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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 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
   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
   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
   McMahon Financial Advisors LLC 2 - 2024-03-31 1,652,561 $31,746,000 52,745
   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
   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
   ADVISORS CAPITAL MANAGEMENT LLC 76 - 2023-12-31 1,110,098 $21,425,000 84,960
   STIFEL FINANCIAL CORP 511 - 2023-12-31 1,044,811 $20,165,000 64,172
   Engrave Wealth Partners LLC 6 - 2023-12-31 926,002 $17,872,000 11,015
   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
   KIRR MARBACH & CO LLC /IN/ 11 - 2024-03-31 797,442 $15,319,000 16,568
   Advisor Group Holdings Inc. 602 - 2023-12-31 747,138 $14,420,000 288,868
   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
   LEGACY PRIVATE TRUST CO. 26 - 2024-03-31 639,497 $12,285,000 6,523
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 431 - 2024-03-31 561,805 $10,792,000 111,742
   MML INVESTORS SERVICES LLC 367 - 2023-12-31 525,695 $10,146,000 238,488
   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
   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 - 2023-12-31 331,691 $6,402,000 1,246
   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
   Marietta Wealth Management LLC 42 - 2024-03-31 301,603 $5,794,000 28,891
   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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1057 - 2023-12-31 279,739 $5,399,000 279,739
   Legacy CG LLC 25 - 2024-03-31 264,046 $5,072,000 11,313
   HIGHTOWER ADVISORS, LLC 967 - 2023-12-31 253,851 $4,890,000 30,646
   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
   Lokken Investment Group LLC 12 - 2023-12-31 214,782 $4,145,000 6,838
   Carmel Capital Partners LLC 10 - 2024-03-31 196,642 $3,777,000 30,803
   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
   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
   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
   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
   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
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 144 - 2023-12-31 131,644 $2,541,000 7,192
   AlphaStar Capital Management LLC 58 - 2023-12-31 122,790 $2,370,000 76,927
   LEAVELL T & ASSOCIATES INC 157 - 2024-03-31 118,610 $2,278,000 9,207
   Hennion & Walsh Asset Management Inc. 230 - 2024-03-31 117,886 $2,265,000 9,348
   Secure Asset Management LLC 37 - 2024-03-31 114,104 $2,192,000 3,042
   Solitude Financial Services 15 - 2024-03-31 112,495 $2,161,000 78,064
   ATRIA INVESTMENTS LLC 578 - 2023-12-31 109,349 $2,110,000 4,381
   FINANCIAL ADVISORY GROUP 34 - 2023-12-31 107,040 $2,066,000 830
   Geneos Wealth Management Inc. 256 - 2024-03-31 103,153 $1,982,000 26,773
   MONECO Advisors LLC 91 - 2024-03-31 101,143 $1,943,000 43,355
   Blue Barn Wealth LLC 27 - 2023-12-31 93,930 $1,813,000 30,291
   River Street Advisors LLC 23 - 2024-03-31 92,744 $1,782,000 7,347
   ASPEN INVESTMENT MANAGEMENT INC 30 - 2024-03-31 91,920 $1,766,000 1,375
   G2 CAPITAL MANAGEMENT LLC / OH 19 - 2023-12-31 90,948 $1,755,000 855
   Oliver Luxxe Assets LLC 79 - 2024-03-31 91,284 $1,754,000 4,472
   Colonial Trust Co / SC 70 - 2023-12-31 90,094 $1,739,000 33,484
   Redwood Financial Network Corp 17 - 2024-03-31 85,167 $1,636,000 4,267
   SAWGRASS ASSET MANAGEMENT LLC 80 - 2023-12-31 81,153 $1,566,000 6,188
   Masso Torrence Wealth Management Inc. 27 - 2024-03-31 77,109 $1,481,000 10,915
   BLUE CREEK INVESTMENT PARTNERS LLC 101 - 2024-03-31 76,833 $1,476,000 27,855
   MONTAG A & ASSOCIATES INC 185 - 2023-12-31 74,667 $1,441,000 3,218
   Ballew Advisors Inc 22 - 2024-03-31 75,083 $1,436,000 13,251
   SILVERLAKE WEALTH MANAGEMENT LLC 32 - 2024-03-31 74,655 $1,434,000 13,483
   Ellevest Inc. 64 - 2023-12-31 72,127 $1,392,000 37,135
   EVEXIA WEALTH LLC 35 - 2024-03-31 72,170 $1,382,000 6,724
   AA Financial Advisors LLC 51 - 2024-03-31 71,932 $1,382,000 30,726
   KESSLER INVESTMENT GROUP, LLC 31 - 2024-03-31 70,659 $1,357,000 2,070
   Oder Investment Management LLC 19 - 2023-12-31 67,051 $1,294,000 49,096
  100 Records found
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