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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
   MORGAN STANLEY 1704 - 2023-12-31 2,753,946 $51,072,000 688,610
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - 2024-03-31 2,413,167 $44,161,000 329,145
   WELLS FARGO & CO/MN - 2024-03-31 1,984,128 $36,310,000 692,541
   EASTERN BANK - 2024-03-31 1,663,758 $30,447,000 115,803
   Nelson Van Denburg & Campbell Wealth Management Gr 22 - 2024-03-31 1,161,068 $21,248,000 184,079
   LPL FINANCIAL CORP - 2024-03-31 1,138,645 $20,837,000 519,114
   JANNEY MONTGOMERY SCOTT LLC 316 - 2024-03-31 1,123,691 $20,564,000 228,700
   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
   Motley Fool Wealth Management LLC - 2024-03-31 797,984 $14,603,000 31,889
   RAYMOND JAMES & ASSOCIATES 970 - 2024-03-31 759,524 $13,899,000 394,038
   UBS Group AG 1324 - 2023-12-31 672,088 $12,464,000 248,987
   GILL CAPITAL PARTNERS LLC - 2024-03-31 650,928 $11,658,000 3,717
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 737 - 2024-03-31 623,437 $11,409,000 99,265
   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
   COOKSON PEIRCE & CO INC 53 - 2024-03-31 511,773 $9,365,000 40,351
   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
   ROYAL BANK OF CANADA 1705 - 2023-12-31 360,852 $6,693,000 137,831
   TCG Advisory Services LLC - 2024-03-31 343,601 $6,288,000 92,335
   Marietta Wealth Management LLC 45 - 2024-03-31 315,281 $5,770,000 23,425
   Goepper Burkhardt LLC 16 - 2023-12-31 229,950 $4,210,000 128,200
   Advisor Group Holdings Inc. - 2024-03-31 208,021 $3,807,000 64,259
   EXCHANGE CAPITAL MANAGEMENT INC 62 - 2024-03-31 168,744 $3,088,000 47,134
   Addison Advisors LLC - 2024-03-31 160,486 $2,937,000 15,441
   NOVARE CAPITAL MANAGEMENT LLC - 2024-03-31 144,999 $2,653,000 18,542
   Private Advisor Group LLC 713 - 2024-03-31 133,712 $2,447,000 120,015
   EMPIRICAL FINANCIAL SERVICES, LLC - 2024-03-31 131,413 $2,405,000 15,329
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC - 2024-03-31 122,025 $2,233,000 45,235
   MONECO Advisors LLC 79 - 2024-03-31 120,740 $2,210,000 72,941
   Secure Asset Management LLC 41 - 2024-03-31 118,813 $2,174,000 3,261
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1894 - 2024-03-31 88,724 $1,624,000 11,403
   STIFEL FINANCIAL CORP 1814 - 2023-12-31 86,489 $1,604,000 5,359
   G2 CAPITAL MANAGEMENT LLC / OH - 2024-03-31 78,826 $1,443,000 807
   FINANCIAL ADVISORY GROUP - 2024-03-31 75,724 $1,386,000 8,945
   Straight Path Wealth Management 19 - 2024-03-31 75,467 $1,381,000 35,725
   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
   DAVIS R M INC - 2024-03-31 69,825 $1,278,000 40,082
   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
   SEGMENT WEALTH MANAGEMENT, LLC 147 - 2024-03-31 50,930 $932,000 30,160
   Baird Financial Group Inc. 1175 - 2023-12-31 47,644 $884,000 11,677
   Western Financial Corp/CA 58 - 2024-03-31 47,893 $876,000 3,609
   Ellevest Inc. 105 - 2023-12-31 44,431 $824,000 13,334
   CAPTRUST FINANCIAL ADVISORS 1423 - 2023-12-31 42,140 $781,000 24,222
   Red Spruce Capital LLC 75 - 2024-03-31 38,701 $708,000 12,938
   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
   H D Vest Advisory Services - 2024-03-31 31,776 $582,000 8,836
   Independence Bank of Kentucky 138 - 2024-03-31 31,288 $573,000 11,369
   TLWM 63 - 2024-03-31 27,154 $497,000 10,000
   FTB Advisors Inc. 334 - 2024-03-31 26,183 $479,000 6,040
   Strategic Financial Concepts LLC 167 - 2024-03-31 25,805 $472,000 5,076
   HIGHTOWER ADVISORS, LLC - 2024-03-31 25,253 $461,000 1,775
   Colonial Trust Co / SC 166 - 2023-12-31 21,900 $406,000 21,000
   Redwood Financial Network Corp 97 - 2024-03-31 20,033 $367,000 4,044
   COLONIAL ASSET MANAGEMENT, INC. 148 - 2023-12-31 18,900 $351,000 17,450
   MULTIFINANCIAL SECURITIES CORP 1354 - 2023-12-31 18,136 $336,000 4,081
   HB Wealth Management LLC 627 - 2024-03-31 18,002 $329,000 954
   Capital Analysts Inc. 386 - 2023-12-31 14,170 $263,000 14,170
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2879 - 2024-03-31 12,750 $233,000 2,209
   ADVISORY SERVICES NETWORK, LLC - 2024-03-31 11,227 $205,000 10,895
   BENJAMIN F. EDWARDS & COMPANY INC. 958 - 2024-03-31 8,893 $163,000 192
   Davis Capital Management 79 - 2024-03-31 7,942 $145,000 670
   First Command Advisory Services Inc. 183 - 2024-03-31 7,020 $128,000 153
   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
   US BANCORP - 2024-03-31 5,700 $104,000 2,346
   SUMMIT INVESTMENT ADVISORS INC 1846 - 2023-12-31 4,540 $84,000 15
   Goss Wealth Management LLC 2003 - 2023-12-31 4,467 $83,000 4,103
   MARQUETTE ASSET MANAGEMENT INC. - 2024-03-31 4,185 $77,000 16
   COMERICA BANK 2613 - 2023-12-31 3,762 $70,000 2,624
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1991 - 2023-12-31 2,987 $55,000 2,595
   HARBOUR INVESTMENTS INC. 1761 - 2023-12-31 1,370 $25,000 14
   Householder Group Estate & Retirement Specialist L 941 - 2024-03-31 246 $5,000 2
  82 Records found
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