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Get Institutions for : 
Invesco Bulletshares 2026 Corporate Bond ETF (BSCQ)  
$19.09 0.01 (0.03%) as of 4:30 Fri 4/26


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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  : 
0.13 (0.66%)  




 
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 426 - 2023-12-31 5,622,991 $108,524,000 509,717
   BANK OF AMERICA CORP /DE/ 954 - 2023-12-31 3,949,364 $76,223,000 322,850
   LPL FINANCIAL CORP 435 - 2023-12-31 3,159,056 $60,970,000 969,963
   UBS Group AG 636 - 2023-12-31 2,874,395 $55,476,000 835,719
   SHUFRO ROSE & CO LLC 1 - 2023-12-31 2,791,043 $52,431,000 -19,445
   AMERIPRISE FINANCIAL INC 782 - 2023-12-31 2,514,053 $48,512,000 353,727
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 246 - 2023-12-31 2,434,816 $46,992,000 -98,446
   Aptus Capital Advisors LLC 12 - 2023-12-31 2,332,419 $45,016,000 -465,852
   Lido Advisors LLC 38 - 2023-12-31 1,963,634 $37,898,000 -89,745
   HILLSTRUST 6 - 2023-12-31 1,826,905 $35,259,000 760,588
   JANE STREET GROUP LLC 341 - 2023-12-31 1,813,167 $34,994,000 507,098
   Fusion Family Wealth LLC 11 - 2023-12-31 1,661,154 $32,060,000 -5,330
   Brookstone Capital Management 40 - 2024-03-31 1,651,197 $31,719,000 -130,492
   McMahon Financial Advisors LLC 3 - 2023-12-31 1,599,816 $30,876,000 1,218
   Motley Fool Wealth Management LLC 16 - 2023-12-31 1,471,007 $28,385,000 31,673
   EASTERN BANK - 2023-12-31 1,449,793 $27,981,000 1,180
   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
   TLWM 5 - 2024-03-31 1,340,974 $25,760,000 94,344
   ADVISORS CAPITAL MANAGEMENT LLC 76 - 2023-12-31 1,110,098 $21,425,000 84,960
   RAYMOND JAMES & ASSOCIATES 713 - 2023-12-31 1,100,428 $21,238,000 209,166
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 510 - 2023-12-31 876,669 $16,920,000 703,613
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 1 - 2024-03-31 867,321 $16,661,000 61,790
   DAVIS R M INC 74 - 2023-12-31 842,594 $16,262,000 79,749
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 47 - 2023-12-31 798,149 $15,404,000 -988,653
   KIRR MARBACH & CO LLC /IN/ 8 - 2023-12-31 780,874 $15,071,000 396,993
   Advisor Group Holdings Inc. 602 - 2023-12-31 747,138 $14,420,000 288,868
   NOTTINGHAM ADVISORS INC 13 - 2023-12-31 930,485 $13,923,000 37,015
   JANNEY MONTGOMERY SCOTT LLC 408 - 2023-12-31 696,532 $13,443,000 33,358
   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
   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 5 - 2023-12-31 502,420 $9,697,000 -12,600
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 457 - 2023-12-31 450,063 $8,686,000 265,713
   COOKSON PEIRCE & CO INC 60 - 2023-12-31 449,748 $8,680,000 -8,027
   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
   Private Advisor Group LLC 338 - 2023-12-31 356,655 $6,883,000 79,651
   TRUENORTH, INC. 6 - 2023-12-31 353,881 $6,830,000 -778
   Good Life Advisors LLC 34 - 2023-12-31 346,964 $6,696,000 1,010
   GPM Growth Investors Inc. 14 - 2023-12-31 338,736 $6,538,000 -19,446
   Sound Stewardship LLC 8 - 2023-12-31 331,691 $6,402,000 1,246
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 116 - 2023-12-31 330,316 $6,375,000 -45,668
   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
   TCG Advisory Services LLC 63 - 2023-12-31 299,856 $5,787,000 6,777
   FCA CORP /TX 6 - 2023-12-31 294,432 $5,683,000 7,594
   Goepper Burkhardt LLC 12 - 2023-12-31 290,000 $5,585,000 24,915
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1057 - 2023-12-31 279,739 $5,399,000 279,739
   GREEN SQUARE CAPITAL MANAGEMENT LLC 18 - 2023-12-31 279,494 $5,394,000 -13,715
   Marietta Wealth Management LLC 47 - 2023-12-31 272,712 $5,263,000 -7,324
   Straight Path Wealth Management - 2023-12-31 272,085 $5,251,000 26,555
   Trilogy Capital Inc. 70 - 2024-03-31 259,256 $4,980,000 -35,544
   HIGHTOWER ADVISORS, LLC 967 - 2023-12-31 253,851 $4,890,000 30,646
   Legacy CG LLC 23 - 2023-12-31 252,733 $4,878,000 36,266
   REBALANCE LLC 27 - 2023-12-31 252,235 $4,868,000 83,778
   OLD SECOND NATIONAL BANK OF AURORA 21 - 2023-12-31 241,154 $4,654,000 -3,067
   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
   COUNTRY CLUB BANK /GFN - 2023-12-31 222,741 $4,296,000 1,146
   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
   MORTON COMMUNITY BANK 18 - 2023-12-31 201,306 $3,885,000 0
   Souders Financial Advisors - 2023-12-31 195,384 $3,771,000 6,672
   H D Vest Advisory Services 333 - 2023-12-31 194,243 $3,749,000 19,487
   Altus Wealth Group LLC 11 - 2023-12-31 191,342 $3,693,000 10,990
   Atria Wealth Solutions Inc. 403 - 2023-12-31 185,876 $3,587,000 149,231
   CITADEL ADVISORS LLC 1870 - 2023-12-31 177,971 $3,435,000 51,208
   PROVISE MANAGEMENT GROUP LLC 96 - 2023-12-31 169,861 $3,278,000 -646
   Old Port Advisors 17 - 2023-09-30 170,498 $3,203,000 -34,489
   Carmel Capital Partners LLC 11 - 2023-12-31 165,839 $3,201,000 46,336
   S.E.E.D. Planning Group LLC 29 - 2024-03-31 161,475 $3,102,000 453
   WEALTHSOURCE PARTNERS LLC 83 - 2023-12-31 157,936 $3,048,000 27,920
   SFE INVESTMENT COUNSEL 45 - 2023-12-31 156,779 $3,026,000 5,212
   EXCHANGE CAPITAL MANAGEMENT INC 67 - 2024-03-31 154,772 $2,973,000 11,286
   Berger Financial Group Inc 98 - 2024-03-31 146,492 $2,814,000 9,197
   New Potomac Partneres LLC 23 - 2023-12-31 142,484 $2,750,000 15,113
   Addison Advisors LLC 21 - 2023-12-31 141,504 $2,731,000 8,042
   Integrated Wealth Concepts LLC 380 - 2023-12-31 136,761 $2,639,000 1,172
   NOVARE CAPITAL MANAGEMENT LLC 78 - 2023-12-31 134,566 $2,597,000 -13,966
   Laurel Wealth Advisors LLC 56 - 2023-12-31 133,146 $2,570,000 13,202
   RENAISSANCE TECHNOLOGIES LLC 1797 - 2023-12-31 132,900 $2,565,000 58,200
   COLONIAL ASSET MANAGEMENT, INC. 82 - 2023-12-31 132,781 $2,563,000 4,534
  100 Records found
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