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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
   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
   Brookstone Capital Management 40 - 2024-03-31 1,651,197 $31,719,000 -130,492
   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
   KICKSTAND VENTURES LLC. 2 - 2023-12-31 936,938 $18,083,000 -62,425
   InterOcean Capital Group LLC 61 - 2023-12-31 690,315 $13,323,000 -66,051
   Steward Partners Investment Advisory LLC 139 - 2023-12-31 624,069 $12,045,000 -25,689
   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
   GILL CAPITAL PARTNERS LLC 6 - 2024-03-31 499,174 $9,527,000 -3,246
   Ironwood Wealth Management llc 14 - 2024-03-31 413,756 $7,948,000 -98,005
   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
   Private Advisor Group LLC 386 - 2024-03-31 330,224 $6,344,000 -26,431
   Good Life Advisors LLC 37 - 2024-03-31 327,817 $6,297,000 -19,147
   GREEN SQUARE CAPITAL MANAGEMENT LLC 18 - 2023-12-31 279,494 $5,394,000 -13,715
   Trilogy Capital Inc. 70 - 2024-03-31 259,256 $4,980,000 -35,544
   COUNTRY CLUB BANK /GFN 86 - 2024-03-31 218,095 $4,190,000 -4,646
   Souders Financial Advisors 48 - 2024-03-31 188,310 $3,617,000 -7,074
   Altus Wealth Group LLC 12 - 2024-03-31 180,385 $3,465,000 -10,957
   Old Port Advisors 17 - 2023-09-30 170,498 $3,203,000 -34,489
   Kestra Advisory Services LLC 699 - 2023-12-31 128,207 $2,474,000 -2,191
   Stonebridge Capital Advisors LLC 85 - 2023-12-31 119,321 $2,303,000 -101,542
   Kohmann Bosshard Financial Services LLC 51 - 2024-03-31 109,061 $2,095,000 -2
   FINANCIAL ADVISORY GROUP 32 - 2024-03-31 106,201 $2,040,000 -839
   Baird Financial Group Inc. 951 - 2023-12-31 97,151 $1,875,000 -46,517
   Gladstone Institutional Advisory LLC 207 - 2023-12-31 94,275 $1,820,000 -40,546
   GRADIENT INVESTMENTS LLC 170 - 2024-03-31 74,413 $1,429,000 -824
   MONTAG A & ASSOCIATES INC 212 - 2024-03-31 73,412 $1,410,000 -1,255
   DENVER WEALTH MANAGEMENT INC. 23 - 2024-03-31 71,105 $1,366,000 -41,929
   PROSPERA FINANCIAL SERVICES 401 - 2023-12-31 67,856 $1,310,000 -3,258
   SEGMENT WEALTH MANAGEMENT, LLC 132 - 2024-03-31 63,675 $1,223,000 -2,720
   GLOBALT Investments LLC / GA 144 - 2024-03-31 53,731 $1,032,000 -2,986
   Western Wealth Management LLC 231 - 2024-03-31 52,381 $1,006,000 -1,968
   Matthew Goff Investment Advisor LLC 60 - 2024-03-31 47,336 $909,000 -37
   ETF Store Inc. 38 - 2024-03-31 47,268 $908,000 -17,100
   RVW Wealth LLC 71 - 2024-03-31 46,283 $889,000 -4,974
   Apella Capital LLC 149 - 2024-03-31 46,243 $888,000 -2,486
   4Thought Financial Group Inc. 19 - 2024-03-31 41,607 $799,000 -310
   Sterling Financial Group Inc. 30 - 2024-03-31 41,576 $799,000 -471,725
   Global Retirement Partners LLC 414 - 2024-03-31 40,224 $773,000 -2,236
   FINANCIAL NETWORK 1567 - 2023-12-31 39,133 $755,000 -2,636
   Virginia National Bank 11 - 2023-09-30 39,436 $741,000 -8,205
   Insight Wealth Partners LLC 45 - 2024-03-31 35,902 $690,000 -1,424
   MULTIFINANCIAL SECURITIES CORP 981 - 2023-12-31 33,645 $649,000 -160
   NORTHERN OAK CAPITAL MANAGEMENT INC 149 - 2024-03-31 32,633 $627,000 -23,788
   AE Wealth Management LLC 1321 - 2023-12-31 32,200 $620,000 -5,692
   Capital Investment Advisors LLC 368 - 2024-03-31 29,547 $568,000 -1,979
   SIGMA INVESTMENT COUNSELORS INC 119 - 2024-03-31 29,442 $566,000 -4,800
   FC Advisory LLC 69 - 2024-03-31 24,867 $478,000 -2,768
   Kingsview Wealth Management LLC 672 - 2024-03-31 24,779 $476,000 -1,965
   SAVANT CAPITAL MANAGEMENT INC 789 - 2024-03-31 21,838 $420,000 -9,521
   Beacon Pointe Advisors LLC 945 - 2023-12-31 21,294 $411,000 -5,991
   Resources Investment Advisors Inc. 821 - 2024-03-31 20,584 $395,000 -6,473
   HM PAYSON & CO 317 - 2023-12-31 17,830 $344,000 -10,520
   CHATHAM CAPITAL GROUP INC 172 - 2024-03-31 15,100 $290,000 -277,730
   Latitude Advisors LLC 120 - 2024-03-31 14,422 $277,000 -29
   W.H. Cornerstone Investments Inc. 110 - 2024-03-31 13,872 $266,000 -12,040
   YHB INVESTMENT ADVISORS, INC. 243 - 2024-03-31 13,793 $265,000 -565
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 53 - 2022-12-31 13,922 $263,000 -1,553
   Streettalk Advisors LLC 388 - 2024-03-31 12,350 $237,000 -2,109
   ANCORA ADVISORS, LLC 615 - 2023-12-31 11,442 $221,000 -1,148
   IOWA STATE BANK 104 - 2024-03-31 11,078 $213,000 -2,619
   VIGILANT CAPITAL MANAGEMENT LLC 146 - 2023-06-30 10,618 $201,000 -2,662
   First Command Financial Services Inc. 152 - 2023-06-30 9,198 $174,000 -14
   First Command Bank 152 - 2023-06-30 9,198 $174,000 -14
   Sutton Wealth Advisors Inc. 126 - 2023-09-30 8,161 $153,000 -237
   SUMMIT INVESTMENT ADVISORS INC 1584 - 2023-12-31 6,408 $124,000 -84
   Impact Partnership Wealth LLC 300 - 2023-12-31 3,038 $59,000 -6,564
   PROEQUITIES INC. 8822 - 2024-03-31 0 $0 -18,193
  72 Records found
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