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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  
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 1123 - 2023-12-31 5,164,426 $104,735,000 1,242,009
   TruWealth Advisors LLC 6 - 2024-03-31 2,543,759 $51,053,000 66,359
   WELLS FARGO & CO/MN 707 - 2023-12-31 2,317,200 $46,993,000 771,571
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 283 - 2024-03-31 2,188,793 $43,929,000 636,531
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20 - 2023-12-31 1,887,228 $38,273,000 133,536
   Lido Advisors LLC 40 - 2023-12-31 1,802,986 $36,565,000 1,716,240
   LPL FINANCIAL CORP 673 - 2023-12-31 1,555,695 $31,550,000 831,589
   BANK OF AMERICA CORP /DE/ 1536 - 2023-12-31 1,409,684 $28,588,000 616,272
   UBS Group AG 966 - 2023-12-31 1,304,148 $26,448,000 681,080
   TLWM 6 - 2024-03-31 1,156,406 $23,209,000 77,154
   Aptus Capital Advisors LLC 29 - 2023-12-31 1,118,711 $22,687,000 474,499
   Motley Fool Wealth Management LLC 21 - 2023-12-31 1,060,673 $21,504,000 21,652
   RAYMOND JAMES & ASSOCIATES 835 - 2024-03-31 881,276 $17,687,000 181,196
   INVESCO LTD 1502 - 2023-12-31 803,190 $16,289,000 448,278
   Advisor Group Holdings Inc. 617 - 2023-12-31 694,272 $14,080,000 36,967
   Sterling Financial Group Inc. 7 - 2024-03-31 611,213 $12,267,000 596,661
   ROYAL BANK OF CANADA 1373 - 2023-12-31 571,065 $11,581,000 314,257
   Legacy Financial Group LLC 15 - 2024-03-31 559,785 $11,235,000 546,625
   Asset Dedication LLC 23 - 2024-03-31 538,224 $10,789,000 136,463
   JANNEY MONTGOMERY SCOTT LLC 513 - 2024-03-31 529,939 $10,636,000 71,793
   COOKSON PEIRCE & CO INC 55 - 2024-03-31 465,888 $9,350,000 37,818
   STIFEL FINANCIAL CORP 810 - 2023-12-31 448,042 $9,086,000 36,862
   ADVISORS CAPITAL MANAGEMENT LLC 131 - 2023-12-31 447,483 $9,075,000 28,404
   TRUENORTH, INC. 7 - 2024-03-31 341,595 $6,856,000 21,816
   VISTA INVESTMENT MANAGEMENT 3 - 2023-12-31 318,763 $6,465,000 28,996
   Private Advisor Group LLC - 2024-03-31 320,463 $6,432,000 75,571
   Marietta Wealth Management LLC 48 - 2024-03-31 285,679 $5,734,000 21,939
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 681 - 2024-03-31 281,546 $5,651,000 57,735
   Goepper Burkhardt LLC 13 - 2023-12-31 268,000 $5,384,000 81,950
   Red Spruce Capital LLC 10 - 2024-03-31 258,284 $5,184,000 20,874
   Legacy CG LLC 24 - 2024-03-31 254,789 $5,114,000 11,382
   Equitable Holdings Inc. 235 - 2023-12-31 225,407 $4,571,000 90,494
   COMMONWEALTH EQUITY SERVICES LLC. 1222 - 2024-03-31 225,352 $4,523,000 23,326
   ENVESTNET ASSET MANAGEMENT INC 1971 - 2023-12-31 221,293 $4,488,000 110,028
   Carmel Capital Partners LLC 11 - 2024-03-31 187,721 $3,768,000 27,922
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 158 - 2023-12-31 184,400 $3,739,000 26,257
   MORTON COMMUNITY BANK - 2024-03-31 182,535 $3,663,000 97,775
   Oliver Luxxe Assets LLC 53 - 2024-03-31 173,254 $3,477,000 65,189
   FINANCIAL ADVISORY CORP /UT/ /ADV 17 - 2024-03-31 160,715 $3,226,000 4,581
   REBALANCE LLC 33 - 2024-03-31 160,001 $3,211,000 12,000
   EXCHANGE CAPITAL MANAGEMENT INC 70 - 2024-03-31 140,223 $2,814,000 31,493
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 135,838 $2,755,000 33,358
   Addison Advisors LLC 24 - 2023-12-31 131,957 $2,676,000 15,880
   SFE INVESTMENT COUNSEL 53 - 2023-12-31 125,999 $2,555,000 37,755
   MML INVESTORS SERVICES LLC 897 - 2023-12-31 123,150 $2,497,000 52,456
   EMPIRICAL FINANCIAL SERVICES, LLC 148 - 2023-12-31 119,902 $2,432,000 16,911
   New Potomac Partneres LLC - 2024-03-31 120,585 $2,420,000 95,685
   BCS Wealth Management 34 - 2024-03-31 120,219 $2,413,000 49,429
   Souders Financial Advisors - 2023-12-31 116,578 $2,364,000 6,233
   MONECO Advisors LLC 80 - 2024-03-31 109,130 $2,190,000 31,859
   Secure Asset Management LLC - 2024-03-31 109,022 $2,188,000 2,641
   ASPEN INVESTMENT MANAGEMENT INC 24 - 2024-03-31 97,190 $1,951,000 2,200
   Geneos Wealth Management Inc. - 2024-03-31 95,635 $1,919,000 25,656
   COLONIAL ASSET MANAGEMENT, INC. 93 - 2023-12-31 92,165 $1,869,000 24,863
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 784 - 2023-12-31 90,338 $1,832,000 77,494
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2035 - 2023-12-31 86,240 $1,749,000 86,240
   DAVIS R M INC 128 - 2023-12-31 85,502 $1,734,000 14,295
   BB&T CORP 1320 - 2023-12-31 83,870 $1,701,000 46,861
   GILL CAPITAL PARTNERS LLC 39 - 2023-12-31 83,702 $1,697,000 8,526
   Straight Path Wealth Management 17 - 2024-03-31 82,408 $1,654,000 22,629
   G2 CAPITAL MANAGEMENT LLC / OH 21 - 2023-12-31 73,600 $1,493,000 774
   SAWGRASS ASSET MANAGEMENT LLC 86 - 2023-12-31 70,449 $1,429,000 9,002
   Ellevest Inc. 62 - 2023-12-31 68,767 $1,395,000 40,335
   Colonial Trust Co / SC 87 - 2023-12-31 67,060 $1,360,000 31,375
   Phoenix Holdings Ltd. 208 - 2023-12-31 67,057 $1,358,000 4,310
   NOTTINGHAM ADVISORS INC 58 - 2023-12-31 100,087 $1,262,000 10,343
   Sargent Bickham Lagudis LLC 121 - 2022-12-31 62,402 $1,224,000 17,729
   Stratos Wealth Partners LTD. 579 - 2024-03-31 59,080 $1,186,000 10,629
   Redwood Financial Network Corp - 2024-03-31 55,381 $1,112,000 3,746
   IFP Advisors Inc 357 - 2023-12-31 54,548 $1,106,000 742
   BUTENSKY & COHEN FINANCIAL SECURITY INC 76 - 2024-03-31 52,809 $1,060,000 1,469
   Flaharty Asset Management LLC 46 - 2023-12-31 51,915 $1,053,000 35,000
   Kohmann Bosshard Financial Services LLC 78 - 2024-03-31 47,242 $948,000 6,969
   CAPTRUST FINANCIAL ADVISORS 1303 - 2023-12-31 46,286 $939,000 27,458
   Western Financial Corp/CA 53 - 2024-03-31 44,799 $899,000 3,073
   SILVERLAKE WEALTH MANAGEMENT LLC 57 - 2024-03-31 44,459 $892,000 19,060
   Baird Financial Group Inc. 1177 - 2023-12-31 43,391 $880,000 10,559
   H D Vest Advisory Services 756 - 2023-12-31 43,302 $878,000 12,185
   TIMBER CREEK CAPITAL MANAGEMENT LLC 63 - 2024-03-31 40,823 $819,000 1,245
   COMERICA BANK 1684 - 2023-12-31 36,736 $745,000 5,191
   LEAVELL T & ASSOCIATES INC 305 - 2024-03-31 35,235 $707,000 20,710
   FINANCIAL NETWORK 1638 - 2023-12-31 33,591 $681,000 16,074
   STEPHENS INC /AR/ 647 - 2023-12-31 33,068 $671,000 7,040
   Independence Bank of Kentucky 123 - 2024-03-31 32,954 $661,000 9,152
   Strategic Financial Concepts LLC 159 - 2024-03-31 24,966 $501,000 6,132
   Capital Analysts Inc. 314 - 2023-12-31 24,264 $492,000 18,891
   HB Wealth Management LLC - 2024-03-31 24,017 $482,000 885
   Atria Wealth Solutions Inc. 1230 - 2023-12-31 23,157 $470,000 5,454
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 452 - 2024-03-31 21,416 $430,000 518
   First Command Advisory Services Inc. - 2024-03-31 21,058 $423,000 145
   Comprehensive Financial Consultants Institutional - 2024-03-31 19,673 $395,000 3,767
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1735 - 2024-03-31 19,068 $383,000 7,557
   Delta Financial Group Inc. 148 - 2024-03-31 18,862 $379,000 2,274
   Union Bankshares Corp 230 - 2024-03-31 17,791 $357,000 5,500
   CWM LLC 1262 - 2024-03-31 17,100 $343,000 16,800
   Kades & Cheifetz LLC 69 - 2023-12-31 13,773 $279,000 663
   Davis Capital Management 71 - 2024-03-31 13,807 $276,000 609
   BLUE CREEK INVESTMENT PARTNERS LLC 306 - 2024-03-31 13,404 $269,000 10
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 12,313 $247,000 1,000
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 11,601 $233,000 600
  100 Records found
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