,000 -1,673,038
   ROYAL BANK OF CANADA 1101 - 2023-12-31 1,089,761 $21,032,000 -24,049
   STIFEL FINANCIAL CORP 511 - 2023-12-31 1,044,811 $20,165,000 64,172
   DAVIS R M INC 73 - 2024-03-31 973,859 $18,708,000 131,265
   KICKSTAND VENTURES LLC. 2 - 2023-12-31 936,938 $18,083,000 -62,425
   Engrave Wealth Partners LLC 6 - 2023-12-31 926,002 $17,872,000 11,015
   Advisor Group Holdings Inc. 468 - 2024-03-31 881,446 $16,933,000 134,308
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 1 - 2024-03-31 867,321 $16,661,000 61,790
   McCarthy & Cox 5 - 2024-03-31 813,427 $15,626,000 0
   KIRR MARBACH & CO LLC /IN/ 11 - 2024-03-31 797,442 $15,319,000 16,568
   JANNEY MONTGOMERY SCOTT LLC 426 - 2024-03-31 731,009 $14,043,000 34,477
   NOTTINGHAM ADVISORS INC 13 - 2023-12-31 930,485 $13,923,000 37,015
   Anchor Investment Management LLC 10 - 2023-12-31 704,626 $13,599,000 70,946
   InterOcean Capital Group LLC 61 - 2023-12-31 690,315 $13,323,000 -66,051
   LEGACY PRIVATE TRUST CO. 26 - 2024-03-31 639,497 $12,285,000 6,523
   Steward Partners Investment Advisory LLC 139 - 2023-12-31 624,069 $12,045,000 -25,689
   Red Spruce Capital LLC 1 - 2024-03-31 598,494 $11,497,000 215,516
   MARINER WEALTH ADVISORS, LLC 431 - 2023-12-31 594,213 $11,468,000 550,474
   COLONY GROUP LLC 129 - 2023-09-30 587,913 $11,047,000 -50,966
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 431 - 2024-03-31 561,805 $10,792,000 111,742
   SENTINEL PENSION ADVISORS INC 9 - 2023-12-31 539,460 $10,412,000 -113,918
   CAPTRUST FINANCIAL ADVISORS 363 - 2023-12-31 536,811 $10,360,000 -31,346
   COLONY GROUP, LLC 146 *New 2023-12-31 535,698 $10,339,000 535,698
   MML INVESTORS SERVICES LLC 367 - 2023-12-31 525,695 $10,146,000 238,488
   GILL CAPITAL PARTNERS LLC 6 - 2024-03-31 499,174 $9,527,000 -3,246
   COOKSON PEIRCE & CO INC 50 - 2024-03-31 490,867 $9,430,000 41,119
   BCS Wealth Management 5 - 2024-03-31 437,272 $8,400,000 27,421
   Union Bankshares Corp 32 - 2024-03-31 437,082 $8,396,000 71,514
   Cornerstone Wealth Management LLC 30 - 2024-03-31 434,834 $8,353,000 28,833
   Ironwood Wealth Management llc 14 - 2024-03-31 413,756 $7,948,000 -98,005
   Equitable Holdings Inc. 164 - 2023-12-31 410,941 $7,931,000 42,350
   ENVESTNET ASSET MANAGEMENT INC 1616 - 2023-12-31 387,222 $7,473,000 73,478
   REBALANCE LLC 21 - 2024-03-31 375,555 $7,214,000 123,320
   TRUENORTH, INC. 6 - 2024-03-31 370,840 $7,124,000 16,959
   Sound Stewardship LLC 8 - 2024-03-31 345,785 $6,643,000 14,094
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 100 - 2024-03-31 341,468 $6,560,000 -456,681
   GPM Growth Investors Inc. 14 - 2023-12-31 338,736 $6,538,000 -19,446
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 117 - 2024-03-31 337,839 $6,490,000 7,523
   Private Advisor Group LLC 386 - 2024-03-31 330,224 $6,344,000 -26,431
   TCG Advisory Services LLC 73 - 2024-03-31 328,001 $6,301,000 28,145
   Good Life Advisors LLC 37 - 2024-03-31 327,817 $6,297,000 -19,147
   VAUGHAN DAVID INVESTMENTS INC/IL 95 - 2023-12-31 314,396 $6,068,000 51,592
   HENGEHOLD CAPITAL MANAGEMENT LLC 33 - 2024-03-31 310,752 $5,970,000 30,272
   FCA CORP /TX 5 - 2024-03-31 308,728 $5,931,000 14,296
   Marietta Wealth Management LLC 42 - 2024-03-31 301,603 $5,794,000 28,891
   Straight Path Wealth Management 8 - 2024-03-31 295,232 $5,671,000 23,147
   Goepper Burkhardt LLC 12 - 2023-12-31 290,000 $5,585,000 24,915
   HIGHTOWER ADVISORS, LLC 917 - 2024-03-31 281,793 $5,406,000 27,942
   GREEN SQUARE CAPITAL MANAGEMENT LLC 18 - 2023-12-31 279,494 $5,394,000 -13,715
   Legacy CG LLC 25 - 2024-03-31 264,046 $5,072,000 11,313
   Trilogy Capital Inc. 70 - 2024-03-31 259,256 $4,980,000 -35,544
   OLD SECOND NATIONAL BANK OF AURORA 24 - 2024-03-31 246,966 $4,744,000 5,812
   Goss Wealth Management LLC 367 - 2023-12-31 240,310 $4,638,000 2,111
   We Are One Seven LLC 93 - 2023-12-31 227,772 $4,396,000 37,882
   MORTON COMMUNITY BANK 18 - 2024-03-31 226,576 $4,353,000 25,270
   H D Vest Advisory Services 348 - 2024-03-31 218,846 $4,204,000 24,603
   COUNTRY CLUB BANK /GFN 86 - 2024-03-31 218,095 $4,190,000 -4,646
   Horizons Wealth Management 12 - 2024-03-31 215,303 $4,155,000 0
   Lokken Investment Group LLC 12 - 2023-12-31 214,782 $4,145,000 6,838
   Lantz Financial LLC 12 *New 2024-03-31 209,761 $4,030,000 209,761
   Carmel Capital Partners LLC 10 - 2024-03-31 196,642 $3,777,000 30,803
   Souders Financial Advisors 48 - 2024-03-31 188,310 $3,617,000 -7,074
   Atria Wealth Solutions Inc. 403 - 2023-12-31 185,876 $3,587,000 149,231
   Altus Wealth Group LLC 12 - 2024-03-31 180,385 $3,465,000 -10,957
   CITADEL ADVISORS LLC 1870 - 2023-12-31 177,971 $3,435,000 51,208
   PRIVATE CLIENT SERVICES LLC 11 - 2024-03-31 174,380 $3,350,000 62,097
   PROVISE MANAGEMENT GROUP LLC 89 - 2024-03-31 173,701 $3,337,000 3,840
   Old Port Advisors 17 - 2023-09-30 170,498 $3,203,000 -34,489
   Sigma Planning Corp 205 - 2024-03-31 165,934 $3,188,000 98,811
   New Potomac Partneres LLC 24 - 2024-03-31 162,229 $3,116,000 19,745
   S.E.E.D. Planning Group LLC 29 - 2024-03-31 161,475 $3,102,000 453
   SFE INVESTMENT COUNSEL 51 - 2024-03-31 159,660 $3,067,000 2,881
   Addison Advisors LLC 22 - 2024-03-31 159,459 $3,063,000 17,955
   WEALTHSOURCE PARTNERS LLC 83 - 2023-12-31 157,936 $3,048,000 27,920
   EXCHANGE CAPITAL MANAGEMENT INC 67 - 2024-03-31 154,772 $2,973,000 11,286
   BEACON FINANCIAL GROUP 81 - 2024-03-31 150,879 $2,898,000 35,869
   Berger Financial Group Inc 98 - 2024-03-31 146,492 $2,814,000 9,197
   NOVARE CAPITAL MANAGEMENT LLC 79 - 2024-03-31 137,635 $2,644,000 3,069
  100 Records found
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