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Get Institutions for : 
Invesco Bulletshares 2028 Corporate Bond Etf (BSCS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 184    41
Total shares held : 
43,779,348  
% of shares held : 
48.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  115  
Amount of shares held : 
15,412,649  
% of shares held change : 
  17.13%  
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 :
43
 4,475,645
 10.22%
 
Increased Positions :
99
 11,685,186
 26.69%
 
Unchanged Positions :
17
 264,429
 0.6%
 
Decreased Positions :
25
-730,572
-1.67%
 
Closed Positions :
2
-17,610
-0.04%
 
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 13 *New 2023-12-31 874,172 $17,728,000 874,172
   COLONY GROUP, LLC 211 *New 2023-12-31 293,934 $5,961,000 293,934
   WJ Wealth Management LLC 16 *New 2024-03-31 242,725 $4,871,000 242,725
   VAUGHAN DAVID INVESTMENTS INC/IL 106 *New 2023-12-31 164,899 $3,344,000 164,899
   Orion Portfolio Solutions LLC 633 *New 2023-12-31 98,171 $1,981,000 98,171
   Gladstone Institutional Advisory LLC 230 *New 2023-12-31 74,648 $1,514,000 74,648
   AlphaStar Capital Management LLC 88 *New 2023-12-31 71,803 $1,456,000 71,803
   CITADEL ADVISORS LLC 2800 *New 2023-12-31 56,396 $1,144,000 56,396
   Blue Barn Wealth LLC 34 *New 2023-12-31 46,530 $944,000 46,530
   Kestra Advisory Services LLC 1170 *New 2023-12-31 44,753 $908,000 44,753
   Sigma Planning Corp *New 2024-03-31 32,553 $653,000 32,553
   We Are One Seven LLC 444 *New 2023-12-31 31,047 $630,000 31,047
   CREATIVE PLANNING 1771 *New 2023-12-31 22,341 $453,000 22,341
   Divergent Wealth Advisors LLC 25 *New 2023-12-31 19,881 $403,000 19,881
   Oder Investment Management LLC 73 *New 2023-12-31 18,227 $370,000 18,227
   Redhawk Wealth Advisors Inc. 212 *New 2023-12-31 16,788 $340,000 16,788
   Cypress Wealth Services LLC 185 *New 2024-03-31 16,525 $332,000 16,525
   FLOW TRADERS U.S. LLC 561 *New 2023-12-31 16,219 $329,000 16,219
   OLD MISSION CAPITAL LLC 727 *New 2023-12-31 16,054 $326,000 16,054
   CIBC WORLD MARKETS INC. 987 *New 2023-12-31 14,430 $293,000 14,430
   MULTIFINANCIAL SECURITIES CORP 1485 *New 2023-12-31 13,150 $267,000 13,150
   Heritage Trust Co 243 *New 2023-12-31 12,764 $259,000 12,764
   Genesee Capital Advisors LLC 97 *New 2024-03-31 12,650 $254,000 12,650
   Solitude Financial Services 34 *New 2024-03-31 12,160 $244,000 12,160
   Cetera Investment Advisers 1989 *New 2023-12-31 10,623 $215,000 10,623
   Foundry Financial Group Inc. *New 2024-03-31 9,995 $201,000 9,995
   YHB INVESTMENT ADVISORS, INC. 290 *New 2024-03-31 8,556 $172,000 8,556
   Migdal Insurance & Financial Holdings Ltd. 229 *New 2024-03-31 5,700 $114,000 5,700
   Financial Advisory Service Inc. *New 2024-03-31 5,008 $101,000 5,008
   First Capital Advisors Group LLC. 229 *New 2023-06-30 4,388 $87,000 4,388
   MARQUETTE ASSET MANAGEMENT INC. 127 *New 2023-12-31 3,786 $77,000 3,786
   APCM Wealth Management for Individuals 89 *New 2024-03-31 1,887 $38,000 1,887
   MATHER GROUP, INC. 1220 *New 2024-03-31 446 $9,000 446
   ADVISORY SERVICES NETWORK, LLC 2996 *New 2023-12-31 302 $6,000 302
   First PREMIER Bank 355 *New 2024-03-31 305 $6,000 305
   CREATIVE FINANCIAL DESIGNS INC /ADV *New 2024-03-31 0 $0 0

  36 Records found
  1    
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