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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HILLSTRUST 12 *New 2023-12-31 936,930 $18,228,000 936,930
   COLONY GROUP, LLC 171 *New 2023-12-31 443,982 $8,640,000 443,982
   CHATHAM CAPITAL GROUP INC 12 *New 2024-03-31 433,430 $8,361,000 433,430
   SENTINEL PENSION ADVISORS INC 12 *New 2023-12-31 301,935 $5,874,000 301,935
   AA Financial Advisors LLC 21 *New 2024-03-31 184,213 $3,553,000 184,213
   S.E.E.D. Planning Group LLC 30 *New 2024-03-31 155,013 $2,990,000 155,013
   Paradiem LLC 65 *New 2024-03-31 124,142 $2,395,000 124,142
   Solitude Financial Services 14 *New 2024-03-31 115,300 $2,224,000 115,300
   IFG Advisory LLC 205 *New 2023-12-31 79,641 $1,549,000 79,641
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2342 *New 2023-12-31 71,123 $1,384,000 71,123
   Engrave Wealth Partners LLC 41 *New 2023-12-31 33,511 $652,000 33,511
   FIFTH THIRD BANCORP 715 *New 2024-03-31 30,500 $588,000 30,500
   RENAISSANCE TECHNOLOGIES LLC 2726 *New 2023-12-31 29,100 $566,000 29,100
   KESTRA PRIVATE WEALTH SERVICES LLC 816 *New 2024-03-31 24,435 $471,000 24,435
   WCG Wealth Advisors LLC 271 *New 2023-12-31 19,198 $373,000 19,198
   Kades & Cheifetz LLC 63 *New 2023-12-31 17,704 $344,000 17,704
   Heritage Trust Co 230 *New 2023-12-31 16,323 $318,000 16,323
   DOVER ADVISORS LLC 97 *New 2024-03-31 15,916 $307,000 15,916
   American Institute for Advanced Investment Managem 105 *New 2024-03-31 15,320 $296,000 15,320
   NWAM LLC 439 *New 2023-12-31 15,215 $296,000 15,215
   Old Port Advisors 175 *New 2023-09-30 13,705 $257,000 13,705
   J.W. COLE ADVISORS INC. 770 *New 2024-03-31 12,319 $238,000 12,319
   S.C. Financial Services Inc. 111 *New 2022-12-31 11,215 $213,000 11,215
   Redhawk Wealth Advisors Inc. 281 *New 2023-12-31 10,414 $203,000 10,414
   Foundry Financial Group Inc. 52 *New 2024-03-31 10,159 $196,000 10,159
   Westside Investment Management Inc. 280 *New 2024-03-31 5,116 $98,000 5,116
   MARQUETTE ASSET MANAGEMENT INC. 128 *New 2023-12-31 3,920 $76,000 3,920
   SHEETS SMITH & ASSOCIATES INC 388 *New 2023-09-30 2,179 $41,000 2,179
   VOISARD ASSET MANAGEMENT GROUP INC. 180 *New 2024-03-31 1,287 $25,000 1,287
   OPTIMUM INVESTMENT ADVISORS 462 *New 2024-03-31 1,000 $19,000 1,000
   Parallel Advisors LLC 1979 *New 2023-12-31 997 $19,000 997
   Tyler-Stone Wealth Management 558 *New 2023-12-31 700 $14,000 700
   PNC FINANCIAL SERVICES GROUP INC 3708 *New 2023-12-31 475 $9,000 475
   ADVISORY SERVICES NETWORK, LLC 3002 *New 2023-12-31 313 $6,000 313
   First PREMIER Bank 391 *New 2024-03-31 205 $4,000 205

  35 Records found
  1    
  Page 1 of 1
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