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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
   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
   RAYMOND JAMES & ASSOCIATES 733 - 2024-03-31 1,140,765 $22,005,000 146,603
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 471 - 2024-03-31 1,135,639 $21,906,000 292,070
   Motley Fool Wealth Management LLC 22 - 2023-12-31 1,102,998 $21,451,000 22,841
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 1,072,486 $20,688,000 147,537
   JANNEY MONTGOMERY SCOTT LLC 348 - 2024-03-31 971,415 $18,739,000 94,957
   TLWM 10 - 2024-03-31 927,956 $17,900,000 83,137
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 796 - 2024-03-31 502,933 $9,702,000 41,268
   COOKSON PEIRCE & CO INC 58 - 2024-03-31 484,219 $9,341,000 40,372
   MML INVESTORS SERVICES LLC 395 - 2023-12-31 479,019 $9,319,000 221,077
   Union Bankshares Corp 30 - 2024-03-31 439,449 $8,477,000 78,796
   Private Advisor Group LLC - 2024-03-31 349,015 $6,733,000 67,193
   GPM Growth Investors Inc. 12 - 2023-12-31 338,278 $6,581,000 2,108
   Equitable Holdings Inc. 188 - 2023-12-31 328,072 $6,383,000 54,739
   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
   Marietta Wealth Management LLC 46 - 2024-03-31 298,286 $5,754,000 24,650
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 683 - 2024-03-31 291,366 $5,620,000 167,301
   HENGEHOLD CAPITAL MANAGEMENT LLC 34 - 2024-03-31 289,598 $5,586,000 278,225
   Straight Path Wealth Management 9 - 2024-03-31 283,761 $5,474,000 43,188
   Goepper Burkhardt LLC 14 - 2023-12-31 274,450 $5,305,000 55,715
   Legacy CG LLC 26 - 2024-03-31 261,114 $5,037,000 11,872
   VAUGHAN DAVID INVESTMENTS INC/IL 97 - 2023-12-31 258,317 $5,026,000 167,328
   FCA CORP /TX 12 - 2023-12-31 246,837 $4,802,000 7,486
   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
   MORTON COMMUNITY BANK - 2024-03-31 212,935 $4,108,000 62,015
   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
   Carmel Capital Partners LLC 9 - 2024-03-31 195,983 $3,781,000 30,410
   We Are One Seven LLC 128 - 2023-12-31 171,547 $3,337,000 128,260
   REBALANCE LLC 31 - 2024-03-31 168,005 $3,241,000 13,685
   Berger Financial Group Inc 90 - 2024-03-31 166,601 $3,214,000 7,066
   Sigma Planning Corp - 2024-03-31 159,196 $3,071,000 94,904
   Kestra Advisory Services LLC 629 - 2023-12-31 156,312 $3,041,000 77,135
   Cribstone Capital Management LLC 17 - 2022-12-31 153,021 $2,907,000 81,448
   ASPEN INVESTMENT MANAGEMENT INC 14 - 2024-03-31 148,230 $2,859,000 16,850
   New Potomac Partneres LLC - 2024-03-31 146,035 $2,817,000 21,520
   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
   EMPIRICAL FINANCIAL SERVICES, LLC 149 - 2023-12-31 124,776 $2,428,000 595
   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 - 2024-03-31 113,819 $2,196,000 3,463
   FINANCIAL ADVISORY GROUP 35 - 2023-12-31 104,602 $2,035,000 2,066
   Geneos Wealth Management Inc. - 2024-03-31 97,219 $1,875,000 29,592
   PROVISE MANAGEMENT GROUP LLC 132 - 2023-12-31 94,366 $1,836,000 504
   LEAVELL T & ASSOCIATES INC 187 - 2024-03-31 93,042 $1,795,000 9,610
   Colonial Trust Co / SC 72 - 2023-12-31 85,929 $1,672,000 33,129
   AlphaStar Capital Management LLC 82 - 2023-12-31 83,744 $1,629,000 49,777
   MONECO Advisors LLC 103 - 2024-03-31 84,021 $1,621,000 43,364
   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
   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
   SAWGRASS ASSET MANAGEMENT LLC 85 - 2023-12-31 74,702 $1,453,000 6,705
   Blue Barn Wealth LLC 30 - 2023-12-31 72,296 $1,407,000 25,993
   Ellevest Inc. 63 - 2023-12-31 71,694 $1,395,000 36,662
   KESSLER INVESTMENT GROUP, LLC 30 - 2024-03-31 71,441 $1,378,000 1,019
   FINANCIAL NETWORK 1195 - 2023-12-31 68,150 $1,326,000 46,365
   CWM LLC 741 - 2024-03-31 68,698 $1,325,000 3,070
   Masso Torrence Wealth Management Inc. 29 - 2024-03-31 67,320 $1,299,000 12,448
   Astoria Portfolio Advisors LLC. 35 - 2024-03-31 60,472 $1,156,000 285
   SILVERLAKE WEALTH MANAGEMENT LLC 42 - 2024-03-31 58,431 $1,127,000 17,569
   Redwood Financial Network Corp - 2024-03-31 57,617 $1,111,000 4,518
   VANGUARD GROUP INC 3801 - 2023-12-31 55,146 $1,073,000 559
   BUTENSKY & COHEN FINANCIAL SECURITY INC 77 - 2024-03-31 54,480 $1,051,000 2,300
   Sound Stewardship LLC 33 - 2023-12-31 50,715 $987,000 37,035
   Apeiron RIA LLC 62 - 2024-03-31 50,869 $981,000 11
   IHT Wealth Management LLC 394 - 2023-12-31 50,079 $974,000 1,622
   CITADEL ADVISORS LLC 2964 - 2023-12-31 49,688 $967,000 12,229
   BB&T CORP 1595 - 2023-12-31 48,989 $953,000 8,649
   Atria Wealth Solutions Inc. 913 - 2023-12-31 45,151 $878,000 9,935
   Cypress Wealth Services LLC 89 - 2024-03-31 45,072 $869,000 564
   Ballew Advisors Inc 46 - 2024-03-31 43,243 $826,000 6,712
   Oder Investment Management LLC 39 - 2023-12-31 41,669 $811,000 6,801
   STEPHENS INC /AR/ 596 - 2023-12-31 40,543 $789,000 8,053
   COMERICA BANK 1701 - 2023-12-31 36,605 $712,000 6,980
   Comprehensive Financial Consultants Institutional - 2024-03-31 36,610 $706,000 4,002
   EQIS CAPITAL MANAGEMENT, INC. 354 - 2023-12-31 36,290 $706,000 22,024
   Independence Bank of Kentucky 120 - 2024-03-31 34,965 $674,000 9,490
   Western Financial Corp/CA 76 - 2024-03-31 31,175 $601,000 6,818
  100 Records found
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