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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
   Brookstone Capital Management 41 - 2024-03-31 1,644,324 $31,719,000 -129,293
   TRUENORTH, INC. 3 - 2024-03-31 570,410 $11,003,000 -52,674
   HIGHTOWER ADVISORS, LLC 691 - 2023-12-31 509,753 $9,912,000 -399,597
   COLONY GROUP LLC 147 - 2023-09-30 489,883 $9,180,000 -17,980
   Ironwood Wealth Management llc 11 - 2024-03-31 438,178 $8,452,000 -49,338
   JANE STREET GROUP LLC 1123 - 2023-12-31 392,284 $7,632,000 -99,651
   Advisor Group Holdings Inc. 1019 - 2023-12-31 341,580 $6,646,000 -116,528
   Sargent Bickham Lagudis LLC 40 - 2022-12-31 344,985 $6,553,000 -14,638
   Good Life Advisors LLC - 2024-03-31 330,667 $6,379,000 -19,323
   AMERIPRISE FINANCIAL INC 2108 - 2023-12-31 326,000 $6,346,000 -66,658
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 132 - 2023-12-31 264,754 $5,151,000 -4,173
   Trilogy Capital Inc. 74 - 2024-03-31 248,796 $4,799,000 -15,170
   LEGACY PRIVATE TRUST CO. 71 - 2024-03-31 213,679 $4,122,000 -279,743
   Integrated Wealth Concepts LLC 311 - 2023-12-31 178,122 $3,465,000 -29,984
   Matthew Goff Investment Advisor LLC 36 - 2024-03-31 167,518 $3,231,000 -886
   NOVARE CAPITAL MANAGEMENT LLC 74 - 2023-12-31 157,786 $3,070,000 -11,835
   EP WEALTH ADVISORS, INC. 211 - 2023-12-31 150,051 $2,919,000 -266
   KIRR MARBACH & CO LLC /IN/ 34 - 2024-03-31 136,599 $2,635,000 -24,041
   H D Vest Advisory Services 546 - 2023-12-31 88,399 $1,720,000 -1,323
   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
   Altus Wealth Group LLC - 2024-03-31 75,147 $1,450,000 -6,592
   ROUNDVIEW CAPITAL LLC 155 - 2023-12-31 73,222 $1,425,000 -2,425
   Beaumont Financial Advisors LLC 110 - 2023-12-31 73,130 $1,423,000 -6,693
   WOODMONT INVESTMENT COUNSEL LLC 113 - 2024-03-31 72,718 $1,403,000 -446
   DENVER WEALTH MANAGEMENT INC. 24 - 2024-03-31 69,687 $1,344,000 -74,699
   SEGMENT WEALTH MANAGEMENT, LLC 131 - 2024-03-31 64,345 $1,241,000 -890
   PROSPERA FINANCIAL SERVICES 433 - 2023-12-31 58,866 $1,145,000 -3,155
   Kohmann Bosshard Financial Services LLC 77 - 2024-03-31 53,617 $1,034,000 -2
   Apella Capital LLC 145 - 2024-03-31 46,647 $897,000 -1,861
   Sterling Financial Group Inc. 29 - 2024-03-31 44,341 $855,000 -587,081
   Insight Wealth Partners LLC 44 - 2023-12-31 34,650 $674,000 -3,753
   Capital Investment Advisors LLC 347 - 2024-03-31 33,911 $654,000 -2,153
   Onyx Bridge Wealth Group LLC - 2024-03-31 32,905 $627,000 -2,806
   Virginia National Bank 16 - 2023-09-30 31,810 $596,000 -10,090
   SIGMA INVESTMENT COUNSELORS INC 124 - 2024-03-31 25,037 $483,000 -1,700
   Stonebridge Capital Advisors LLC 140 - 2023-12-31 24,387 $474,000 -47,808
   Delta Financial Group Inc. 145 - 2024-03-31 20,239 $390,000 -143
   Beacon Pointe Advisors LLC 1004 - 2023-12-31 18,008 $350,000 -1,732
   AE Wealth Management LLC 1694 - 2023-12-31 15,303 $296,000 -2,148
   MULTIFINANCIAL SECURITIES CORP 1553 - 2023-12-31 12,009 $234,000 -284
   YHB INVESTMENT ADVISORS, INC. 257 - 2024-03-31 11,736 $226,000 -175
   IOWA STATE BANK 103 - 2024-03-31 11,156 $215,000 -1,374
   First Command Financial Services Inc. 129 - 2023-06-30 11,182 $213,000 -16
   First Command Bank 129 - 2023-06-30 11,182 $213,000 -16
   VIGILANT CAPITAL MANAGEMENT LLC 164 - 2023-06-30 8,480 $161,000 -1,257
   FinTrust Capital Advisors LLC 356 - 2024-03-31 6,054 $117,000 -198
   Householder Group Estate & Retirement Specialist L - 2024-03-31 3,523 $68,000 -49
   Impact Partnership Wealth LLC 299 - 2023-12-31 3,049 $59,000 -6,653
   SMITHFIELD TRUST CO 686 - 2023-12-31 1,118 $22,000 -371
  50 Records found
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