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Get Institutions for : 
Invesco Bulletshares 2027 Corp Bond ETF (BSCR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 233    22
Total shares held : 
 54,477,362  
% of shares held : 
 47.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   103  
Amount of shares held : 
 10,653,348  
% of shares held change : 
   9.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 3,251,475
 5.97%
 
Increased Positions :
125
 9,767,522
 17.93%
 
Unchanged Positions :
30
 546,370
 1%
 
Decreased Positions :
44
-1,768,720
-3.25%
 
Closed Positions :
12
-596,929
-1.1%
 
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 955 - 2023-12-31 7,208,842 $140,248,000 984,995
   WELLS FARGO & CO/MN 575 - 2023-12-31 3,481,015 $67,723,000 735,753
   BANK OF AMERICA CORP /DE/ 1140 - 2023-12-31 2,665,751 $51,862,000 1,537,886
   UBS Group AG 707 - 2023-12-31 2,334,705 $45,422,000 767,101
   LPL FINANCIAL CORP 589 - 2023-12-31 1,961,233 $38,156,000 740,398
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 21 - 2023-12-31 1,947,320 $37,885,000 138,955
   Brookstone Capital Management 41 - 2024-03-31 1,644,324 $31,719,000 -129,293
   EASTERN BANK - 2023-12-31 1,473,692 $28,671,000 842
   DAVIS R M INC 59 - 2023-12-31 1,246,597 $24,253,000 1,033,370
   MANCHESTER FINANCIAL INC 7 - 2024-03-31 1,253,672 $24,183,000 50,386
   Motley Fool Wealth Management LLC 22 - 2023-12-31 1,102,998 $21,451,000 22,841
   RAYMOND JAMES & ASSOCIATES 756 - 2023-12-31 994,162 $19,341,000 269,302
   HILLSTRUST 12 *New 2023-12-31 936,930 $18,228,000 936,930
   Nelson Van Denburg & Campbell Wealth Management Gr 22 - 2023-12-31 924,949 $17,995,000 147,987
   TLWM 10 - 2024-03-31 927,956 $17,900,000 83,137
   JANNEY MONTGOMERY SCOTT LLC 341 - 2023-12-31 876,458 $17,052,000 5,862
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 553 - 2023-12-31 843,569 $16,412,000 42,268
   INVESCO LTD 1505 - 2023-12-31 831,831 $16,183,000 194,188
   Legacy Financial Group LLC 12 - 2024-03-31 706,679 $13,632,000 684,923
   Asset Dedication LLC 18 - 2024-03-31 697,165 $13,422,000 161,968
   TRUENORTH, INC. 2 - 2023-12-31 623,084 $12,122,000 -22,098
   ROYAL BANK OF CANADA 1397 - 2023-12-31 565,445 $11,001,000 35,879
   STIFEL FINANCIAL CORP 747 - 2023-12-31 552,786 $10,754,000 33,831
   Lido Advisors LLC 144 - 2023-12-31 516,053 $10,040,000 32,481
   HIGHTOWER ADVISORS, LLC 691 - 2023-12-31 509,753 $9,912,000 -399,597
   MML INVESTORS SERVICES LLC 395 - 2023-12-31 479,019 $9,319,000 221,077
   COLONY GROUP LLC 147 - 2023-09-30 489,883 $9,180,000 -17,980
   COMMONWEALTH EQUITY SERVICES LLC. 777 - 2023-12-31 461,665 $8,982,000 336,073
   COLONY GROUP, LLC 171 *New 2023-12-31 443,982 $8,640,000 443,982
   COOKSON PEIRCE & CO INC 61 - 2023-12-31 443,847 $8,635,000 -6,084
   Union Bankshares Corp 30 - 2024-03-31 439,449 $8,477,000 78,796
   Ironwood Wealth Management llc 11 - 2024-03-31 438,178 $8,452,000 -49,338
   CHATHAM CAPITAL GROUP INC 12 *New 2024-03-31 433,430 $8,361,000 433,430
   JANE STREET GROUP LLC 1123 - 2023-12-31 392,284 $7,632,000 -99,651
   Good Life Advisors LLC 32 - 2023-12-31 349,990 $6,809,000 218
   Advisor Group Holdings Inc. 1019 - 2023-12-31 341,580 $6,646,000 -116,528
   GPM Growth Investors Inc. 12 - 2023-12-31 338,278 $6,581,000 2,108
   Sargent Bickham Lagudis LLC 40 - 2022-12-31 344,985 $6,553,000 -14,638
   Equitable Holdings Inc. 188 - 2023-12-31 328,072 $6,383,000 54,739
   AMERIPRISE FINANCIAL INC 2108 - 2023-12-31 326,000 $6,346,000 -66,658
   TCG Advisory Services LLC 57 - 2023-12-31 319,704 $6,220,000 16,716
   Red Spruce Capital LLC 5 - 2024-03-31 311,402 $6,007,000 47,087
   SENTINEL PENSION ADVISORS INC 12 *New 2023-12-31 301,935 $5,874,000 301,935
   HENGEHOLD CAPITAL MANAGEMENT LLC 34 - 2024-03-31 289,598 $5,586,000 278,225
   Private Advisor Group LLC 396 - 2023-12-31 281,822 $5,483,000 94,560
   Marietta Wealth Management LLC 44 - 2023-12-31 273,636 $5,324,000 -3,372
   Goepper Burkhardt LLC 14 - 2023-12-31 274,450 $5,305,000 55,715
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 132 - 2023-12-31 264,754 $5,151,000 -4,173
   VAUGHAN DAVID INVESTMENTS INC/IL 97 - 2023-12-31 258,317 $5,026,000 167,328
   Legacy CG LLC 25 - 2023-12-31 249,242 $4,849,000 43,850
   FCA CORP /TX 12 - 2023-12-31 246,837 $4,802,000 7,486
   Trilogy Capital Inc. 74 - 2024-03-31 248,796 $4,799,000 -15,170
   Straight Path Wealth Management - 2023-12-31 240,573 $4,680,000 184,525
   Goss Wealth Management LLC 380 - 2023-12-31 230,992 $4,494,000 2,392
   VISTA INVESTMENT MANAGEMENT 10 - 2023-12-31 220,880 $4,297,000 33,032
   LEGACY PRIVATE TRUST CO. 71 - 2024-03-31 213,679 $4,122,000 -279,743
   Horizons Wealth Management 13 - 2024-03-31 204,568 $3,980,000 0
   ATRIA INVESTMENTS LLC 360 - 2023-12-31 201,665 $3,923,000 632
   ENVESTNET ASSET MANAGEMENT INC 2071 - 2023-12-31 194,605 $3,786,000 43,520
   BCS Wealth Management 17 - 2024-03-31 196,050 $3,782,000 44,332
   Integrated Wealth Concepts LLC 311 - 2023-12-31 178,122 $3,465,000 -29,984
   We Are One Seven LLC 128 - 2023-12-31 171,547 $3,337,000 128,260
   Matthew Goff Investment Advisor LLC 36 - 2024-03-31 167,518 $3,231,000 -886
   Carmel Capital Partners LLC 10 *New 2023-12-31 165,573 $3,221,000 165,573
   Berger Financial Group Inc 90 - 2024-03-31 166,601 $3,214,000 7,066
   KIRR MARBACH & CO LLC /IN/ 34 - 2023-12-31 160,640 $3,125,000 460
   NOVARE CAPITAL MANAGEMENT LLC 74 - 2023-12-31 157,786 $3,070,000 -11,835
   Kestra Advisory Services LLC 629 - 2023-12-31 156,312 $3,041,000 77,135
   REBALANCE LLC 33 *New 2023-12-31 154,320 $3,002,000 154,320
   S.E.E.D. Planning Group LLC 30 *New 2024-03-31 155,013 $2,990,000 155,013
   MORTON COMMUNITY BANK 40 - 2023-12-31 150,920 $2,936,000 0
   EP WEALTH ADVISORS, INC. 211 - 2023-12-31 150,051 $2,919,000 -266
   Cribstone Capital Management LLC 17 - 2022-12-31 153,021 $2,907,000 81,448
   Addison Advisors LLC 25 - 2023-12-31 137,046 $2,666,000 16,093
   Laurel Wealth Advisors LLC 53 - 2023-12-31 136,623 $2,658,000 17,228
   SFE INVESTMENT COUNSEL 52 - 2023-12-31 136,305 $2,652,000 25,424
   EXCHANGE CAPITAL MANAGEMENT INC 74 - 2024-03-31 135,785 $2,619,000 13,311
   ASPEN INVESTMENT MANAGEMENT INC 15 *New 2023-12-31 131,380 $2,556,000 131,380
   EMPIRICAL FINANCIAL SERVICES, LLC 149 - 2023-12-31 124,776 $2,428,000 595
   New Potomac Partneres LLC 29 - 2023-12-31 124,515 $2,422,000 32,782
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1079 - 2023-12-31 124,065 $2,414,000 72,332
   Souders Financial Advisors - 2023-12-31 121,171 $2,357,000 6,663
   Oliver Luxxe Assets LLC 63 - 2024-03-31 122,132 $2,356,000 5,375
   COLONIAL ASSET MANAGEMENT, INC. 88 - 2023-12-31 113,696 $2,212,000 7,594
   Secure Asset Management LLC - 2023-12-31 110,356 $2,147,000 1,465
   FINANCIAL ADVISORY GROUP 35 - 2023-12-31 104,602 $2,035,000 2,066
   PROVISE MANAGEMENT GROUP LLC 132 - 2023-12-31 94,366 $1,836,000 504
   H D Vest Advisory Services 546 - 2023-12-31 88,399 $1,720,000 -1,323
   Colonial Trust Co / SC 72 - 2023-12-31 85,929 $1,672,000 33,129
   Gladstone Institutional Advisory LLC 217 - 2023-12-31 85,647 $1,666,000 -49,920
   Baird Financial Group Inc. 986 - 2023-12-31 85,192 $1,657,000 -32,647
   AlphaStar Capital Management LLC 82 - 2023-12-31 83,744 $1,629,000 49,777
   LEAVELL T & ASSOCIATES INC - 2023-12-31 83,432 $1,623,000 12,252
   Altus Wealth Group LLC 25 - 2023-12-31 81,739 $1,590,000 4,911
   Hennion & Walsh Asset Management Inc. 309 - 2024-03-31 81,869 $1,579,000 20,890
   NOTTINGHAM ADVISORS INC 50 - 2023-12-31 123,868 $1,549,000 19,878
   IFG Advisory LLC 205 *New 2023-12-31 79,641 $1,549,000 79,641
   CAPTRUST FINANCIAL ADVISORS 1036 - 2023-12-31 79,139 $1,540,000 24,725
   G2 CAPITAL MANAGEMENT LLC / OH 20 - 2023-12-31 77,773 $1,513,000 783
   Flaharty Asset Management LLC 39 - 2023-12-31 76,909 $1,496,000 0
  100 Records found
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