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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
   Horizons Wealth Management 13 - 2024-03-31 204,568 $3,980,000 0
   Flaharty Asset Management LLC 39 - 2023-12-31 76,909 $1,496,000 0
   Snowden Capital Advisors LLC 743 - 2023-12-31 22,509 $438,000 0
   Divergent Wealth Advisors LLC 26 - 2023-12-31 20,073 $391,000 0
   Western Wealth Management LLC 439 - 2024-03-31 19,300 $372,000 0
   Robertson Stephens Wealth Management LLC 370 - 2023-12-31 15,775 $307,000 0
   RVW Wealth LLC 117 - 2024-03-31 15,616 $301,000 0
   LongView Wealth Management 154 - 2024-03-31 13,000 $251,000 0
   Levy Wealth Management Group LLC 89 - 2024-03-31 12,875 $250,000 0
   OPPENHEIMER & CO INC 1210 - 2023-12-31 12,733 $248,000 0
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 164 - 2023-12-31 12,607 $245,000 0
   Gs Investments Inc. 81 - 2023-12-31 9,325 $181,000 0
   WEBSTER BANK 248 - 2024-03-31 6,538 $126,000 0
   AdvisorNet Financial Inc 712 - 2024-03-31 3,687 $71,000 0
   Key Financial Inc 377 - 2024-03-31 3,506 $68,000 0
   SJS Investment Consulting Inc. 168 - 2024-03-31 3,313 $64,000 0
   West Branch Capital LLC 177 - 2024-03-31 2,001 $39,000 0
   ANCORA ADVISORS, LLC 966 - 2023-12-31 1,924 $37,000 0
   Capital Investment Advisory Services LLC 702 - 2024-03-31 1,775 $34,000 0
   Larson Financial Group LLC 799 - 2024-03-31 1,558 $30,000 0
   HM PAYSON & CO 698 - 2023-12-31 1,305 $25,000 0
   WASHINGTON TRUST CO 581 - 2024-03-31 1,000 $19,000 0
   DiNuzzo Private Wealth Inc. 169 - 2024-03-31 555 $11,000 0
   PROEQUITIES INC. 2173 - 2024-03-31 33 $1,000 0

  24 Records found
  1    
  Page 1 of 1
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