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Get Institutions for : 
Invesco Bulletshares 2029 Corporate Bond Etf (BSCT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    16
Total shares held : 
 22,348,331  
% of shares held : 
 99.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   65  
Amount of shares held : 
 6,167,696  
% of shares held change : 
   27.41%  
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 :
20
 943,019
 4.22%
 
Increased Positions :
65
 5,559,886
 24.88%
 
Unchanged Positions :
9
 121,327
 0.54%
 
Decreased Positions :
16
-302,452
-1.35%
 
Closed Positions :
4
-32,757
-0.15%
 
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 1704 - 2023-12-31 2,753,946 $51,072,000 688,610
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 19 - 2023-12-31 2,084,022 $38,648,000 136,901
   EASTERN BANK - 2023-12-31 1,547,955 $28,707,000 7,655
   WELLS FARGO & CO/MN 980 - 2023-12-31 1,291,587 $23,952,000 377,277
   Aptus Capital Advisors LLC 40 - 2023-12-31 1,019,823 $18,913,000 312,075
   JANE STREET GROUP LLC 586 - 2023-12-31 978,317 $18,143,000 481,050
   Nelson Van Denburg & Campbell Wealth Management Gr 20 - 2023-12-31 976,989 $18,118,000 944,242
   JANNEY MONTGOMERY SCOTT LLC 349 - 2023-12-31 894,991 $16,598,000 308,974
   Motley Fool Wealth Management LLC 40 - 2023-12-31 766,095 $14,200,000 15,291
   UBS Group AG 1324 - 2023-12-31 672,088 $12,464,000 248,987
   GILL CAPITAL PARTNERS LLC 2 - 2023-12-31 647,211 $12,003,000 -5,930
   LPL FINANCIAL CORP 1161 - 2023-12-31 619,531 $11,489,000 287,197
   Union Bankshares Corp 22 - 2024-03-31 597,486 $10,934,000 104,157
   BANK OF AMERICA CORP /DE/ 2350 - 2023-12-31 555,681 $10,305,000 81,398
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 760 - 2023-12-31 524,172 $9,721,000 92,510
   CWM LLC 301 *New 2024-03-31 511,801 $9,366,000 511,801
   COOKSON PEIRCE & CO INC 58 - 2023-12-31 471,422 $8,743,000 -6,745
   INVESCO LTD 1889 - 2023-12-31 451,756 $8,378,000 114,864
   Asset Dedication LLC 30 - 2024-03-31 451,427 $8,242,000 116,396
   RAYMOND JAMES & ASSOCIATES 1328 - 2023-12-31 365,486 $6,778,000 225,848
   ROYAL BANK OF CANADA 1705 - 2023-12-31 360,852 $6,693,000 137,831
   Marietta Wealth Management LLC 42 - 2023-12-31 291,856 $5,412,000 -1,665
   COLONY GROUP, LLC 229 *New 2023-12-31 278,243 $5,161,000 278,243
   TCG Advisory Services LLC 83 *New 2023-12-31 251,266 $4,660,000 251,266
   COLONY GROUP LLC 227 - 2023-09-30 252,394 $4,424,000 -8,485
   Goepper Burkhardt LLC 16 - 2023-12-31 229,950 $4,210,000 128,200
   Horizons Wealth Management 15 - 2024-03-31 208,906 $3,874,000 0
   EXCHANGE CAPITAL MANAGEMENT INC 62 - 2024-03-31 168,744 $3,088,000 47,134
   Steward Partners Investment Advisory LLC 387 - 2023-12-31 166,453 $3,087,000 -209
   FINANCIAL ADVISORY CORP /UT/ /ADV 17 - 2023-12-31 161,391 $2,993,000 -562
   Matthew Goff Investment Advisor LLC 39 - 2024-03-31 152,009 $2,782,000 -875
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1563 - 2023-12-31 149,491 $2,772,000 105,948
   Addison Advisors LLC 22 - 2023-12-31 145,045 $2,690,000 15,805
   Advisor Group Holdings Inc. 1632 - 2023-12-31 143,762 $2,666,000 -83,116
   NOVARE CAPITAL MANAGEMENT LLC 84 - 2023-12-31 126,457 $2,345,000 -15,207
   EMPIRICAL FINANCIAL SERVICES, LLC 157 - 2023-12-31 116,084 $2,153,000 2,772
   Secure Asset Management LLC *New 2023-12-31 115,552 $2,143,000 115,552
   Oliver Luxxe Assets LLC 77 - 2024-03-31 101,939 $1,865,000 59,834
   Kestra Advisory Services LLC 818 - 2023-12-31 100,589 $1,865,000 90,533
   Ironwood Wealth Management llc 48 - 2024-03-31 98,940 $1,811,000 -2,176
   STIFEL FINANCIAL CORP 1814 - 2023-12-31 86,489 $1,604,000 5,359
   G2 CAPITAL MANAGEMENT LLC / OH 22 *New 2023-12-31 78,019 $1,447,000 78,019
   COMMONWEALTH EQUITY SERVICES LLC. 1870 - 2023-12-31 77,321 $1,434,000 37,497
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 241 - 2023-12-31 76,790 $1,424,000 9,553
   BCS Wealth Management 54 - 2024-03-31 73,876 $1,352,000 35,714
   AMERIPRISE FINANCIAL INC 2996 - 2023-12-31 72,461 $1,344,000 19,915
   ENVESTNET ASSET MANAGEMENT INC 2709 - 2023-12-31 71,557 $1,327,000 15,565
   FINANCIAL ADVISORY GROUP 42 - 2023-12-31 66,779 $1,238,000 2,959
   SAWGRASS ASSET MANAGEMENT LLC 91 - 2023-12-31 64,892 $1,203,000 11,418
   BUTENSKY & COHEN FINANCIAL SECURITY INC 74 - 2024-03-31 60,038 $1,099,000 1,558
   MML INVESTORS SERVICES LLC 1326 - 2023-12-31 56,817 $1,054,000 2,228
   Hobbs Group Advisors LLC 42 - 2023-12-31 49,980 $927,000 0
   MONECO Advisors LLC 147 - 2023-12-31 47,799 $886,000 26,441
   Baird Financial Group Inc. 1175 - 2023-12-31 47,644 $884,000 11,677
   Ellevest Inc. 105 - 2023-12-31 44,431 $824,000 13,334
   Western Financial Corp/CA *New 2023-12-31 44,284 $821,000 44,284
   4Thought Financial Group Inc. 20 - 2023-12-31 43,565 $808,000 3,139
   CAPTRUST FINANCIAL ADVISORS 1423 - 2023-12-31 42,140 $781,000 24,222
   Straight Path Wealth Management - 2023-12-31 39,742 $737,000 13,724
   Red Spruce Capital LLC 75 - 2024-03-31 38,701 $708,000 12,938
   Apella Capital LLC 168 - 2024-03-31 37,561 $683,000 -347
   Equitable Holdings Inc. 692 - 2023-12-31 34,727 $644,000 18,993
   STEPHENS INC /AR/ 671 - 2023-12-31 33,737 $626,000 11,072
   Kohmann Bosshard Financial Services LLC 100 - 2024-03-31 32,772 $600,000 7,795
   Independence Bank of Kentucky 138 - 2024-03-31 31,288 $573,000 11,369
   DAVIS R M INC 175 - 2023-12-31 29,743 $552,000 7,787
   TLWM 63 - 2024-03-31 27,154 $497,000 10,000
   Cetera Investment Advisers 1497 *New 2023-12-31 26,471 $491,000 26,471
   HIGHTOWER ADVISORS, LLC 2361 - 2023-12-31 23,478 $434,000 -90,923
   H D Vest Advisory Services 1055 - 2023-12-31 22,940 $425,000 -31,998
   Colonial Trust Co / SC 166 - 2023-12-31 21,900 $406,000 21,000
   SEGMENT WEALTH MANAGEMENT, LLC - 2023-12-31 20,770 $385,000 0
   Strategic Financial Concepts LLC 88 - 2023-12-31 20,729 $384,000 3,232
   FTB Advisors Inc. 369 - 2023-12-31 20,143 $374,000 1,600
   COLONIAL ASSET MANAGEMENT, INC. 148 - 2023-12-31 18,900 $351,000 17,450
   Capital Investment Advisors LLC 454 - 2024-03-31 18,359 $336,000 -2,090
   MULTIFINANCIAL SECURITIES CORP 1354 - 2023-12-31 18,136 $336,000 4,081
   HB Wealth Management LLC 596 *New 2023-12-31 17,048 $316,000 17,048
   Stratos Wealth Partners LTD. 1068 *New 2024-03-31 16,955 $310,000 16,955
   Redwood Financial Network Corp 108 - 2023-12-31 15,989 $297,000 2,825
   FINANCIAL NETWORK 2283 *New 2023-12-31 15,141 $281,000 15,141
   SIGMA INVESTMENT COUNSELORS INC - 2023-12-31 15,007 $278,000 -55,896
   Capital Analysts Inc. 386 - 2023-12-31 14,170 $263,000 14,170
   Private Advisor Group LLC 1887 *New 2023-12-31 13,697 $254,000 13,697
   Flaharty Asset Management LLC 97 *New 2023-12-31 13,600 $252,000 13,600
   BB&T CORP 2362 *New 2023-12-31 13,348 $248,000 13,348
   Integrated Wealth Concepts LLC 1424 *New 2023-12-31 11,463 $213,000 11,463
   Sterling Financial Group Inc. 62 - 2024-03-31 11,385 $208,000 -4,719
   Darden Wealth Group Inc 95 - 2023-12-31 11,000 $204,000 0
   CITADEL ADVISORS LLC 4439 - 2023-12-31 10,628 $197,000 -6,379
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2876 *New 2023-12-31 10,541 $195,000 10,541
   OLD MISSION CAPITAL LLC 828 *New 2023-12-31 10,290 $191,000 10,290
   BENJAMIN F. EDWARDS & COMPANY INC. 921 - 2023-12-31 8,701 $161,000 4,558
   Davis Capital Management 79 - 2024-03-31 7,942 $145,000 670
   First Command Advisory Services Inc. 180 - 2023-12-31 6,867 $127,000 -210
   First Command Bank 172 - 2023-06-30 6,865 $123,000 89
   First Command Financial Services Inc. 172 - 2023-06-30 6,865 $123,000 89
   Key Financial Inc 274 - 2023-12-31 6,468 $120,000 5,393
   Geneos Wealth Management Inc. - 2023-12-31 6,351 $118,000 2,468
   VIGILANT CAPITAL MANAGEMENT LLC 207 - 2023-06-30 5,752 $103,000 -1,077
  100 Records found
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