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Get Institutions for : 
Invesco Bulletshares 2032 Corporate Bond Etf (BSCW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    15
Total shares held : 
 11,717,027  
% of shares held : 
 13.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 3,712,712  
% of shares held change : 
   4.13%  
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 :
17
 1,961,941
 16.74%
 
Increased Positions :
30
 2,576,491
 21.99%
 
Unchanged Positions :
10
 110,510
 0.94%
 
Decreased Positions :
5
-696,756
-5.95%
 
Closed Positions :
2
-128,964
-1.1%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 1470 - 2023-12-31 3,152,007 $65,215,000 540,374
   WELLS FARGO & CO/MN 899 - 2023-12-31 1,385,411 $28,664,000 796,586
   Union Bankshares Corp 12 - 2024-03-31 804,866 $16,299,000 138,946
   Motley Fool Wealth Management LLC 44 *New 2023-12-31 656,566 $13,578,000 656,566
   Vishria Bird Financial Group LLC 5 - 2024-03-31 638,990 $12,940,000 4,575
   Sterling Financial Group Inc. 8 - 2024-03-31 521,363 $10,558,000 507,726
   COOKSON PEIRCE & CO INC 56 - 2024-03-31 461,461 $9,345,000 36,662
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 832 - 2024-03-31 458,922 $9,293,000 163,154
   JANE STREET GROUP LLC 999 - 2023-12-31 434,919 $8,998,000 -188,764
   AMERIPRISE FINANCIAL INC 1850 - 2023-12-31 418,370 $8,656,000 -503,167
   GILL CAPITAL PARTNERS LLC 8 - 2023-12-31 390,162 $8,072,000 23,633
   ROYAL BANK OF CANADA 1666 - 2023-12-31 346,490 $7,169,000 294,264
   LPL FINANCIAL CORP 1493 - 2023-12-31 324,045 $6,704,000 26,932
   Total Clarity Wealth Management Inc. 5 - 2024-03-31 293,845 $5,950,000 34,145
   UBS Group AG 1871 - 2023-12-31 283,341 $5,862,000 98,395
   RAYMOND JAMES & ASSOCIATES 1513 - 2024-03-31 270,473 $5,477,000 193,455
   INVESCO LTD 2197 - 2023-12-31 230,971 $4,779,000 53,405
   CITADEL ADVISORS LLC 1700 - 2023-12-31 200,704 $4,153,000 93,635
   WAYNE HUMMER INVESTMENTS L.L.C. 57 - 2023-12-31 167,150 $3,458,000 28,457
   COMMONWEALTH EQUITY SERVICES LLC. 1454 - 2024-03-31 153,468 $3,108,000 15,675
   Addison Advisors LLC 20 - 2023-12-31 136,229 $2,819,000 65,755
   Lido Advisors LLC 356 *New 2023-12-31 106,781 $2,209,000 106,781
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1827 - 2023-12-31 102,439 $2,119,000 102,439
   BANK OF AMERICA CORP /DE/ 3506 - 2023-12-31 98,913 $2,047,000 47,436
   EXCHANGE CAPITAL MANAGEMENT INC 95 *New 2024-03-31 84,500 $1,711,000 84,500
   BCS Wealth Management 52 - 2024-03-31 78,961 $1,599,000 17,712
   TLWM 29 - 2024-03-31 63,737 $1,291,000 12,941
   G2 CAPITAL MANAGEMENT LLC / OH 27 *New 2023-12-31 60,103 $1,244,000 60,103
   Equitable Holdings Inc. 580 *New 2023-12-31 47,587 $985,000 47,587
   HEAD & ASSOCIATES LLC 85 - 2023-12-31 47,450 $982,000 0
   Advisor Group Holdings Inc. 2565 - 2023-12-31 45,854 $949,000 13,157
   BUTENSKY & COHEN FINANCIAL SECURITY INC 84 - 2024-03-31 42,482 $860,000 5,894
   Ellevest Inc. 112 - 2023-12-31 38,022 $787,000 12,054
   EASTERN BANK - 2023-12-31 37,671 $779,000 24,009
   Asset Dedication LLC 185 - 2024-03-31 37,728 $764,000 7,320
   ENVESTNET ASSET MANAGEMENT INC 3080 - 2023-12-31 36,784 $761,000 2,595
   MML INVESTORS SERVICES LLC 1565 - 2023-12-31 33,410 $691,000 2,264
   SAWGRASS ASSET MANAGEMENT LLC 124 - 2023-12-31 31,934 $661,000 15,131
   MONECO Advisors LLC 202 - 2024-03-31 31,972 $647,000 10,502
   AMERICAN NATIONAL BANK & TRUST CO /VA/ 94 *New 2024-03-31 26,901 $545,000 26,901
   Independence Bank of Kentucky 145 - 2024-03-31 26,625 $539,000 11,970
   Strategic Financial Concepts LLC 170 - 2024-03-31 23,274 $471,000 4,719
   CAPTRUST FINANCIAL ADVISORS 1960 *New 2023-12-31 17,916 $371,000 17,916
   Fountainhead AM LLC 73 - 2023-12-31 16,593 $343,000 0
   Colonial Trust Co / SC 202 *New 2023-12-31 15,000 $310,000 15,000
   Kestra Advisory Services LLC 1871 *New 2023-12-31 13,575 $281,000 13,575
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1958 - 2024-03-31 13,568 $275,000 0
   MULTIFINANCIAL SECURITIES CORP 1478 *New 2023-12-31 12,988 $269,000 12,988
   Kohmann Bosshard Financial Services LLC 174 - 2024-03-31 12,685 $257,000 2,485
   Rockefeller Capital Management L.P. 1493 - 2023-12-31 11,900 $246,000 0
   Integrated Wealth Concepts LLC 1422 *New 2023-12-31 10,322 $214,000 10,322
   Darden Wealth Group Inc 92 - 2023-12-31 10,000 $207,000 0
   US BANCORP 2100 *New 2023-12-31 7,829 $162,000 7,829
   Davis Capital Management 78 - 2024-03-31 7,853 $158,000 6,744
   First Command Advisory Services Inc. 178 - 2023-12-31 6,161 $127,000 -151
   BENJAMIN F. EDWARDS & COMPANY INC. 1046 - 2024-03-31 5,771 $117,000 179
   MARQUETTE ASSET MANAGEMENT INC. 110 *New 2023-12-31 4,466 $92,000 4,466
   COMERICA BANK 2628 - 2023-12-31 3,180 $66,000 762
   VIGILANT CAPITAL MANAGEMENT LLC 271 - 2023-06-30 2,401 $48,000 -525
   First Command Financial Services Inc. 248 *New 2023-06-30 2,093 $42,000 2,093
   First Command Bank 248 *New 2023-06-30 2,093 $42,000 2,093
   Capital Analysts Inc. 729 *New 2023-12-31 1,539 $32,000 1,539
   VIMA LLC 151 - 2023-12-31 1,458 $30,000 0
   YHB INVESTMENT ADVISORS, INC. 567 *New 2024-03-31 1,231 $25,000 1,231
   SMITHFIELD TRUST CO 691 - 2023-12-31 1,053 $22,000 -348
   Hobbs Group Advisors LLC 368 - 2023-12-31 454 $9,000 0
   Parallel Advisors LLC 2479 - 2023-12-31 274 $6,000 0
   First PREMIER Bank 376 *New 2024-03-31 191 $4,000 191
   PROEQUITIES INC. 4392 - 2023-12-31 0 $0 0
  69 Records found
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