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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RIVERFRONT INVESTMENT GROUP, LLC 51 *New 2024-03-31 673,080 $12,317,000 673,080
   CWM LLC 301 *New 2024-03-31 511,801 $9,366,000 511,801
   Vishria Bird Financial Group LLC 10 *New 2024-03-31 462,577 $8,465,000 462,577
   ADVISORS CAPITAL MANAGEMENT LLC 158 *New 2024-03-31 357,099 $6,535,000 357,099
   COLONY GROUP, LLC 229 *New 2023-12-31 278,243 $5,161,000 278,243
   Legacy CG LLC 27 *New 2024-03-31 260,766 $4,772,000 260,766
   Souders Financial Advisors 64 *New 2024-03-31 142,707 $2,612,000 142,707
   AA Financial Advisors LLC 30 *New 2024-03-31 141,523 $2,590,000 141,523
   SHUFRO ROSE & CO LLC 114 *New 2024-03-31 50,102 $917,000 50,102
   SFE INVESTMENT COUNSEL 90 *New 2024-03-31 33,848 $619,000 33,848
   J P MORGAN CHASE & CO 3735 *New 2024-03-31 27,217 $498,000 27,217
   Cetera Investment Advisers 1497 *New 2023-12-31 26,471 $491,000 26,471
   Stratos Wealth Partners LTD. 1068 *New 2024-03-31 16,955 $310,000 16,955
   FINANCIAL NETWORK 2283 *New 2023-12-31 15,141 $281,000 15,141
   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
   Source Financial Advisors LLC 116 *New 2024-03-31 11,510 $211,000 11,510
   OLD MISSION CAPITAL LLC 828 *New 2023-12-31 10,290 $191,000 10,290
   Sigma Planning Corp 1128 *New 2024-03-31 10,453 $191,000 10,453
   YHB INVESTMENT ADVISORS, INC. 341 *New 2024-03-31 6,254 $114,000 6,254
   Financial Advisory Service Inc. 314 *New 2024-03-31 5,499 $101,000 5,499
   Westside Investment Management Inc. 281 *New 2024-03-31 5,380 $98,000 5,380
   SIGNATUREFD, LLC 1360 *New 2024-03-31 4,000 $73,000 4,000
   APCM Wealth Management for Individuals 90 *New 2024-03-31 1,971 $36,000 1,971
   MATHER GROUP, INC. 1219 *New 2024-03-31 492 $9,000 492
   Community Bank N.A. 366 *New 2023-12-31 380 $7,000 380
   Spire Wealth Management 1957 *New 2024-03-31 212 $4,000 212
   First PREMIER Bank 392 *New 2024-03-31 220 $4,000 220
   Global Retirement Partners LLC 2514 *New 2024-03-31 169 $3,000 169

  30 Records found
  1    
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